Add a property to an envelope so with a query you can get the envelopes that are used and deducted from the purchased amount of envelopes
Can your development team add a field in the envelopes object and call it "EnvelopeIsUsedForBilling" and have your automation set the value to yes when the envelope counts against the envelopes used from purchased envelopes?
We need to be able to see the actual envelopes used per employee. This way we can charge the docusign costs against our projects.
2
votes
