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  • Jordan Fleming

    Hi Joe - yeah that is all able to be done by using a tool like Globimail ( to track the emails against the contacts, GlobiFlow (now Citrix Podio Workflow Automation) to control the processes and you can integrate DocuSign via the API. Docusign can be quite expensive if using the API so you can also use tools like RightSignature and

    If you're needing help you can find a Podio Partner by contacting Citrix support. There are many (like us) who can assist if needed).

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