Planned
DocuSign
Send contracts for e-signature from Wendesk deal cards. DocuSign is the global e-signature leader with court-admissible audit trails. Connect to Wendesk to send templated contracts, NDAs and renewals for e-sign from deal cards, route parallel-signer flows, and auto-advance the deal stage on completion — every signing event landing in the CRM activity timeline.
Free to use0.5K installsReleased 6 Jul 2026Updated 17 Jul 2026v1.0
FAQ
Frequently asked questions
Answers to the most common questions about DocuSign on Wendesk.
How do I send a DocuSign envelope from Wendesk?
Open a Deal record in Wendesk, click 'Send for Signature', select a DocuSign template, map the contact's name and email, and send. DocuSign emails the document to the signer. The envelope status is visible on the deal timeline.
Does Wendesk update the deal stage when a contract is signed?
Yes. When DocuSign fires the 'completed' webhook, Wendesk's workflow engine can move the deal to a configured stage — for example, moving from 'Proposal Sent' to 'Contract Signed' — without any manual action.
Are DocuSign signatures legally valid in India?
DocuSign's electronic signatures are legally recognised in India under the Information Technology Act 2000 and the Indian Evidence Act. However, certain documents (like property registration deeds) still require physical registration. Consult a legal advisor for your specific use case.
Can I use my own DocuSign templates?
Yes. Any DocuSign template in your account can be selected when sending from Wendesk. Placeholder fields in the template are pre-filled using contact and deal data from Wendesk.
What Wendesk plan includes the DocuSign integration?
DocuSign integration is available on the Growth plan and above. You need an active DocuSign account — a free developer account is available for testing.