DocuSign Integration
Signed quotes, not signed-and-then-forgotten quotes.
Send the quote PDF as a DocuSign envelope, and let a completed envelope approve the quote automatically.
Connector Technical Specs
Integration Overview
How TackQuote connects with DocuSign
Eliminate manual data entry, prevent shipping or pricing errors, and streamline B2B order execution.
TackQuote's DocuSign integration turns an outgoing quote into a signable envelope. TackQuote uploads the generated quote PDF, adds your buyer as an embedded signer with a signature tab, and hands back a signing URL you can put in front of the buyer directly rather than relying only on DocuSign's emailed link. DocuSign Connect then calls back, and TackQuote verifies the HMAC over the raw request body before trusting a single field. A completed envelope advances the quote to approved, writes a quote.signed event, and stores the envelope id, status, and signing timestamp as signature evidence. Declines and voids are handled too, and a quote that has already been resolved is never overwritten.
Bi-Directional Sync
Data objects synchronized between systems
Here is exactly how data flows between TackQuote and DocuSign to maintain complete system alignment.
Bi-Directional Data Transfer
Streamline data exchanges between TackQuote and DocuSign without double data entry.
Automated Event Triggers
Execute sync actions automatically when quotes change state (created, sent, signed, accepted).
Secure Token Authentication
Connect via encrypted OAuth 2.0 or API key credentials with scoped multi-tenant authorization.
Audit Trail Logging
Track all sync operations, payload payloads, and execution timestamps in your TackQuote dashboard.
Capabilities
What's included in the DocuSign connector
Built out-of-the-box for enterprise sales teams, distributors, and manufacturers.
Envelope From Your Quote PDF
TackQuote uploads the generated quote PDF to DocuSign, adds the buyer as a signer with a signature tab, and returns an embedded signing URL.
Signed Means Approved
A completed envelope advances the quote from sent, viewed, or negotiating to approved and records a quote.signed event on the timeline.
HMAC-Verified Callbacks
Every DocuSign Connect delivery is checked against the X-DocuSign-Signature-1 HMAC over the raw body. Missing or mismatched signatures are rejected, never processed anyway.
Signature Evidence On The Quote
Envelope id, DocuSign status, signer, and signed-at timestamp are stored on the quote, so you can show exactly who signed what and when.
Setup Guide
4 steps to connect DocuSign
DocuSign runs as a single platform-level JWT Grant integration, so there is no separate DocuSign app for you to register. You enable it per workspace and pick the demo or production environment.
Enable DocuSign for your workspace
In TackQuote Settings → E-Signature → DocuSign, turn the connector on and choose demo or production. TackQuote checks real connectivity before it reports connected.
Point DocuSign Connect at TackQuote
Add TackQuote's webhook endpoint as a DocuSign Connect configuration with an HMAC secret, so envelope events can be verified on arrival.
Send a quote for signature
From a sent quote, request signature. TackQuote uploads the quote PDF, creates the envelope, and returns the buyer's signing URL.
Let the signature close the loop
When the buyer finishes signing, the verified Connect callback moves the quote to approved and stamps the signature evidence onto its timeline.
Requirements
What you need to get started
Prerequisites for authenticating DocuSign with your TackQuote tenant.
- DocuSign eSignature account (demo or production)
- A generated quote PDF to send for signature
- DocuSign Connect configured with an HMAC secret so callbacks can be verified
- Workspace admin access to enable the connector
All integrations included
No per-connector fees, middleware subscriptions, or hidden charges. Connect DocuSign and all 63+ connectors under your standard TackQuote plan.
FAQ
Frequently asked questions about DocuSign
Does a signed envelope change the quote status?
Yes. A completed envelope moves the quote from sent, viewed, or negotiating to approved and writes a quote.signed event. A quote already approved, converted, rejected, cancelled, or expired is never overwritten.
Can buyers sign without leaving the flow they are in?
Yes. TackQuote requests an embedded signing URL rather than depending on DocuSign's hosted email link, so signing happens where the buyer already is.
What happens if a DocuSign callback cannot be verified?
It is rejected with a 401. TackQuote requires a Connect HMAC secret and validates the signature over the raw request body — an unverifiable event never touches your quote data.
Workflow Ecosystem
Works seamlessly alongside DocuSign
Combine shipping, ERP, CRM, and payment connectors for end-to-end B2B sales automation.
Ready to connect DocuSign?
Start your free 14-day TackQuote trial. Connect DocuSign in under 5 minutes with zero credit card required.