Sign and send contracts from anywhere with Lumin
About Lumin
Lumin helps you upload documents and send to signers without opening Lumin and other apps. Beside, the app shows the latest updated contracts status and keep documents organized
- Streamlined Signature Processes: Create, send, sign and manage contracts directly in Zendesk Sell, without switching between different applications.
- Enhance Collaboration: Team members can tracking the signing status in real-time within Zendesk Sell. This improves communication and ensures everyone is on the same page.
- Improved Project Management: Attach and manage contracts in tasks and projects. It help organize relevant documents and make them easily accessible.
Installation
To use Lumin’s integration with Zendesk Sell, the admin of the Zendesk Sell account should follow these steps:
- Install the Lumin application from the Zendesk Marketplace.
- Select the account (workspace) in which you’ll install the app.
- Set up visibility rules for roles and groups in the app (if necessary), then confirm the installation.
- Lumin is now installed within Zendesk Sell and is available on the right panel on Lead, Company, Contact and Deal entity pages for all users.
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