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INTEGRATIONS

DocuSign

Access and sync all of your Salesforce information via Tabs’ Salesforce integration.

docusign

Overview

The DocuSign integration with Tabs streamlines the contracts ingestion process by automatically pulling in signed and executed contracts into Tabs. This integration enables quick contract data flow into Tabs to ensure smooth and accurate post-signature operations.

Features

  • Automated Contract Import: Automatically imports signed contracts from DocuSign into Tabs, making them readily available for revenue automation and billing processes
  • Real-Time Sync: Syncs the latest contract status updates between DocuSign and Tabs, ensuring accurate and up-to-date contract records
  • Source of Truth for Contracts: Centralizes signed agreements within Tabs, providing a reliable contract repository for billing and revenue recognition

Benefits

  • Automates the transfer of executed contracts into Tabs, eliminating manual steps and reducing errors
  • Provides a single source of truth for contracts, ensuring accurate billing and compliant revenue recognition
  • Improves efficiency by syncing contract statuses in real-time, allowing teams to stay on top of agreement execution
  • Enhances financial accuracy by linking contracts directly to Tabs’ billing and revenue recognition workflows

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Alan Federman, VP of Finance, Canvas