Do I need a separate DocuSign subscription?

Yes. CrmLeaf connects to your DocuSign account via OAuth. You use your own Integration Key and signing envelopes under your DocuSign plan.

What can I send for signature?

Contracts and proposals created in CrmLeaf. Each can be enabled or disabled independently in integration settings.

Can multiple people sign in a specific order?

Yes. Add multiple signers and set routing order so signatures happen in sequence - for example, client first, then internal approver.

How does CrmLeaf know when a document is signed?

Status syncs via DocuSign Connect webhooks and can also be refreshed manually from the document page.

What happens when a proposal is signed?

The proposal status is automatically updated to Accepted, and the signed document becomes available for download.

Can I cancel a signature request?

Yes. Active envelopes can be voided from CrmLeaf, which cancels the pending request for all recipients.

Is there an audit trail?

Yes. CrmLeaf syncs DocuSign audit events including action, user, timestamp, and IP address.

Can I test before going live?

Yes. Use DocuSign's sandbox (Development) environment in CrmLeaf settings before switching to Production.

INTEGRATION · DOCUSIGN

Sign contracts and proposals without leaving CrmLeaf.

Connect your DocuSign account and send contracts and proposals for legally binding e-signature. Track every signer, sync status automatically, and store signed PDFs - all from the same workspace where you manage clients, deals, and projects.

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1 click

Send for signature

2 document types

Contracts & Proposals

Your account

Bring your own DocuSign key

The old way

E-signatures shouldn't mean copy-paste workflows

Export a PDF. Upload it to DocuSign. Manually update proposal status. Hunt for the signed copy. Repeat for every deal. That friction costs time, creates errors, and slows revenue.

Manual PDF exports

Teams export documents from the CRM, re-upload them to DocuSign, and hope the right version gets signed.

Status out of sync

Sales checks DocuSign separately to see if a client signed. Proposal status in the CRM stays stale until someone remembers to update it.

Signed files go missing

Completed documents live in email or a shared drive - disconnected from the contract or proposal they belong to.

Why teams love it

Close deals faster with native DocuSign inside CrmLeaf

CrmLeaf's DocuSign Integration connects your existing DocuSign account to contract and proposal workflows - so signing is part of the deal, not a detour from it.

Send from the record

Open any contract or proposal and click Send for DocuSign Signature. PDFs are generated from your CRM templates - no export or re-upload.

Real-time visibility

See envelope status at a glance: Sent, Delivered, Viewed, Completed, Declined, or Voided. Per-signer progress on the same screen your team already uses.

Your DocuSign account

Connect via OAuth using your organization's Integration Key (BYOK). Use sandbox for testing or production for live signing.

Multi-signer routing

Add multiple signers with custom signing order. Client and internal approvers sign in the sequence you define.

Full audit trail

Sync DocuSign audit events - actions, users, timestamps, and IP addresses - directly into CrmLeaf for compliance and dispute resolution.

Signed docs, stored automatically

Download signed PDFs and certificates of completion. Completed contracts are attached to the contract file history automatically.

How it works

From connect to signed - in four steps

Set up once. Send signatures from any contract or proposal. Let CrmLeaf handle the rest.

Connect DocuSign

Go to Settings, Integrations, DocuSign. Enter your Integration Key and Secret, then connect your account with one click.

Configure defaults

Enable contracts and/or proposals. Set default reminder and expiration rules so your team sends consistently.

Send for signature

Open a contract or proposal, review pre-filled signers, add more if needed, and send. DocuSign handles delivery and signing.

Track & close

Status updates via webhooks or refresh. When signing completes, download the PDF or let CrmLeaf store it. Proposals auto-update to Accepted.

Built for every team

E-signatures where your work already happens

Whether you're closing a deal, onboarding a client, or routing a contract for approval, signing stays inside CrmLeaf.

Sales teams

Send proposals for e-signature and auto-mark deals accepted when signed. No more checking DocuSign in a separate tab.

Legal & operations

Route contracts through ordered signers and keep a complete audit trail with IP addresses and timestamps.

Account management

Void outdated signature requests and resend updated terms without leaving the CRM. Full history on every record.

Agencies & consultancies

Multi-signer workflows with custom routing order for client approval plus internal sign-off - all from one proposal.

Before vs after

Stop juggling tools. Start closing inside CrmLeaf.

Capability	Manual DocuSign	CrmLeaf + DocuSign
Generate PDF from CRM data	Manual export	Automatic
Update proposal status	Manual	Auto on sign / decline
Signed file storage	Separate folder	Attached to contract record
Signer defaults	Re-type each time	Pre-filled from client / lead
Audit trail in CRM	Not available	Synced with IP & timestamps
Void & resend	Switch tools	From the same record

Everything included

Enterprise e-signature, built into your CRM

Contracts & proposalsSend either document type; enable each independently in settings.

Multi-signer with routing orderSequential signing for client and internal approvers.

Reminders & expirationPer-send or default reminder intervals and expiry rules.

DocuSign Connect webhooksStatus syncs automatically when envelopes change.

Per-recipient statusSee who signed, who's pending, and when.

Void signature requestsCancel pending envelopes when terms change.

Certificate of completionDownload the official DocuSign completion certificate.

Sandbox & productionTest in development, go live when ready.

Role-based permissionsControl who sends documents and who manages integration settings.

We used to lose hours every week exporting PDFs and chasing signatures. Now our sales team sends proposals from CrmLeaf and knows the moment a client signs.

Sales Director

CrmLeaf customer (illustrative)

Good to know

Frequently asked questions

Turn signed documents into closed deals

Connect DocuSign in minutes. Send your first contract or proposal for signature today.

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