This article will show you how to complete a DocuSign contract once you have finished filling out the Lead Detail information for a Lead in SalesRabbit.
1. After filling out the Lead Detail information, click on the Web Connector icon near the top right of the screen. Before you're taken to the actual contract, you will need to fill out the Powerform Signer Information.
2. Check the consent box in order to move forward to the contract. You should see the passed fields that you set up in the URL of your DocuSign Web Connector in Settings>Connectors on the Web App. (This is assuming the appropriate fields were actually filled out on the Lead Detail page of SalesRabbit). Now you can start to fill out the other fields of your custom contract.
3. Once all the appropriate fields are filled out, sign the contract by clicking on the signature field and then clicking "Adopt & Sign". Then, click on "Finish" in the top right of the screen. From here you can either review the contract or click "Done" in the top right of the screen to finish.
