DocuSign
DocuSign is a digital agreement platform that enables businesses to securely send, sign, and manage contracts online.
Overview
DocuSign is a leading electronic signature and digital agreement platform that helps organizations prepare, send, sign, and manage documents securely online. It is widely used by sales, legal, HR, finance, and operations teams to streamline contract workflows and reduce reliance on manual paperwork. DocuSign supports integrations through both Zapier and its eSignature REST API, allowing businesses to automate document-related processes with other systems.
DocuSign can integrate with Cone CRM to connect agreement activity directly to customer and deal records. Contracts, proposals, and authorization forms sent through DocuSign can trigger updates inside Cone CRM, ensuring teams have clear visibility into document status without switching tools. This integration, enabled via Zapier and API-based workflows, helps Cone CRM users accelerate deal cycles, reduce administrative work, and keep CRM data aligned with the latest agreement activity. By linking DocuSign’s document execution capabilities with Cone CRM’s customer management workflows, teams gain better control, transparency, and efficiency across the entire agreement lifecycle.
Key Features
- Electronic Signatures – Send and collect legally binding signatures digitally, eliminating manual paperwork.
- Agreement Lifecycle Management – Track document status from sent to completed within connected CRM workflows.
- Zapier Automation Support – Enable no-code automation between DocuSign and Cone CRM.
- eSignature REST API – Programmatically send, retrieve, and manage envelopes for custom integrations.
- Status Visibility – Keep CRM records updated with real-time document progress.
- Faster Deal Execution – Reduce turnaround time by automating document handling and follow-ups.
Common Integration Use Cases
- Create or update a Cone CRM record when a DocuSign envelope is sent (Zapier).
- Update deal or contact status in Cone CRM when a document is completed (Zapier).
- Log signed agreements as activities or attachments in Cone CRM (Zapier or API).
- Send contracts from Cone CRM by triggering DocuSign envelope creation (API).
- Track pending or completed documents in Cone CRM for sales and legal visibility.
- Reduce manual follow-ups by syncing agreement status automatically into the CRM.
Endpoints
Pricing & Access Requirements
- DocuSign: Paid service with plan-based pricing; features and API usage vary by plan.
- Zapier: A paid Zapier plan may be required for multi-step automations or higher task usage.
- API Access: DocuSign API access requires a DocuSign account and developer credentials; availability depends on plan.
- Pricing Note: Pricing varies depending on plan; refer to the official website for details.
Setup Notes
- Authentication: DocuSign API uses OAuth 2.0 authentication.
- Prerequisites: API integrations require a DocuSign developer account and configured integration key.
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