Setting Up Your Docsketch Integration
Note: Bidsketch has a separate, built-in electronic signature feature that's included in the Solo, Team, and Business plans. You can learn about the Bidsketch electronic signature here.
Docsketch gives you advanced electronic signature workflows on your proposals. You can learn more or sign up by visiting the website:
Setting Up Your Integration
To set up your Docsketch integration, go to Account -> API & Integration -> New Integration. Underneath the Docsketch logo click "start" to begin:
Next, you'll want to click on the link to set up your Docsketch account if you haven't already. Otherwise, click on "Activate Docsketch Integration":
That's it! Your integration will be all set:
Using Your Docsketch Integration To Sign Your Proposals
Once enabled, click on the title of a proposal and you'll see a Docsketch section on the right hand side of your proposal detail page:
Click on the "Send" button and you'll be redirected to Docsketch to finish sending your proposal.