Apply envelope document templates, Apply envelope templates, Create Envelope, Create envelope custom fields, Create envelope from template, Delete envelope custom fields, Delete envelope template, Download envelope document, Get account details, Get envelope by IDShow all
HR, Finance and Accounting
With the Tray Platform, we’ve been able to automate formerly inefficient and error-prone revenue ops processes with enterprise security and a modern interface...without engineering resources.
Now, anyone can stand up custom Infor + DocuSign integrations without extensive technical experience. The low-code Tray Platform makes it easy to connect your ERP, e-signature tool, and any data source, including flat files (such as CSVs), spreadsheets, webhooks, FTP, and any other software—even using data within custom fields.
You can rapidly connect Infor, DocuSign, and the rest of your tech stack in minutes using our visual, drag-and-drop builder. We give you the power to freely flow data for invoices, payments, contracts, and signatures between your most essential tools. Now, you can drive productivity and expedite your e-signature processes.
On top of integrations, you can also deploy custom Infor + DocuSign automation to take full control of your finance and e-signature data at scale. We give you the power to build powerful, multi-step workflows that boost efficiency and supercharge your processes. Using the Tray Platform, you can spend less time on manual work and more time on strategic projects such as streamlining license agreements and closing deals faster.
Connect to anythingAccess every endpointAutomate any event
Visual and intuitive UX Clicks-or-code automationCollaborative development
Logical operatorsAdvanced capabilitiesReal-time logs
Elastic scalabilityParallel processingLog data storage
Secure (SOC2 II, GDPR, HIPAA)Built-in 2FA + full encryptionRole-based access
Select the type of demo you’d like