Streamline your document signing workflow by connecting DocuSign with Pronnel. This comprehensive guide will walk you through setting up DocuSign integration, tracking signature status, managing contract workflows, and automating document processes between your signing platform and project management system.

Steps To Follow

Step 1: Access App Integration in Pronnel

Access App Integration section in Pronnel dashboard

Log into your Pronnel account and navigate to the main dashboard. Look for the "Apps" section in the left sidebar or top navigation menu. Click on it to access the app integration marketplace where you can connect various third-party services including DocuSign.

Step 2: Connect Your DocuSign Account

In the app integration section, find and click on the DocuSign integration card. Click it to start the integration process. Use the private or shared instance to connect your DocuSign account to Pronnel.

Step 3: Configure Document Settings

After successful creation of instance, Configure the DocuSign envelope settings you want to integrate with your Pronnel boards.

Step 4: Set Up Signature Tracking

Open an item in pronnel and click on Apps on the right side. Click on the DocuSign app and select the instance you created.Click on Connect it will redirect to DocuSign where you need to authorize Pronnel to access your documents. Make sure you're logged into the correct DocuSign account and grant the necessary permissions.
After successful authorization, you will be redirected to Pronnel where you can see the documents you have access to. Click on +New Envelope to create a new envelope. Fill the required fields and click on Send.
It will redirect to DocuSign where you can see the envelope you created. You can see the envelope status in Pronnel.

Step 5: Automate Document Workflows

Create automation rules to streamline your document workflow. For example, you can set up a rule that automatically assigns completed documents to a specific team member, changes the status of an item when signatures are complete, or sends a notification to relevant stakeholders. This ensures that every document signing event is acted upon promptly and efficiently.

Conclusion

DocuSign integration with Pronnel creates a powerful bridge between your document signing and project management workflows. By following this guide, you can seamlessly connect your signing platform, track document status, and automate routine contract processing tasks.
The integration allows you to maintain visibility into your document signing performance directly from your Pronnel boards, ensuring that legal teams, sales professionals, and stakeholders stay aligned. With automated workflows, you can reduce manual follow-up and focus on what matters most - closing deals and executing contracts.
Remember to regularly review and update your integration settings as your document processes evolve. For additional support, visit Pronnel Support or check out our YouTube channel for more integration tutorials.

Start Integrating DocuSign with Pronnel

Frequently Asked Questions About DocuSign Integration with Pronnel

What permissions does Pronnel need to access my DocuSign documents?

Pronnel requires necessary permissions to access your DocuSign envelopes to track signing status, completion events, and document data. You can control which documents are accessible through DocuSign's authorization settings.

Can I integrate multiple DocuSign accounts with Pronnel?

Yes, you can connect multiple DocuSign accounts to Pronnel. Each connection can be configured independently with different document access and automation rules.

Will DocuSign integration affect my document signing performance?

No, the integration uses DocuSign's API efficiently and won't impact your document signing performance. Pronnel only reads status data and doesn't modify your documents or signature process.

How do I disconnect DocuSign integration if needed?

You can disconnect DocuSign integration anytime from the Apps section in Pronnel. You can also revoke access from your DocuSign account settings under "Connected Apps".

Can I set up different automation rules for different document types?

Yes, you can configure unique automation rules and workflows for each document type, allowing you to customize the integration based on your contract requirements.