Verma Solutions - Integrations Details

Key features of the Docusign integration

Seamless Document Signing: Send, sign, and manage documents directly from your existing systems (e.g., CRM, ERP, or custom apps).
Automated Workflows: Trigger document routing and approvals based on business rules or events.
Real-Time Status Tracking: Monitor the status of agreements (sent, signed, completed) from within your native platform.
Secure & Compliant: Ensures secure transmission and storage of documents, compliant with global eSignature laws (e.g., eIDAS, ESIGN, UETA).
Template Management: Use reusable templates to streamline repetitive document workflows.
Audit Trail: Every signed document includes a full, time-stamped audit trail for legal and compliance purposes.

Integrating DocuSign into your existing business systems eliminates manual paperwork, accelerates agreement turnaround times, and reduces errors.
By embedding eSignature capabilities directly into your workflows, your teams can operate more efficiently, ensure document accuracy, and deliver a seamless experience to clients, partners, and internal stakeholders.
This leads to faster deals, better compliance, and enhanced productivity.

Initiate from Your System: Users trigger a DocuSign envelope from their CRM, ERP, or application based on a workflow action or user request.
Auto-Populate Documents: Data from your system pre-fills fields in the document using templates or dynamic mapping.
Send for Signature: The document is sent to the recipient(s) via email or embedded signing experience.
Real-Time Updates: Status updates (sent, viewed, signed) are synced back to your system in real-time.
Store & Track: Once signed, the completed document and audit trail are stored securely and linked back to the original record.

Installing the plugin