Yes. Krokul CRM integrates with DocuSign. The manager sends a Krokul contract for signature as a DocuSign envelope built on your template. When DocuSign reports the envelope as completed or declined, Krokul records the result on the deal and moves it to the right stage. The connection runs through the Krokul app in Zapier, Make and Albato, or through the Krokul API and webhooks.
Automation platformsZapierMakeAlbato
On the contract stage, the manager opens the contract document of the deal and presses Send for signature. Krokul builds the envelope from the DocuSign template chosen for that document type, attaches the contract as a PDF, fills the signer role with the contact and the template fields with the deal values, and sends it. The envelope ID stays on the document.
When every recipient has signed, DocuSign reports the envelope as completed. Krokul marks the contract as signed, adds a note to the deal feed with who signed and when, and moves the deal to the stage you set for signed contracts. Required fields of that stage are still checked.
For a contract with two signers, a completed recipient event lands on the deal as soon as each person finishes. The manager sees that the client director has signed and the finance head has not, and calls the right person.
If a recipient declines, or someone voids the envelope in DocuSign, Krokul marks the contract as declined, moves the deal back to the stage you set and creates a task for the deal owner with the decline reason from DocuSign.
After completion, Krokul fetches the signed document from DocuSign, saves it to the file storage connected to Krokul, such as Google Drive or Dropbox, and links it on the contract and the deal.
| DocuSign | Direction | Krokul | When |
|---|---|---|---|
| Envelope from template (roles, fields, PDF) | Krokul → DocuSign | Contract document of the deal and its contact | The manager sends the contract for signature |
| Envelope sent | DocuSign → Krokul | Contract status «sent» and the envelope ID | Right after sending |
| Recipient completed | DocuSign → Krokul | Note in the deal feed | DocuSign Connect event recipient-completed |
| Envelope completed | DocuSign → Krokul | Contract status «signed», next deal stage | DocuSign Connect event envelope-completed |
| Envelope declined or voided | DocuSign → Krokul | Contract status «declined», task and stage back | A recipient declines or the sender voids |
| Combined signed document | DocuSign → Krokul | File link on the contract and the deal | After the envelope is completed |
Yes. Krokul integrates with DocuSign through the Krokul app in Zapier, Make and Albato, and through its API and webhooks.
Both together. The envelope uses your DocuSign template for roles and signing fields, and the Krokul contract is attached to it as a PDF with the deal values.
Yes. A completed envelope moves the deal to the stage you chose for signed contracts. Krokul still checks the required fields of that stage and lists any that are missing.
In DocuSign, and as a copy in the file storage connected to Krokul. The contract and the deal in Krokul hold the link to it.
Signing, reminders to recipients and the certificate of completion stay in DocuSign. Krokul keeps the deal, the contract and a link to the signed copy.
Tell us which service you use and what should move between it and Krokul. We reply with the way to do it and when it will be ready.
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DocuSign is a trademark of DocuSign, Inc. Krokul is not affiliated with DocuSign.