Manage document signing workflows for your users directly from Deskpro with our DocuSign App integration. With the DocuSign integration you can:

• Automatic User Matching: Deskpro users are matched to DocuSign recipients using their email address.
• Manual Matching Option: If no match is found, you can link a DocuSign user manually.
• View Document Status: See all envelopes (documents) linked to the user, including whether they’ve been completed.
• Send New Documents:
• Choose a DocuSign template.
• Select recipients (Deskpro autofills the current user’s email, but you can add more).
• Add a subject and message.
• Send directly via email from Deskpro.

This makes it easier for agents to track and send signature requests without ever leaving the help desk.