Request for Information - Workflow Sample

Efficiently gather and manage information with Docusign's Request for Information (RFI) workflow. This solution empowers potential customers to submit an RFI seamlessly. Customize the experience with web forms to start the interaction. Once the required information is gathered, create and track the lead within Salesforce CRM. With secure electronic signatures and a user-friendly interface, automatically send a Mutual Non-Disclosure Agreement (NDA) to both parties. When fully executed, update your lead within Salesforce CRM when the potential customer successfully eSigned the NDA.

Elevate and automate your RFI process with a no-code solution by Maestro. 

Note: Our pre-configured workflows are designed for use with Docusign Maestro. Click here to learn more about Maestro and join the Beta program.

 Click the link below to download the pre-configured workflow packet.