Overview

Spendflo's DocuSign integration revolutionizes the management of your electronic signature licenses by consolidating all your licensing information in one central location. Through a seamless connection with DocuSign, Spendflo provides direct access to license details, usage data, and actionable insights, all within the Spendflo platform. The integration now supports the ability to create and send signature envelopes directly from Spendflo, eliminating the need to switch between platforms. Whether you're initiating new contracts or collecting approvals, you can launch envelopes, assign recipients, and track signature status using Spendflo’s native workflow orchestration. This article will guide you through the integration's use cases, the envelope creation workflow, and the simple setup process, empowering you to optimize both your DocuSign license management and electronic signature workflows effortlessly.

Pre-requisites

• DocuSign Administrator Role Required: To establish and manage the integration, users must have Docusign administrator privileges.

Features

Send documents for signature: Use Spendflo’s built-in workflow orchestration to create and send envelopes for e-signature collection, seamlessly and securely. 

Identify Inactive users: Utilize Spendflo's Calendly integration to generate a detailed user activity report under Settings -> “Licenses” to identify inactive licenses. 

Reclaim & Downgrade licenses: You can reclaim & downgrade inactive licenses in a single click within Spendflo under the License page.

Negotiate Favorable Pricing: Spendflo equips you with valuable data and reports to empower you during negotiations with Calendly.

Permissions

The following permissions are used for the integration with DocuSign :-

signature

openid

Steps to Install the Integration

1.  Navigate to the Spendflo Integrations Page (Settings > Integration > Available Apps)

2. Navigate to DocuSign under the Product section within the Available Apps. Click Connect to start the Integration. Ensure to be logged in to your DocuSign account. 

3. In a new window you will be given the option to connect using OAuth 2.0. Click Connect to complete integration.

4. Check the permissions to be provided for this integration

5. Integration is successful. You will be able to find the DocuSign Integration under the 'Connected Apps'.

Now that you have integrated with DocuSign, click here to see how you can best use the features.