Setting Up DocuSign
Connect DocuSign to send contracts for signature directly from DealView and track signing status.
Integrate DocuSign to send contracts for electronic signature without leaving DealView.
Prerequisites
- DocuSign account (any paid plan)
- Admin permission in your DealView workspace
- Contracts ready for signature in DealView
Connecting DocuSign
- Go to Settings → Integrations
- Find DocuSign and click Connect
- Sign in to your DocuSign account
- Grant DealView permission to send envelopes
- Click Accept to complete
DealView requests permission to send documents and check envelope status. We cannot access other DocuSign envelopes.
Sending for Signature
From any contract:
- Open the contract detail page
- Click Send for Signature
- Select DocuSign as the provider
- Add recipients:
- Name and email
- Signing order (if sequential)
- Role (Signer, CC, etc.)
- Add signature fields (drag to position)
- Include a message (optional)
- Click Send
The contract is sent via DocuSign immediately.
Recipient Roles
| Role | Can |
|---|---|
| Signer | Must sign the document |
| CC | Receives a copy, no action needed |
| In Person Signer | Signs in person on your device |
| Approver | Approves but doesn't sign |
Signing Order
For multi-signer contracts:
- Parallel - All signers receive simultaneously
- Sequential - Signers receive in order (next after previous completes)
Set order numbers (1, 2, 3...) for sequential signing.
Tracking Status
View signature status:
- Go to Contracts
- Look for the Signature status column
- Or open a contract and view the Signatures tab
Status values:
- Sent - Waiting for signatures
- Viewed - Recipient opened the document
- Signed - One or more have signed
- Completed - All signatures collected
- Declined - A signer declined
- Voided - You canceled the request
Signature Actions
From the Signatures tab:
- Resend - Send reminder to pending signers
- Void - Cancel the signature request
- Download - Get the signed document
- View in DocuSign - Open in DocuSign console
When all signatures are collected, DealView automatically downloads the fully-signed document and updates your contract record.
Templates
Use DocuSign templates for recurring documents:
- Create templates in DocuSign
- In DealView, click Send for Signature
- Choose Use Template
- Select your template
- Fill in recipient details
- Send
Bulk Sending
Send multiple contracts for signature:
- Select contracts in the contract list
- Click Send for Signature in bulk actions
- Configure common settings
- Add per-document recipients
- Send all
Bulk sending is subject to your DocuSign plan's envelope limits.
Troubleshooting
Connection failed?
- Ensure you have a DocuSign paid plan
- Try disconnecting and reconnecting
- Check your DocuSign account status
Send failed?
- Verify recipient email addresses
- Check the document isn't corrupted
- Ensure you have envelopes remaining
Status not updating?
- Status updates may take a few minutes
- Click Refresh on the Signatures tab
- Check DocuSign console for issues
Disconnecting
To remove the integration:
- Go to Settings → Integrations
- Click Disconnect on DocuSign
- Confirm
Pending signature requests continue in DocuSign but won't sync status to DealView.