Integration with Docusign

What is DocuSign?

DocuSign is one of the most widely recognized electronic signature and digital document management platforms globally, with a strong presence in Latin America. Its software lets organizations sign documents digitally, ensuring security, efficiency, and accessibility from anywhere. Given its importance in the e-signature ecosystem, integrating Webdox CLM with DocuSign becomes a strategic solution for companies already using DocuSign and looking for a comprehensive tool to manage their entire contract lifecycle.

How does the Webdox and DocuSign integration work?

The Webdox CLM and DocuSign integration uses DocuSign’s E-Signature SDK, allowing users to manage the electronic signature process directly within Webdox’s workflows. Users can select DocuSign as their e-signature provider when a signature is required.

Once this step is set up, DocuSign automatically sends email notifications to the signers, who then complete the signing process on the DocuSign platform. After signing, the document automatically returns to Webdox CLM, where it’s stored and continues through its lifecycle. This integration ensures that companies can centralize signature, storage, and contract tracking in one system, keeping the process smooth and efficient.

DocuSign Features and Benefits

• Flexible E-Signature Options: DocuSign offers various signing options, from text and initials to drawing a signature or uploading an image from a computer. These alternatives ensure an adaptable user experience while maintaining legal validity and security.
• Automated Notifications: The integration sends signers automated email notifications when their action is needed, speeding up response times and reducing delays in the contract process.
• Efficient Integration via the E-Signature SDK: Thanks to DocuSign’s E-Signature SDK, the integration with Webdox CLM is smooth and easy to set up. Users can directly select DocuSign as the signature provider from workflows, ensuring the process aligns with the contract’s needs.
• Compliance and Security: DocuSign adheres to the strictest international and local regulations, ensuring the authenticity, security, and traceability of each electronic signature, giving businesses peace of mind with every transaction.