I’ve been recently trying out Rules for my companies projects and I’m trying to find the best cost-effective integration for signing contracts in our small business.
Customers receive a Asana Form and fill out their info which goes to different custom tags in a project’s task.
What I need to do is to get those tasks to fill out a template contract in the easiest and cheapest online signing platform there is (We send no more than 5 contracts a month) and get it sent out automatically, hopefully informing every step in Asana.
I understand I must use something like zapier or make.com and I have used PandaDoc before, but I don’t want to be paying so much cause we’re a small business and do not send too many documents.
Can anyone recommend the best way to achieve this?
Not sure if this is exactly what you are looking for but there are various tools that directly integrate with Asana such as [Docusign](DocuSign + Asana • Asana.
Now I know there are also some that you don‘t pay monthly for but can get a cheap lifetime deal such as Grabsign for example (have used it before is okay in terms of features for the price). Now those I am not sure however if you can connect them with Asana somehow.
Also here is an existing feedback request thread that you might be interested in upvoting.
Thanks! But I tried connecting Asana to DocuSign and it doesn’t seem to be working. There are no rules created to be used with it…
What I need is to fill a document template from any signing app with certain tags from a task… I think I will have to use zapier or an alternative.
Did you have any luck with this? I still cant get it to work