Docusign

What is Docusign?

Docusign is a company that provides electronic signature technology and digital transaction management services to facilitate electronic exchanges of contracts and signed documents.

Docusign Integration with SurveySparrow Use Cases

The Docusign and SurveySparrow integration combines the power of electronic signatures with comprehensive survey tools, streamlining document management and feedback collection.

This integration allows you to enhance your document workflows by automating survey distribution, collecting feedback on signed documents, and personalizing your customer interactions based on insights gathered through surveys.

• Create Signature Request

Automatically generates a signature request via DocuSign whenever a survey response is submitted, streamlining the signature process for each response.

• Send Envelope Using Document:

Sends a signature request by automatically attaching a specific document for signature whenever a survey response is received.

• Send Envelope Using Template

Utilizes a pre-defined template to send a signature request, automating the process whenever a survey response is submitted, saving time for recurring forms.

• API Request (Beta)

Initiates a custom HTTP request for advanced DocuSign actions based on specific survey responses, offering more tailored functionality.

Docusign Integration

• Zoom
• Microsoft
• Salesforce

Features of DocuSign Integration with SurveySparrow

This integration offers a robust solution by connecting your contract management processes with real-time feedback collection, ensuring a smooth end-to-end user experience.

• Customizable Workflows: Tailor your workflows to fit specific use cases, ensuring that document signing and feedback collection are perfectly aligned with your operational needs.

• Real-Time Analytics: Track and analyze the signing process and feedback results in real time to make data-driven decisions quickly.

• Contract Feedback: Immediately after the contract is signed via DocuSign, trigger a SurveySparrow survey for the signatory to gather feedback on the contract terms or process.

• Employee Onboarding: Automate employment agreement signings and immediately follow up with onboarding surveys to ensure new hires understand their contracts and responsibilities.

• Event Management: Post-event satisfaction surveys will be deployed to participants to gauge the event’s success and gather actionable insights for event agreements and waivers signed through Docusign.