Each workflow comes with its document template, a field map and setup notes. Some import as a .zip; you build the others step by step, using their definition as a reference. We build and test every one on our own apps for Docusign IAM, with sample records, before it goes in the library.
Fills an onboarding packet from the employee record, collects the new hire's details and signature, and writes their phones back.
Reads the candidate, fills the letter, and moves them to Offer once they sign.
Fills the order form from the deal, its company and its contact, and marks the deal won once the customer signs.
Fills an order form from the quote, its customer and contact, collects both signatures and files the signed copy on the quote.
Fills a supplier agreement from the vendor, collects the legal name, tax ID and both signatures, and updates the vendor.
Fills a credit application from the customer record, collects the customer and credit manager signatures and updates the customer.
A Docusign IAM plan with Workflow Builder, the Fluidlabs app for your system installed and connected, and permission to create eSignature templates. Each workflow page lists what it needs.
In Docusign, go to Agreements, Workflows, Create Workflow, then Import Workflow, and pick the .zip. Docusign asks for your app connection and opens the workflow, so you can review each step and publish it.
Download the workflow definition and the eSignature template. Upload the template under Templates, then build the steps the workflow page lists in Docusign Workflow Builder (Agreements, Workflows, Create Workflow), using the definition as a reference for the settings of each step.
Yes. Docusign Workflow Builder was previously called Maestro.
Yes. We adapt library workflows to your stages, approvals and documents, and build private apps when a system has no app yet. Ask for a workflow below and tell us the moment you want to automate.
Tell us the moment you want to automate, such as "the supplier signs and the PO updates". We add the most requested ones to the library.
The product names and logos on this page are trademarks of their owners. Fluidlabs uses them to identify the products. Their use implies no endorsement. Docusign is a trademark of Docusign, Inc. Each app named here is published by Fluidlabs, or built by Fluidlabs and in development. To ask us to remove a mark, email hello@fluidlabs.com.
