01BEFORE SIGNATURE
Prepared and approved in Voyager.
Documents are prepared from the deal, project or vendor record and approved internally before anything is sent.
INTEGRATION · DROPBOX SIGN
Send for signature with Dropbox Sign, and keep the agreement connected to the work.
Dropbox Sign works with Voyager the same way as other signing providers: Voyager prepares and approves the document, Dropbox Sign handles the signature, and the signed agreement moves the work that depends on it.
The connection at a glance
What Dropbox Sign adds to Voyager.
- Context Voyager receives
- Signature status for documents sent through the connection, and the completed document where the connection allows.
- Actions, where authorized
- Where your authority policy allows, Voyager can send an approved document for signature through Dropbox Sign, using an integrated adapter, a connected panel or a deep link.
- Permissions and scope
- Access follows the Dropbox Sign account authorization and scopes granted. Sending for signature can require approval under your authority policy.
- Workflows it supports
- Client agreements, statements of work, vendor contracts and other documents that need a signature before work can start.
- Voyager's own equivalent
- Voyager prepares documents, routes internal approvals and tracks agreement status. The signature itself is completed in the signing provider.
- Keep it, replace it, or both
- Keep Dropbox Sign as your signing provider. Use it alongside Dropbox for files if you already do.
02AFTER SIGNATURE
A signature moves the work.
A completed agreement can start onboarding, open the project or set up the vendor, and the signed document is filed with the related record.
CONNECTION QUESTIONS
What to know before you connect.
- Does Voyager replace Dropbox Sign?
- No. The signature is completed in Dropbox Sign. Voyager handles the preparation, approvals and follow-through around it.
- Can we use DocuSign and Dropbox Sign?
- Voyager connects to both. Most organizations choose one signing provider.
- Can Voyager send documents for signature automatically?
- Only where your authority policy allows it. Otherwise sending waits for approval.
Get started
Start with one responsibility that matters.
Start with one responsibility that depends on this system. Keep it connected, run the capability natively in Voyager, or both. What Voyager can see and change always follows the permissions you grant.