Introduction
You can use Pipeline's integration with DocuSign to easily send signature requests from Pipeline and automatically received signed docs back in Pipeline.
How It Works
Once your DocuSign account is connected to Pipeline, you can send signature requests for documents from transactions, the Unassigned page, and the Reference page.
As soon as your requests are completed, the executed documents will automatically return to the Unassigned page in Pipeline. You can also import other documents from your DocuSign Inbox to the Unassigned page.
Who Can Use It
Anyone with a DocuSign account connect to DocuSign in Pipeline to send signature requests and receive signed docs.
Connect DocuSign & Paperless Pipeline
Make the initial connection to DocuSign from the Integrations area of your Personal Profile.
Learn how to Connect DocuSign to Paperless Pipeline →
Use DocuSign & Pipeline
Send Signature Requests
Send signature requests for documents. Once your requests are completed by signers, the signed documents will automatically return to Pipeline.
Learn how to Send Signature Requests via DocuSign →
Receive Signed Docs
After signers complete your signature request, the executed docs will automatically return to Pipeline's Unassigned page.
If you have other docs to import from DocuSign, you can import them directly from your DocuSign Inbox.
Learn how to Import Docs from DocuSign →