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DocuSign

DocuSign Integration

Connect Formstack and DocuSign to generate, deliver, and sign custom agreements, proposals, and other documents.
Integration built by Formstack
Integration built by Zapier
Integration built by partner
Salesforce Native

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Integration Overview

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What You Need

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DocuSign Documents Integration

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Integration Overview

DocuSign is a digital signature platform that lets you collect signatures on agreements and other documents. Paired with Formstack Documents, you can automatically generate custom files and send them to DocuSign for eSignature. Create a custom DocuSign signature workflow in minutes.

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Partner Overview

DocuSign’s value is simple to understand: legacy, paper-based agreement processes are manual, slow, expensive, and error-prone. DocuSign eliminates the paper, automates the process, and connects it to all the other systems that businesses are already using.

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Use the integration to:

  • Quickly generate custom documents with data from your favorite third-party apps
  • Send documents to your DocuSign account to collect electronic signatures
  • Accelerate your eSignature workflows with a smooth document generation process

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What You Need

  1. Formstack Documents account
  2. DocuSign account

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How It Works

  1. Create a document template, set up merge fields, build in dynamic rules, and define where you want the signatures to go inside your document.
  2. From within your Formstack Documents account, select New Delivery and then choose DocuSign as your document delivery method.
  3. Authenticate your account by giving Formstack access, and start sending your documents out for digital signature within minutes with our DocuSign integration.

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Find Out More

Check out this help article to learn how to create a DocuSign signature workflow in minutes.


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Integration Overview

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Partner Overview

Use the integration to:

What You Need

How It Works

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