> ## Documentation Index
> Fetch the complete documentation index at: https://dialnexa.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# DocuSign

> Send DocuSign signature requests from DialNexa calls - when a verbal agreement happens on the phone, the contract goes out before the call ends.

DocuSign is the leading e-signature platform. When a verbal agreement happens on a DialNexa call - a sale closed, a contract discussed, a proposal accepted - DialNexa can trigger a DocuSign signature request immediately, while the momentum is still there. No delay, no manual step, no waiting for a rep to follow up with the document.

<Note>
  This integration is most powerful in high-velocity sales or service workflows where the gap between verbal agreement and signed document is where deals go cold. DialNexa closes that gap.
</Note>

## What this integration does

DialNexa connects to DocuSign through the DocuSign eSignature API. After a call, DialNexa can:

* **Send a signature request** for a specific DocuSign template to the caller's email address
* **Pre-fill template fields** with information captured during the call - name, company, address, agreement terms, or custom fields
* **Track signing status** - check whether a document has been signed and use that as a trigger for next steps
* **Void or cancel envelopes** when a caller changes their mind or conditions change
* **Retrieve signed documents** and log or store them in connected systems

## When to use DialNexa with DocuSign

**Sales contract close** - a prospect verbally agrees to move forward on a call. DialNexa sends the contract via DocuSign before the rep even hangs up. The prospect gets the signature request in their inbox while they're still in buying mode.

**Service agreements** - for home services, legal, financial, or healthcare providers that confirm services by phone, DialNexa can dispatch a DocuSign agreement immediately after the caller says yes - terms, scope, and pricing pre-filled from the call.

**Lease and rental agreements** - property managers who qualify tenants over the phone can trigger DocuSign lease agreements the moment the tenant confirms they want the property.

**Consent and authorization forms** - when a caller gives verbal consent to a service, treatment, or data processing, DialNexa sends a DocuSign consent form to make the agreement formal and documented.

**Amendment signatures** - when an existing customer calls to agree to a price change, scope adjustment, or contract renewal, DialNexa can send the amendment via DocuSign within seconds of the call ending.

## What DialNexa does with DocuSign

<CardGroup cols={2}>
  <Card title="Envelope dispatch" icon="send">
    Sends a DocuSign signature request to the caller's email immediately after the call - with the right document template and pre-filled fields.
  </Card>

  <Card title="Field pre-filling" icon="edit">
    Populates DocuSign template fields with data captured during the call - so the signer only needs to review and sign, not fill in their own details.
  </Card>

  <Card title="Signing status checks" icon="check-circle">
    Checks whether a previously sent DocuSign envelope has been signed - useful for follow-up calls or automated next-step triggers.
  </Card>

  <Card title="Envelope management" icon="folder">
    Voids or cancels envelopes when the call outcome changes - for example, if a prospect backs out after an envelope was already sent.
  </Card>
</CardGroup>

## Setting up the integration

In your DialNexa agent workflow, add a DocuSign action after the call. You'll configure:

1. **DocuSign API credentials** - your DocuSign integration key and OAuth credentials (set up once in DialNexa integrations)
2. **Template selection** - which DocuSign template to use for each workflow (you create templates in DocuSign ahead of time)
3. **Signer details** - the caller's name and email, captured during the call or from a pre-call CRM lookup
4. **Field pre-fill mapping** - which DocuSign template fields map to which DialNexa call variables
5. **Send conditions** - optional rules so the envelope only fires when specific conditions are met (e.g., only send the contract when `call_outcome = verbal_agreement`)
6. **Notification** - optional Slack or email alert when the envelope is sent and when it's signed

## Workflow ideas

<AccordionGroup>
  <Accordion title="Verbal close to DocuSign in one step">
    Your agent handles a sales call. The prospect says they want to move forward. The agent confirms the key terms - pricing, duration, scope - and ends the call. Within 30 seconds, the prospect receives a DocuSign request with the contract pre-filled with everything they confirmed. They sign from their phone. The deal is closed before they've left their desk. The rep gets a Slack notification when the envelope is signed.
  </Accordion>

  <Accordion title="Service confirmation: dispatch the agreement at the moment of commitment">
    A homeowner calls to book a service - HVAC installation, solar panels, pest control, roofing. They agree to the service terms on the call. DialNexa sends the service agreement via DocuSign immediately - name, address, service type, and price pre-filled. The homeowner signs before the field team is even dispatched. Disputes about what was agreed are eliminated.
  </Accordion>

  <Accordion title="Renewal signature: close renewals by phone and paper at once">
    Your agent calls a customer ahead of contract renewal. They agree to renew. DialNexa triggers the DocuSign renewal agreement immediately after the call - pre-filled with the updated terms and pricing confirmed on the call. The customer signs the renewal before they've had a chance to reconsider or shop alternatives.
  </Accordion>

  <Accordion title="Status-based follow-up: call when a document goes unsigned">
    An envelope was sent three days ago and hasn't been signed. DialNexa calls the signer, asks if they've had a chance to review, addresses any questions, and either resolves objections or (if the deal is back on) re-sends the DocuSign with updated terms. Automated follow-up on unsigned documents without a rep manually tracking every open envelope.
  </Accordion>
</AccordionGroup>

## Pairing DocuSign with other integrations

* **DocuSign + Salesforce** - when a DocuSign envelope is sent from a call, update the Salesforce Opportunity stage to "Contract Sent" and create a task to follow up if unsigned after 48 hours
* **DocuSign + HubSpot** - log the DocuSign send as a deal activity in HubSpot and move the deal to the right stage when the document is signed
* **DocuSign + Slack** - notify the rep or legal team in Slack when an envelope is sent and again when it's signed
* **DocuSign + Gmail** - if the caller prefers a different email for the signature request, DialNexa can capture it during the call and route the DocuSign to the right address
* **DocuSign + Google Drive** - store signed DocuSign PDFs automatically in the client's Google Drive folder after completion

## Common questions

<AccordionGroup>
  <Accordion title="Can DialNexa send different DocuSign templates for different call outcomes?">
    Yes. You can add conditions to the DocuSign action - for example, send Template A for new customers and Template B for renewals, or send different contracts based on the product or service discussed on the call.
  </Accordion>

  <Accordion title="How does DialNexa pre-fill DocuSign template fields?">
    DocuSign templates have named fields (tabs) that can be pre-populated via the API. In your DialNexa workflow, you map each DocuSign field name to a DialNexa variable - the caller's name, company, agreed price, start date, and so on. The envelope arrives pre-filled and ready to sign.
  </Accordion>

  <Accordion title="What happens if the caller hasn't given their email address?">
    If no email is available, the DocuSign action can be configured to skip sending the envelope and instead create a task for a rep to follow up manually with the document. Alternatively, the agent can ask for the email at the end of the call before triggering the DocuSign.
  </Accordion>

  <Accordion title="Can DialNexa check if a DocuSign envelope is signed before taking action?">
    Yes. DialNexa can query the DocuSign API for the status of a specific envelope and use that as a trigger condition - for example, only proceed with a particular workflow step if the envelope status is "completed."
  </Accordion>

  <Accordion title="Is DocuSign required, or can I use other e-signature tools?">
    DialNexa also integrates with other e-signature platforms. If you use a different provider, check the integrations catalog for your specific tool.
  </Accordion>
</AccordionGroup>