DocuSign

DocuSign Integration

The DocuSign integration allows Quickfire to send, track, and retrieve electronic signatures without leaving the system.

It is most commonly used for proposals, certificates, and required forms.

---

What This Integration Does

Quickfire can:

• Send documents for signature
• Track envelope status
• Display signing history
• Download signed documents
• Surface pending signatures on the Homepage

Envelope activity is cached so status remains visible even during temporary API issues.

---

How It Shows Up in Quickfire

DocuSign data appears in:

• Homepage widgets
• Client and renewal views
• Proposal workflows
• Document and attachment histories

You can jump directly from a Quickfire record to the signed document.

---

Configuration Overview

Configured under Settings → Integrations → Signatures.

You’ll provide:

• API keys
• Account identifiers
• Environment settings

Once connected, DocuSign features become available immediately.

---

Why It Matters

Signature delays stall revenue. This integration keeps signatures visible and actionable instead of buried in email threads.