This article will help you understand DocuSign, its benefits, and the integration of Esign Documents and DocuSign.
R
Rashmi Kashyap
15 Jul, 2025 - Updated
1 day ago
Feature Availability
Vtiger Editions: One Professional | One Enterprise | One AI
Introduction
Watch the video to know about DocuSign Integration in detail.
DocuSign is a cloud-based digital signature app for businesses. DocuSign allows you to sign paperwork or send documents for signatures electronically without depending on actual paper documents. The Esign Documents module is used to send documents for signatures from Vtiger CRM. All the documents you have sent for signatures are created as records and displayed in the List View of this module.
DocuSign with Vtiger CRM
You can now integrate DocuSign with Vtiger CRM. Once installed, DocuSign will be a part of the Esign Documents module in the CRM. You can send quotes, invoices, contracts, etc., to your contacts, associates, and team members for digital signatures directly from the CRM. With this integration, you will be able to use the features of DocuSign, such as the following:
Add multiple signatories to your documents.
Decide the order in which the signatories will have to sign. For example, approvals.
Create personalized templates by adding brand images, logos, copyright, and email addresses.
Track and monitor the document status and signee details.
You will also be able to set up alerts in the CRM to notify you when a document is due for signature.
Requirements
You will need the following to integrate DocuSign with Vtiger CRM:
DocuSign Business Account: An active business account registered with DocuSign is required to initiate and manage eSignatures within Vtiger.
Esign Extension in Vtiger: A CRM add-on that must be enabled to allow integration and document signing functionality using DocuSign.
Benefits of using DocuSign
The following are the benefits of using DocuSign integration in Esign Documents:
Decreases the dependency on actual paper documents.
Enhances convenience with secure, well-integrated access.
Improves efficiency by reducing turnaround time.
Saves costs by shifting to email-based document delivery, removing the need for postal and courier services.
In this article, you will learn about:
Installing Esign Extension
Integrating DocuSign with Vitger CRM
Sending documents for digital signatures
Sign a Document using DocuSign
Revoke Access to DocuSign
Installing Esign Extension
To use DocuSign with Vtiger Esign Documents, you need to first install the Esign Extension.
Follow these steps to install the Esign Extension:
Log in to the CRM.
Click the User Menu.
Click Add-ons on the bottom left corner of the screen. The Add-ons page opens.
Look for the Esign Extension.
Click Install.
You have now installed the Esign Extension. You can now integrate DocuSign with Vtiger Esign Documents.
Integrating DocuSign with Vtiger CRM
Let us learn how to integrate DocuSign with the Vtiger Esign Documents module. This process involves navigation between Vtiger CRM and DocuSign screens.
Follow these steps to configure DocuSign with Vtiger CRM:
Step 1: Create a DocuSign account Step 2: Configure DocuSign account in Esign Documents
Step 1: Create a DocuSign account
You must first create an account with DocuSign before integrating it with Esign Documents in Vtiger.