Investment Capital Fund - Bulk Contract Send DocuSign Automation
An investment capital fund saved 250+ hours by automating DocuSign bulk send, dispatching and tracking thousands of custom contracts to multiple signatories.
Project Overview
Description
Client wanted to develop a system to automate the allocation of potential portfolio company investments not yet held by the funds. The solution included AirTable interface that would trigger send, track, store and manage 5,000 contracts. The company’s data from Google Sheets was converted into AirTable base.
Features
Seamlessly map data from Airtable directly into a DocuSign field
Pre-fill DocuSign envelope with investment company data
Track the completed signature statuses and documents
Ability to automatically add CC recipients
Download completed DocuSign envelopes
AirTable Interface
Used for generating and sending out pre-filled envelopes
AirTable Base
The structure of the base used for sending
Make.com Automations
AirTable automations
BPMN Process Flowchart
Project Details
Technology Stack
Processes
- Document Workflow Automation
Frequently Asked Questions
Common questions about the Investment Capital Fund - Bulk Contract Send DocuSign Automation project.
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