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DocuSign

DocuSign screenshot

Manage document signing workflows for your users directly from Deskpro with our DocuSign App integration. With the DocuSign integration you can:

  • Automatic User Matching: Deskpro users are matched to DocuSign recipients using their email address.
  • Manual Matching Option: If no match is found, you can link a DocuSign user manually.
  • View Document Status: See all envelopes (documents) linked to the user, including whether they’ve been completed.
  • Send New Documents:
  • Choose a DocuSign template.
  • Select recipients (Deskpro autofills the current user’s email, but you can add more).
  • Add a subject and message.
  • Send directly via email from Deskpro.

This makes it easier for agents to track and send signature requests without ever leaving the help desk.