What you get
DocuSign plus Kroolo, better together.
Send From a Deal or Task
Send a DocuSign envelope straight from a Kroolo task or CRM opportunity.
Status in Context
See who has signed and what is pending next to the work it unblocks.
Signed Copy Filing
Attach the completed DocuSign document to the right project automatically.
Reminder Automation
Nudge pending signers and notify owners when a document completes.
Audit Trail
Keep envelope history linked to the work record.
What gets imported
EnvelopesTemplatesRecipientsSigning statusSigned documents
See it in action
Manage the connection in one panel.
See what has been imported, when it last synced, and sync, edit or disconnect with a click. Data shown is sample data.
Set up
Connected in six steps.
1Open IntegrationsIn Kroolo, go to Settings, then the Integrations tab.
2Select DocuSignPick DocuSign from the list of available integrations.
3Authorize DocuSignSign in to DocuSign and approve the permissions Kroolo asks for.
4Choose what to importChoose the templates to connect.
5Choose what to sharePick the projects and events to connect.
6Finish and syncComplete setup and get real-time updates from DocuSign.
Questions about DocuSign
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Explore
More integrations
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- Dynamics 365 IntegrationLink Dynamics 365 accounts, contacts and opportunities to Kroolo projects. CRM data stays in sync so sales hands off to delivery without re-keying.
- Figma IntegrationEmbed Figma designs and FigJam boards in Kroolo tasks and bring review comments into the work. See what syncs, the Figma permissions needed and setup steps.
- Freshservice IntegrationSync Freshservice tickets, service requests and users with Kroolo and search them with Kroolo Search. See what syncs, sync direction, permissions and setup.
- GitHub IntegrationSync GitHub issues with Kroolo tasks both ways from a project's Sync Repos button, with titles, descriptions, tags and assignees. See the setup steps.
- GitLab IntegrationSync GitLab issues with Kroolo tasks both ways, and follow merge requests and milestones next to project plans. See what syncs and the setup steps.