DocuSign and Scoop^® Integration

Manage and Review Up-to-Date Document E-Signatures as They Appear in Project Workflows

E-Signature

Create intuitive workflows that automatically send your contract at the appropriate project stages.

Leverage your existing project data saved in the Scoop platform to automatically populate contract fields.

Access the signed contract and trigger the next workflow stage within Scoop.

What is DocuSign?

DocuSign is an eSignature and Digital Transaction Management platform that provides an easy and secure way to sign and get documents signed from your iPhone or iPad.

Your Tools Can Talk

Scoop allows you to work smarter, not harder. As you and your team make changes in one tool, create automated workflows and custom triggers to see those changes and others reflected across both tools. Typical actions include:

Create Project

Create Task

Advance Project Stage

Update Fields

Update Crew / Lead

How It Works

IDENTIFY HIGH VALUE INTEGRATIONS

01 Choose Your Connections

We consult with you and gather requirements→

Your GLOO Solution Engineer works with you to test and validate each integration inside your sandbox environment. When all meets approval, we take the connection live and continue to monitor it to ensure accuracy and performance. Your service also includes periodic adjustments to triggers, actions and field mappings as your business evolves.

DETAILED INTEGRATION SCENARIOS

02 Specify Your Integrations

We map out primary workflows across each connection →

For each pair of IT solutions we connect, we map out which events should act as triggers, what actions should be taken as a result, and which data fields should be mapped across. All with the goal of automating the entire workflow and dataflow.

HASSLE FREE OPERATION & PEACE OF MIND

03 Go Live, Monitor & Evolve

We coordinate the integration launch and monitor performance →

Your GLOO solution engineer works with you to test and validate each integration inside your sandbox environment. When all meets approval we take the connection live and continue to monitor it to ensure accuracy and performance. Your service also includes periodic adjustments to triggers, actions and field mappings as your business evolves.

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Connect With Us

Are you looking to implement this integration? Still have questions? Fill out the form below to get in touch with a solar solutions specialist.

“Scoop is something that we knew that we wanted to move to immediately. We knew it was going to be able to help us manage all of our projects across the board.”

“Scoop was the only thing that had the capability of doing what it does. We could use other tools and update customers but it's not the same.”

“When I open Scoop, I'm getting a bird's eye view of all of the projects in progress. It has everything right there.”

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