DocuSign – Reporting

The integration of DocuSign within Workbooks CRM has transformed how organisations manage electronic document signing, streamlining workflows across departments such as Sales, Support, HR, and Finance. The following sub-section explores how the DocuSign documents can be reported on within Workbooks, offering insights into its operational value.

DocuSign in Workbooks enables users to send documents for signature directly from CRM records. Supported record types include:

• Opportunities, Quotes, Orders, Contracts, Supplier
• Orders Invoices (with optional payment gateway integration)
• Cases (e.g., SLAs or Statements of Work)People & Organisations (e.g., HR onboarding)
• Custom Records (for tailored workflows)

Documents can be generated using either Workbooks PDFs or DocuSign Templates, with fields mapped dynamically from CRM data. The integration supports writeback functionality, allowing signed data to update source records automatically

DocuSign-specific reporting includes:

Document Status: Tracks who received the document, its signing status, and timestamps.
Signed Document Storage: Includes Certificate of Completion and links to signed files.
Payment Reporting: For documents integrated with payment-processing software, payment details such as transaction ID and amount are captured