Private Docusign integration for the systems you already run

If the public app covers your records, you don't: we set up the trigger and the workflow on top of it. You need a private app for custom objects or a system with no app, or when you want an app that serves only your company.

A function is one area of your system where agreements start, such as Recruiting, Core HR, Procurement or Finance. An ATS like Lever counts as one function, and NetSuite with Finance, Procurement and HR counts as three.

Only the Docusign accounts you name can install it. We do not list it in the App Center.

We host it in the US region, the EU region or both, as you choose, and your data stays there. We run it under our ISO 27001-certified information security management, and we can also run it in a dedicated environment for your team.

Start with the apps Docusign publishes for Salesforce. With eSignature for Salesforce you send envelopes from records and flows. The Salesforce app from Docusign on the App Center adds read, writeback and file steps to Docusign Workflow Builder, and a Salesforce flow can start the workflow. If you need more than those apps cover, such as custom objects or a third system like your ERP, we build a private app for your account. Our Salesforce and Docusign page compares the routes side by side.

Docusign offers APIs such as the eSignature REST API, and Docusign Workflow Builder connects to your other systems through extension apps. You don't need your own developers: we build the private app, set up the workflow with your team, and host and maintain it.

Docusign IAM (Intelligent Agreement Management) adds agreement management on top of eSignature, including Docusign Workflow Builder and the extension apps of the Docusign App Center. Our workflows run in Docusign Workflow Builder, which the self-serve IAM plans include: one workflow on Starter, three on Standard and ten on Professional. For redlines our workflows use Agreement Desk, which comes only with Docusign IAM for Enterprise plans. If you already pay for Docusign IAM, ask for our free IAM Utilization Check and we tell you in writing what the plan does for you.

We price a private integration per function. The first function covers a private app that reads and writes your records and files the signed PDF back, the trigger in your system, one Docusign Workflow Builder workflow that we build and test with you, hosting set up in the US or EU region and a 30-day fix window after go-live. For each extra function we add its workflow and the reads and writes for that area. The first function costs $14,500 and each extra function $6,500. Hosting costs $750 a month and covers monitoring, patching and the updates you need when Docusign or your system changes its API. We send you a fixed quote in writing within 48 hours, before work starts.

Yes. We set up approval steps in Docusign Workflow Builder before the signature step, in the order you need, such as Legal and Finance, then the CEO, then the CFO. If an approver declines, the workflow stops and sends nothing.

Yes. In the last step of the workflow, your private app files the signed PDF on the record and writes the new status and any other fields you choose, so your team stops downloading and attaching files by hand.