DocuSign Integration
Setting up DocuSign#
OAuth 2.0~5 min setup
Send contracts for electronic signature directly from the CRM. Contracts are built from your DocuSign templates, and envelope status updates (sent, viewed, signed, declined) sync back to the deal record in real time. When a contract is signed, the opportunity automatically moves to Closed Won and invoice generation can be triggered.
Supported Features
| Feature | Details | Status |
|---|---|---|
| Template mapping | Map DocuSign templates to Coeffection contract types for one-click sending | Supported |
| Envelope status sync | Real-time status updates: sent, delivered, viewed, signed, declined, voided | Supported |
| Auto-advance pipeline | Signed contracts automatically move the deal to Closed Won | Supported |
| Signer field prefill | Contact name, email, company, and deal fields auto-populate in the envelope | Supported |
| Multi-signer support | Envelopes with multiple signers — each signer mapped to a CRM contact | Supported |
| Signed document storage | Completed PDFs stored in the CRM and linked to the deal record | Supported |
| Invoice trigger | Signed contract triggers automatic invoice creation in QuickBooks/NetSuite | Supported |
Before you begin
- ✓A DocuSign account (developer sandbox works for testing)
- ✓At least one DocuSign template configured
- ✓Admin role in Coeffection
Connecting DocuSign
- 1Go to Admin → Integrations → DocuSign and click Connect.
- 2Sign in to your DocuSign account in the OAuth popup.
- 3If you manage multiple DocuSign accounts, select the one to connect.
- 4Coeffection will fetch your DocuSign templates — map each template to a Coeffection contract type (e.g. Master Service Agreement, NDA, SOW).
- 5Configure signer field mapping — choose which CRM contact fields populate the DocuSign signer fields (name, email, company, title).
- 6Click Save. Contracts sent from Coeffection will now use DocuSign envelopes.
Admin → Integrations → DocuSign — Template Mapping
Template → Contract Type Mapping
Master Service Agreement v3→MSA
Mutual NDA→NDA
Statement of Work→SOW
Quote-to-Cash Workflow
DocuSign is a key step in Coeffection's Quote-to-Cash pipeline. The full flow is: Quote (draft) → Contract Sent (via DocuSign) → Signed → Closed/Won → Invoice Created. When a signed webhook arrives from DocuSign, the opportunity automatically advances to Closed Won and — if QuickBooks or NetSuite is connected — an invoice is created automatically.
Troubleshooting
Envelope status isn't updating in the CRM▾
DocuSign sends status updates via webhooks. Verify the webhook URL is configured correctly in your DocuSign Connect settings. Go to DocuSign Admin → Connect and confirm the URL matches the one shown in Admin → Integrations → DocuSign.
Signer fields are empty in the envelope▾
Check your signer field mapping in Admin → Integrations → DocuSign. The CRM contact must have an email address — DocuSign requires an email for each signer. Company name and title are optional but recommended.
ℹ
API credentials are encrypted at rest using AES-256 and are never exposed to frontend code. Coeffection uses per-tenant secret storage with full audit logging of all credential access.