Contracts sent from your records
A Docusign envelope goes out from your template with the client’s details filled in and the signing order already set.
Docusign integration
Electronic signatures for contracts, agreements and forms, with signing order and audit trail. Connect Docusign to OLODESK and use it in the apps and automations your business runs on.
- Category
- Files & documents
Popular ways to use Docusign
Start with one of these, or describe your own.
Completed envelopes filed for you
Once everyone has signed in Docusign, the completed document and its certificate are saved to the client’s folder.
Signatures that move the deal
Completed Docusign envelopes mark the deal won, open the project and let your team know.
How to connect Docusign
Request Docusign
In your portal’s Integrations tab, press Request access next to Docusign. On Business Starter and Business Pro it’s ready within 24 hours. No account yet? Send a request.
Connect your account
Sign in to Docusign, or paste the access key from your account.
Describe what you need
OLODESK builds it with you. Try it on real data before it goes live.
On Business Pro, you can also work with your Docusign data in ChatGPT. AI on OLODESK
More files & documents apps
Google DriveFiles & documentsCloud storage for files and folders, with sharing and access from any device.
Google DocsFiles & documentsOnline documents for writing, editing and commenting together, saved to Google Drive.
DropboxFiles & documentsCloud file storage and sharing for teams, with folders, links and file requests.
PandaDocFiles & documentsProposals, quotes and contracts with templates, e-signatures and payment collection.
OneDriveFiles & documentsMicrosoft’s cloud storage for files and folders, with sharing and sync across devices.
Microsoft SharePointFiles & documentsIntranet sites and document libraries for sharing files, lists and pages across a company.
Docusign integration FAQ
Do I need my own Docusign account?
Yes. You connect the Docusign account your business already uses.
Which plans include the Docusign integration?
Business Starter and Business Pro. Press Request access next to it in your portal’s Integrations tab, and it’s ready within 24 hours.
Can I connect more than one Docusign account?
Yes. Connect as many as you need and choose which one each system uses.
Put Docusign to work
Start your Free trial, then request Docusign on Business Starter or Business Pro.