Does the proposal status update automatically when a client signs?

Yes. When a DocuSign envelope reaches Completed, CrmLeaf automatically updates the linked proposal status to Accepted - no manual follow-up needed.

Can a sales rep see who has and hasn't signed?

Yes. Per-signer status - Sent, Delivered, Viewed, Completed, Declined - is visible directly on the deal or proposal record.

What happens if a client asks for a change after the proposal is sent?

The rep voids the pending envelope from CrmLeaf, updates the proposal, and resends - all from the same record, with no need to log into DocuSign separately.

Do reps need their own DocuSign licence?

No. Sending is done through the organisation's connected DocuSign account. Individual reps just need CrmLeaf permission to send documents.

SALES MANAGER + TEAM

How sales teams close deals faster with DocuSign built into CrmLeaf

Stop exporting proposals, uploading them to DocuSign, and checking a second tab to see if the client signed. Send, track, and close from the same deal record.

Send a proposal for signature in one click, straight from the deal
See exactly who has signed and who is still pending
Proposal status updates to Accepted automatically on completion
Void and resend without leaving the CRM when terms change
Every signed contract stored against the client record for good

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Arjun Nair

Sales Manager · CloudSoft India · Hyderabad

1 click

Send for signature

6 hrs → 4 min

Proposal-to-send time

31%

Faster deal close

THE WORKFLOW

From proposal to signed deal, in one continuous flow

This is what a proposal looks like moving through CrmLeaf once DocuSign is connected.

Deal reaches Proposal stage

A rep marks a deal as ready to quote inside the CRM pipeline.

DealsCRM

Proposal is generated from the deal

Pricing, scope, and client details pull straight from the deal record - no re-typing.

Proposal

Rep clicks "Send for DocuSign Signature"

The proposal PDF is generated automatically and handed to DocuSign - no export, no upload.

DocuSign

Signers and routing order are confirmed

Client contact is pre-filled from the CRM record. Reps add an internal approver if the deal needs one.

Multi-signer

Client receives the envelope

DocuSign handles delivery, reminders, and the signing experience end to end.

Rep sees real-time status on the deal

Sent -> Delivered -> Viewed shows on the deal card without opening DocuSign.

Deals

Client signs

Signature is captured with a full audit event: action, timestamp, and IP address.

Proposal auto-updates to Accepted

No one has to check DocuSign and manually flip a status - CrmLeaf does it the moment the envelope completes.

Automatic

Signed contract flows into Sales

Signed PDF and certificate of completion attach to the new Client and Contract records automatically.

ContractsClients

BEFORE VS AFTER

Every step that used to cost a rep time

"I export the proposal, save it, then open DocuSign in another tab to upload it again."

Send directly from the proposal record - no export, no second login.

"I have no idea if the client has even opened it yet."

Sent, Delivered, and Viewed status shown live on the deal.

"Someone has to remember to mark the deal as won after the client signs."

Proposal status flips to Accepted automatically on completion.

"The client wants to change one line item after I've already sent it."

Void the envelope and resend the corrected version from the same record.

"Legal needs to see the audit trail and I can't find it."

Full audit trail - signer, timestamp, IP - synced onto the contract.

"Signed PDFs live in someone's inbox, not attached to the client file."

Completed documents attach to the client and contract history automatically.

THE IMPACT

What sales teams see after switching

28%

Higher deal close rate with pipeline + e-sign in one place

6 hrs

Saved per rep, per week, on manual sending and status checks

Signed contracts lost in email or shared drives

1 click

To send any proposal for signature

MODULES THIS WORKFLOW USES

“My reps used to lose half a day per deal exporting proposals and waiting to hear back. Now they send for signature from the deal itself, and I see the moment a client opens it.”

Arjun Nair · Sales Manager · CloudSoft India · Hyderabad, India

QUESTIONS FROM SALES TEAMS

Frequently asked questions

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Connect DocuSign in minutes and send your first proposal for signature today.

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