DocuSign Salesforce integrationDocuments built from the record and sent for signature without leaving it.
Your reps prepare agreements in Salesforce and clients sign them in DocuSign. We integrate DocuSign with Salesforce, so a PDF is created from the record, sent for signature with CC recipients from a Send Documents for Signature tab, and tracked on the record as signed or pending.
- Send documents for signature from the Salesforce record
- CC recipients added on the send
- PDFs created from Salesforce fields, such as engagement letters and IRS forms
- Signed and pending documents together, with a pending signatures report
900+ integrations completed · Salesforce partner · We sign BAAs
- • Signature status
- • Pending signatures
- • Documents
- • CC recipients
Signatures tracked outside the CRM
Without an integration, a rep copies the client details into a document, uploads it to DocuSign, adds the recipients by hand and checks back later to see if it was signed. Typos go out for signature, and nobody in Salesforce knows which documents are still waiting.
What it does
What the DocuSign Salesforce integration handles
Send Documents for Signature tab
A tab on the Salesforce record where the rep picks the documents and sends them through DocuSign.
CC recipients
CC recipients are added on the send, so the right people get a copy of the document.
PDFs created from the record
Engagement letters and other documents built from Salesforce fields, with Visualforce PDFs where the layout needs exact control.
IRS Forms 2848 and 8821
For tax resolution firms, Forms 2848 and 8821, personal and business, prefilled from Salesforce and sent for signature.
Documents tab
Signed and pending documents together on the record, previewed inline instead of downloaded.
Pending signatures report
A report of documents still waiting for a signature, so reps follow up before the client goes quiet.
Try it: connect two systems
Click and drag the blue plug back, then let go to connect DocuSign to Salesforce.
AimingData that flows
DocuSign Salesforce integration: both directions, field by field
- DocumentsPDFs created from the record
- CC recipientsAdded on the send
- Signature statusSigned or pending, on the Documents tab
- Pending signaturesIn a Salesforce report
See your own DocuSign + Salesforce map
A free call maps your fields and data flow, so you see exactly what the integration would do before anything is built.
Built for real life
DocuSign Salesforce integration: the hard parts, already solved
Exact layouts
Documents that need fixed formatting, like an engagement letter with page footers, are built as Visualforce PDFs.
Personal and business forms
IRS Forms 2848 and 8821 come in personal and business versions, each prefilled from the right Salesforce fields.
Inline preview
Documents on the Documents tab preview inline, so reps check a PDF without downloading it.
Documents still waiting
Pending documents sit next to signed ones on the record, and the pending signatures report lists them for follow-up.
Fewer typos
The PDF is filled from Salesforce fields, so client details are not retyped into the document.
What clients say
The JTS team are extremely knowledgeable when it comes to advertising attribution and maximizing the potential of customer and leads. They know software extremely well, and how all the pieces fit together perfectly. I highly recommend his services to anyone looking to streamline their technology and maximize their sales potential.
I have been thoroughly impressed with the results. JTS team expertise in systems and software integration has given me clear and concise reports, they help me also with generating qualified leads, has been instrumental in driving my business forward. Thank you for everything you have done for my business.
For the past five years, Journeys Through Search has been an incredible marketing company to assist in our PPC, web development and support. Quick responses, vast knowledge and marketing creativity made them such a value add to our organization.
How it works
How the DocuSign Salesforce integration goes live
- 1
Book a free call
We look at the documents your team sends, who signs them and who needs a copy.
- 2
Map the documents
Each document, its Salesforce fields and its recipients written down and signed off by your team.
- 3
Build in a sandbox
The PDFs, the Send Documents for Signature tab and the Documents tab built and tested in a Salesforce sandbox.
- 4
Test, train and go live
QA with real records, training for your reps, then go live with support.
Working with us
US and overnight hours
Our teams cover all hours, so work keeps moving after your day ends.
AI agents in the workflow
We use AI agents in development and content creation, on a HIPAA-compliant Claude Enterprise license, so builds move faster.
900+ integrations completed
We have done this before, and it shows in how we plan and test.
Free call first
Honest advice before any work starts, even if you never hire us.
Who the DocuSign Salesforce integration is for
- Teams using Salesforce and DocuSign
- Tax resolution firms sending engagement letters and IRS Forms 2848 and 8821
- Reps retyping client details into documents before sending them
- Managers who need to see which documents are still unsigned
DocuSign Salesforce integration FAQ
Can we send DocuSign documents from Salesforce?
Yes. A Send Documents for Signature tab on the record sends documents through DocuSign, with CC recipients.
Can the PDF be created in Salesforce?
Yes. We build PDFs from Salesforce fields, such as an engagement letter, then send them for signature.
Can IRS Forms 2848 and 8821 be prefilled?
Yes. Personal and business versions are prefilled from the Salesforce record before they go out.
Where do we see what is signed?
On a Documents tab with signed and pending documents together, and in a pending signatures report.
How much integration experience do you have?
900+ integrations completed, across call tracking, texting, forms, EMRs, billing and document tools.
Are you a Salesforce partner?
Yes. Journeys Through Search is a Salesforce partner.
How is it priced?
By project, not by the hour. The first call is free, and you get a project quote after it.