DocuSign form integration
Each form fill sends a DocuSign envelope to sign from your own template, with every answer in its place.
StarterOn Starter and up. Free plan, no card needed.
What you can do with DocuSign
Tags show the plan a workflow starts on.
Sent to sign
StarterEach fill sends an envelope from your template to the person as its first signer.
Tags in your template
StarterWrite {{Question label}} where an answer goes, plus {{name}}, {{email}} and {{date}}.
Never twice
StarterA send that runs again finds the document it made, so there's never a second one.
A link on each fill
StarterEach fill in Claritia links to its DocuSign document.
Any form
Quotes, intakes, agreements and order forms.
Never lost
StarterEvery fill is saved in Claritia first. If DocuSign is busy, the send tries again.
Connect DocuSign in a few minutes
- 01
Connect DocuSign
Go to Settings, then Integrations, and sign in with DocuSign.
- 02
Pick the template
Open the form's Sync tab, add DocuSign and pick the template.
- 03
Publish
Each new fill sends a DocuSign envelope to sign.
Forms to start with
Each one is a real form you can fill in now, ready to send to DocuSign.
Works with the rest of your tools
Every lead goes to Claritia first, then to each tool you connect.
Google DocsA doc from your template
PandaDocA document sent to the person
HubSpotContacts, owners and booking
SalesforceLeads, contacts and owners
Google CalendarBusy times and Meet links
OutlookBusy times and Teams links
ZoomA link for each meeting
SlackLead alerts and /book
WebflowEmbeds and your own forms
StripePayments and paid meetingsQuestions
Something else? hello@tryclaritia.com
Who signs?
The person who filled the form, as the template's first signer role.
Which plan has the DocuSign integration?
Starter and up, from $15/seat/month.