Gain efficiency and speed up your document and signature processes with the Asset Panda and DocuSign integration. In a business environment with so much going on, utilize your asset management system for greater insight into your document workflows. Utilize the Asset Panda and DocuSign integration to seamlessly fill out DocuSign forms while integrating useful asset information. You also can have the Asset Panda software pre-fill repeating information to speed up the process of document review and signing.
The DocuSign and Asset Panda Integration enables users to:
- Automatically fill out and sync asset information from Asset Panda into a DocuSign template
- Send forms quickly to manage workflows directly from Asset Panda through DocuSign
Quickly Fill Out DocuSign Forms
Reduce errors and create a more streamlined process for managing important documentation for your assets.
- Automated fill-out: Asset Panda will automatically fill out the mapped fields from an asset record into a DocuSign template.
- Easily manage assets and actions: Create documents and manage assets from DocuSign and Asset Panda to improve efficiency and reliability.
Quickly Access Documentation
With DocuSign connected, instantly see the documents signed in DocuSign created by Asset Panda linked to assets and action history.
Integration Requirements and Details
- Active Asset Panda subscription
- Active DocuSign subscription
- Admin access to both DocuSign and Asset Panda
You can sync device data between both Asset Panda and DocuSign.
- Sync ticket details between the two platforms
- Maintain records for asset history
Documents created through Asset Panda are automatically filed and linked any time an action is performed in DocuSign.
The process comes with an easy field mapping to match the right fields in the DocuSign form that ensures all correct data goes to the right place in the DocuSign asset record.