Docusign

Docusign is a software that provides electronic signature technology and digital transaction management products. It is used to securely and legally sign and manage documents online

With the help of the Docusign Widget in OnePageCRM, users can quickly integrate their CRM account with Docusign and easily review previous agreements that are connected to contacts saved in the CRM.


  • You need a Docusign account to connect it to OnePageCRM.
  • Only  Account Owner or Administrators can configure and manage the integration.

In this article:



Enable/Disable the Docusign Widget

1
Click on your User/Profile icon (top right-hand corner) → select Apps and Integrations under Sales Enablement Apps click on Docusign → click on Install.

Apps and Integrations page | DocuSign


2
On the Configuration tab click on Connect to Docusign.

Connect to DocuSign


3
Log into your Docusign account and permit OnePageCRM to display the data in the Docusign Widget on the contact page.

Find/Use the Docusign Widget

Jump up to Article's Overview ⮝

1
Open a contact → scroll down to the Docusign widget above the Contact Timeline → click on it to expand.

Click on the DocuSign widget to expand it.


2
Once expanded, it will display:

  • Date - When document was sent
  • Agreement - Name of envelope
  • Status - Status of document

    • Expanded DocuSign widget with the data


    💡 The widget will display contact-specific data for the first email address at the top saved with this contact.


    Types of Status values displayed in the DocuSign widget:

    Sent

    Delivered

    Waiting for Others

    Needs to Sign/View

    Correcting

    Declined

    Voided

    Expired

    Delivery Failure

    Authentication Failed

    Completed
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