Connect Existing DocuSign Room to Opportunity
When working with buyers, we usually need documents signed (e.g. state disclosure, Buyer Agency agreement, etc.) BEFORE an opportunity is needed. So the Docusign room often precedes the Opportunity. It would be very useful to be able to connect an existing Docusign room to a new opportunity.
5
votes
LABS Team
shared this idea
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LABS Team
commented
"All rooms created from within Command for opportunities will be forever assigned to their opportunity and there's no actual way to move rooms between opportunities or link rooms assigned to different opportunities."
I accidentally created a room in DocuSign from a Command Opportunity, closed that room, and created another room, but wasn't able to link the opportunity with the docs in Command.