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DocuSign Integration
Send fee sharing agreements and referral documents for electronic signature directly from VerdictFlow. Eliminate manual document handling and close agreements faster.
Key Features
Send agreements for e-signature
Pre-filled signer information from lead data
Real-time signature status tracking
Automatic document filing after signing
Multi-party signing workflows
Template-based agreements
Audit trail and compliance
OAuth 2.0 authentication
Getting Started
1
Connect DocuSign
Authorize VerdictFlow to send documents via your DocuSign account
2
Configure Templates
Map your agreement templates to DocuSign envelopes with signer roles
3
Send for Signature
Generate and send fee agreements directly from referral workflows