Sync the Opportunities Details to the DocuSign Details
Hi! MCTT Jersey City here. I believe if it was possible to completely fill out the Opportunities Details section and have it sync to the agents DocuSign, can save ALOT of time for associates and speed up the Contact to Close process.
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LABS Team
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Opportunity Details now sync to DocuSign Rooms! If you have any Details you'd like to see specifically synced that are not currently, please check ideas.kw.com to see if your request has already been made; if not, please submit an idea asking for specific fields to be synced. :)
