Integrations & API

In an ideal world, Lumin would first combine the quote and a PDF of our T&Cs. Lumin would then send the combined document out for signature; the client would then sign in a box at the bottom of the T&Cs, then type their name in as well.

Lumin Sign flow in Salesforce without the need for a signature, approval docs being edited/sent from Salesforce but no signature needed.

I am trying to upload a document from my Google drive and it only shows files rather than folders. I have just connected the lumen app to my Google drive as per your help page recommendation but that hasn't done anything I'm still getting the list of files rather than a folder tree.

When adding or maintaining a lot of users it is very time consuming to have to go and do that manually for each SaaS tool. Ideally Lumin would just sync with our Google Workspace account.

Would like to have signed documents auto save to the files area against Xero contacts and companies.

The cost is too much to just merge pdfs

Moodle built courses

Salesforce users have reported that the cost of storing documents in Salesforce is huge, so they would love an integration that allowed them to redirect signed docs to be stored in alternate locations (SharePoint has been the most suggested).

The speed of uploading files in extension is too slow

I would like to have the ability to use templates in Lumin Sign when sending out e-signature requests from Pipedrive. This feature would streamline the process and ensure consistency in the documents being sent for signature.