BreezeDoc
Send your BreezeDoc templates for signature from any record and track every signature on the candidate or contact.
The BreezeDoc Integration for Recruitly connects BreezeDoc's e-signature platform to your recruitment CRM. Send contracts, offers and terms of business from a candidate, contact, company or lead record using the templates you already have in BreezeDoc, and see every send, signature and completion logged on that record.
- Category
- Digital signatures
- Cost
- Usage-based
- Built by
- breezedoc.com
- Enabled
- Per tenant, from inside Recruitly
What you get
Key Benefits
Send from the Record
Pick a template on the record's Files tab, check the signing order and send in a few clicks
Signature Tracking
Each party shows as Not sent, Waiting or Signed, and sent, signed and completed are logged as activities
Documents Sent in BreezeDoc Too
Documents sent from BreezeDoc itself are matched to the record by the recipient's email
Signed Copy on the Record
BreezeDoc emails you the signed PDF; file it on the record in one click
Owner Notified
The record owner gets a note when everyone has signed
How It Works
- 01Add Your TokenEach recruiter creates a personal token in BreezeDoc and pastes it into Recruitly
- 02Set Up TemplatesChoose a default template per record type and which templates recruiters can send
- 03Map ActivitiesPick the activity type for sent, signed and completed
- 04Send and TrackSend for signature from the record; Recruitly checks BreezeDoc every ten minutes and logs each signature as it lands
Technical Requirements
- Active Recruitly subscription
- Paid BreezeDoc plan (Individual or Agency)
- Templates set up in BreezeDoc's editor
More in the marketplace
Connect it once, then forget it is there
Integrations are enabled per tenant from inside Recruitly — nothing to install locally, and no separate contract with us to sign.