DocuSign and Calendly Expert Needed Now

Posted 2 days ago

Worldwide

Summary

PLEASE READ EVERYTHING BEFORE APPLYING. WE ARE ONLY LOOKING FOR TRUE PROFESSIONALS. YOU MUST HAVE COMPLETED AT LEAST 50 DOCUSIGN SETUPS AND 50 CALENDLY SETUPS FOR CLIENTS. A LOT OF APPLICANTS WILL BE ELIMINATED. IF YOU ARE NOT A REAL EXPERT, WE'D SUGGEST NOT APPLYING — YOU WILL BE ELIMINATED IMMEDIATELY, AND IT WILL WASTE YOUR TIME AND OURS.** **To confirm you actually read this posting (not just pasted it into AI and generated a generic reply), start your proposal with the word "SIGNED." Proposals without this word will be eliminated without review.** **What "expert" means for this project:** **DocuSign — you must know the platform inside and out, including:** - Building and configuring envelopes from scratch, not just using pre-made templates - Placing and customizing every field type (signature, initial, date signed, text, checkbox, dropdown) with precise positioning across multiple pages - Setting fields as required vs. optional, and controlling exactly what a signer must complete before they can submit - Configuring signer routing — single signer, sequential signers, or multiple signers — and locking it down so no unintended steps get triggered - Adjusting account- and envelope-level permissions and settings when the default configuration doesn't produce the exact behavior needed - Knowing where the final signing link lives once setup is complete, and how to retrieve it cleanly **Calendly — you must know the platform inside and out, including:** - Creating and fully configuring event types (not just accepting defaults) - Setting durations, buffers, and availability rules precisely - Syncing to external calendars (Google/Outlook/iCloud) correctly with zero risk of double-booking - Customizing branding, confirmation emails, and reminder emails - Troubleshooting and adjusting advanced settings when something isn't behaving as expected - Producing a clean, final booking link ready to hand off for use elsewhere **Additional requirement:** Enough basic HTML skill to turn the DocuSign link into a simple, clean, clickable button — not just a bare URL. **Five Mandatory Screening Questions — you MUzST answer ALL to be considered:** 1. How many DocuSign envelope/template setups AND how many Calendly setups have you personally completed for clients? Both numbers must be 50+. 2. In DocuSign, describe a real situation where you had to override a default setting, permission, or routing rule to get a document to behave exactly how a client needed. 3. In Calendly, describe a real situation where you had to adjust an advanced setting (buffers, availability rules, integrations) to solve a scheduling problem. 4. Walk through exactly how you'd configure a document so a signer must complete every required initial and signature field, in the right order, with no way to skip or submit incomplete. 5. Can you produce a simple, clean HTML button (not just a plain hyperlink) for a call-to-action link? Briefly describe how you'd do it.

  • $50.00

    Fixed-price
  • Expert
    Experience Level
  • Remote Job
  • One-time project
    Project Type

Contract-to-hire opportunity

This lets talent know that this job could become full time.
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Skills and Expertise
Mandatory skills
JavaScript
DocuSign
Calendly
Activity on this job
  • Proposals:Less than 5
  • Interviewing:
    0
  • Invites sent:
    0
  • Unanswered invites:
    0
About the client
Member since Jun 5, 2021
  • United States
    New York11:33 PM
  • $547 total spent
    9 hires, 4 active

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