Workflow from deal stage change- Docusign
We have a deal stage where we would like to automatically send out an NDA, using Docusign, to contacts of that company.
Is this possible using workflows, as I can't work it out at the moment. If its possible, please could someone give me some pointers?
Ideally the workflow would like this:
Deal stage changes
User asked which contacts need an NDA
User asked which docusign template to us
Then if you get a positive signed envelope back, it moves again to another stage (and triggers another workflow.....)