Answer rate and load questions from Emerge instead of trading emails with carriers.
Get more done with Tidio and DocuSign integration
Send a document for signature from the chat and answer where it is without leaving it.
No credit card required
Contact sales
Integration availability depends on your Tidio plan.
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Category
Workflows
Integration availability depends on your Tidio plan.
Compare plans
Use cases
What you can do with Tidio and DocuSign
Send it while they are ready
An agreement can go out from the Tidio conversation using a DocuSign template, so the document arrives while the customer is still saying yes.
Answer has it been signed
DocuSign envelope status reaches the chat, so both sides know who has signed and who is holding it up.
Rescue the stalled signature
A DocuSign envelope waiting too long can trigger a conversation, and one answered question usually beats a third reminder email.
Start the next step immediately
When DocuSign reports the envelope complete, onboarding, provisioning or invoicing can begin without anyone watching an inbox.
Overview
DocuSign moves an agreement from sent to signed, and most of the delay in between is a person who has a question and nobody to ask. Connected to Tidio through Zapier or the Tidio API, an envelope can be sent from a conversation, its status is answered in the same thread, and a document that has been sitting unsigned for a week becomes a reason to start a friendly chat rather than another automatic reminder.
Key features
- Send for signature from a chat using the DocuSign template your team already approved
- Answer where the document is with the DocuSign envelope status in the conversation
- Unblock the signer by answering the question that stopped them signing
- Know the moment it is signed so the next step starts without anyone checking
DocuSign
Workflows
Tags
Workflow Automation
Lead Capture
How it works
Connect DocuSign in minutes
1
Connect Tidio and DocuSign
Link them with Zapier, Make or the Tidio API and choose which DocuSign templates a conversation is allowed to send.
2
Decide what triggers what
Map chats to envelopes, and DocuSign status changes back to messages or internal notes.
3
Follow it to signed
The conversation carries the document from sent to complete, and DocuSign keeps the record and the audit trail.
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Frequently asked questions
Common questions about the DocuSign integration
Is the signature still legally handled by DocuSign?
Yes. The envelope, the signing experience, the certificate and the audit trail all stay in DocuSign. The integration only sends, reports status and reacts to it.
Can agents see the document?
Only what you allow. Most teams expose status and the recipient list to the chat and leave the document itself in DocuSign, where access is already controlled.
Is the DocuSign integration available on my plan?
Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the DocuSign integration.