CRM & CPQ
DocuSign
DocuSign eSignature is document signing software that you can use to legally—and securely—collect approvals online in minutes. Used to replace lengthy manual signing processes, e-signatures speed the agreement process and maximize productivity. This API guide will walk you through the steps to set up the integration, configure apps and flows, and enable automation for your business processes.
The integration between DocuSign and Togai requires only a one-time setup. Follow the steps below:
Install
- Navigate to the No code Center section from the left navigation bar in Togai
- Click on
Apps
to access the list of apps with tight integration support - Locate and select
DocuSign
from the available apps - Click on the
+Add connection
button - You will be redirected to DocuSign login page
- Enter your DocuSign credentials and log in to your DocuSign account
- Click on
Accept
to grant Togai access to your DocuSign account - You will be redirected back to Togai and the connection will be added to your account