DocuSign is a leading electronic signature and document management platform that allows organizations to securely and efficiently sign, send, and manage agreements online. It helps businesses automate and digitize agreement workflows, ensuring compliance, tracking, and integration with other systems. DocuSign enables companies to reduce manual processes, improve the speed of signatures, and provide a better experience for customers and employees by supporting legally-binding e-signatures in over 180 countries. By integrating DocuSign with Frends iPaaS, organizations can automate document workflows, connect DocuSign with other business systems, and enhance processes for end-to-end operational efficiency.

Business use cases

Automated agreement workflows

DocuSign enables users to send agreements digitally, ensuring easier management of contract execution. By integrating DocuSign with Frends, businesses can automate the process end-to-end. For example, Frends can trigger the automatic sending of a document via DocuSign when a sales deal is closed in a CRM like Salesforce or HubSpot. Once the agreement is signed and finalized, Frends can update the CRM with the signed document or status and notify the sales team.

Contract and document synchronization across systems

Businesses often need to store or manage signed agreements in multiple platforms like ERP, CRM, or document management systems. Frends can automate the synchronization of DocuSign documents by transferring signed agreements to platforms like SharePoint, Google Drive, or Salesforce. For instance, once an agreement is signed in DocuSign, Frends can automatically save the finalized document to a dedicated folder in SharePoint and update the relevant customer record in the CRM.

HR onboarding and employee agreement management

DocuSign is a popular choice for HR teams to manage offer letters, NDAs, and onboarding documents. Frends can enhance HR workflows by integrating DocuSign with HR platforms like BambooHR, Workday, or SAP SuccessFactors. For example, when a new hire is added to the HR system, Frends can trigger DocuSign to send onboarding documents such as employment contracts, tax forms, and policy acknowledgments. When all documents are signed, Frends can alert HR or update the candidate’s profile with the completed forms.

Compliance and auditing processes

Compliance is critical for industries such as finance, healthcare, and legal. DocuSign ensures secure and trackable digital signatures, and Frends can further automate workflows to ensure compliance. For instance, Frends can extract audit trails and metadata of signed agreements from DocuSign, archive them to secure storage like AWS S3, Azure Blob, or Google Cloud Storage, and create compliance-ready reports for regulatory requirements.

Sales and procurement integration

DocuSign is frequently used to streamline sales contracts and procurement processes. Frends can integrate DocuSign with procurement platforms and ERPs to automate workflows. For example, when a purchase order is approved in an ERP system like SAP or Oracle, Frends can generate the purchase document, send it via DocuSign for signatures, and confirm the signed document is saved in the ERP once finalized. Similarly, signed quotes can trigger deal stages to progress in a CRM, helping sales teams close deals faster.

Expiration notifications and renewals

Many agreements managed through DocuSign include renewal dates or deadlines. Frends can automate reminders by integrating with DocuSign to track expiration dates and send notifications. For example, Frends can monitor agreement timestamps in DocuSign and send email reminders to relevant stakeholders before contracts expire, ensuring timely renewals and avoiding disruptions.

E-signature request management

DocuSign supports workflows for requesting electronic signatures. Frends can enhance this process by integrating DocuSign with internal tools like Slack, Microsoft Teams, or email. For instance, Frends can create a workflow where an e-signature request in DocuSign generates automatic notifications in a designated Slack or Teams channel, allowing stakeholders to act quickly.

Multi-platform document tracking

Tracking the status of e-signature workflows across systems can be challenging. Frends can act as an orchestrator between DocuSign and other business platforms to provide real-time updates. For example, Frends can retrieve agreements' statuses from DocuSign (e.g., "Sent," "Viewed," "Signed") and update third-party systems like customer support or proprietary applications, improving visibility across departments.

Integration with finance systems for billing and invoicing

Frends can integrate DocuSign with billing and invoicing systems to automate financial document workflows. For instance, when an invoice is sent via DocuSign and signed by a client, Frends can trigger workflows to update billing systems such as QuickBooks, NetSuite, or Xero. This integration improves efficiency and ensures invoices are tracked and reconciled promptly.

Contract lifecycle management (CLM)

DocuSign can manage various stages of a contract lifecycle, from creation to execution. Frends workflows can be built to integrate DocuSign with other contract lifecycle management systems or approval platforms. For instance, when a contract draft is approved in a CLM tool, Frends can automate the process of sending the document through DocuSign for e-signatures, tracking the process to completion, and triggering notifications on next steps.

Partner agreement and legal processes

For partnerships or business agreements, DocuSign simplifies collaboration with external parties. Frends can integrate DocuSign with partner management platforms to automate these workflows. For example, when a partnership agreement is sent via DocuSign and signed, Frends can extract the signed document and notify internal and external parties while archiving the agreement in a secure document system.

Integration with CRM systems for seamless sales cycles

Frends can streamline sales workflows by connecting DocuSign with popular CRM systems like Salesforce, HubSpot, or Dynamics 365. For instance, when a proposal is approved in the CRM, Frends can automatically trigger DocuSign to generate and send the agreement to the customer. Once the document is signed, Frends can update the CRM with the signed copy and mark the deal as closed.

Automated document parsing and analytics

DocuSign agreements often contain valuable data that needs to be analyzed or reused. By integrating DocuSign with Frends and data extraction tools like Docparser, businesses can automatically parse signed documents to extract key fields such as contract value, terms, or customer details. Frends can then route this data to analytics tools like Tableau or Power BI to generate insights or monitor KPIs.

Multi-language support and localization

Businesses operating globally often require agreements in multiple languages. With Frends, companies can automate workflows where language preferences for customers are fetched from CRM systems, and specific templates are selected and sent through DocuSign. This ensures a seamless and localized experience for global clients, improving efficiency and reducing errors.

Remote and hybrid workflows

For businesses with hybrid or remote teams, DocuSign serves as an essential tool for ensuring business continuity. With Frends, workflows can be expanded to automate multi-step processes involving DocuSign signatures and integrations with communication and project management tools. For example, workflows for hiring, procurement, or project approvals can ensure steps are completed asynchronously without the need for manual coordination.