Everything you get with DocuSign
4 powerful features, seamlessly integrated
Acme Corp — Enterprise Plan
All parties signed
E-Signature Requests
Send contracts for signature directly from opportunity or contract records. Track signing status in real time.
Auto Pipeline Updates
When a contract is signed in DocuSign, the opportunity automatically moves to Closed/Won and an invoice is created.
Template Library
Use DocuSign templates with pre-defined signing fields. Map CRM fields to auto-fill recipient and contract details.
Signing Reminders
Automated reminders for unsigned documents. Track which signers have completed and who is pending.
Setup in minutes
Bring your own API key — connect and go
- 1
Go to docusign.com and create a DocuSign developer account (free sandbox available).
- 2
In the DocuSign Admin panel, navigate to Settings > Apps and Keys.
- 3
Create a new app and note the Integration Key (Client ID).
- 4
Generate an RSA key pair and download the private key for JWT authentication.
- 5
Return to Coeffection, click Connect, and enter your Integration Key and upload the private key.
- 6
Grant consent by following the authorization URL provided during setup.
Bring Your Own API Key
Connect DocuSign using your own account and credentials. No middleman, no markup — you maintain full control and ownership of your integration.
Upload your private key for JWT-based server-to-server auth. Keys are encrypted at rest.
Your Keys, Your Control
Credentials never leave your tenant. Encrypted at rest with AES-256.
Zero Markup
Pay the provider directly at their published rates. No Coeffection surcharge.
Enterprise Security
SOC 2 compliant credential storage with automatic key rotation support.
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