Nallely Martinez

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    19 comments  ·  GLM & SLM Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →

    Hi All,

    Thank you for this feedback. Curious to understand if there are other use case for DocuSign with GLM/SLM rather than Grant Agreements.

    I also assume that when we talk about this integration we would want to be able to generate the DocuSign document with in the system, and then let docusign control all of the emails/reminder, and the final piece would be that signed document is visible in this system.

    Let me know your thoughts.
    -Sammie

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    Nallely Martinez commented  · 

    We have also moved to DocuSign for -

    grant agreements
    Bank information/ACH Enrollment
    W-9's

    I've found the grantee response time, therefore the turn around time to get grants out the door, to be much faster when using DocuSign rather than Foundant followups. Folks have the ease of receiving a direct link in their email that takes them to their DocuSign packet. DocuSign is also very mobile friendly.

    We used to collect the three forms via three different methods. Foudant for grant agreements, bill.com for ACH enrollment, and email for W-9s. Docusign has streamlined that process for us.

    I also prefer the look of a PDF signed document as the grant agreement rather than a followup packet.

    I hope this integration is chosen!

    Thank you.

    Nallely Martinez supported this idea  · 

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