✨ Starting November 13, this solution is available to everyone!

AgencyZoom's new e-signature solution, powered by DocuSign, makes it easy to send, sign, and manage documents directly within your account. This feature helps streamline your workflow, reduce manual follow-ups, and ensure signed documents are securely stored and easily accessible.

1. Overview

Connecting DocuSign to AgencyZoom allows you to:

prepare and send documents for electronic signature
view the status of each envelope directly from AgencyZoom
automatically update records when a document is completed, declined, or voided

To maintain user-level security, each individual sender must connect their own DocuSign account. AgencyZoom does not use a shared DocuSign connection.

2. Step 1 – Admin Setup (Required)

Before any user can send an e-signature request, the AgencyZoom admin must connect DocuSign from the main Integrations page.

Hover over My Agency (gear icon) in bottom-left corner
Select Integrations
Select DocuSign in the app marketplace
Click Connect
Log into your DocuSign account

After the admin connects:

Users can then connect their own DocuSign accounts (see next section)
If the DocuSign admin connected through AgencyZoom, AgencyZoom will automatically configure DocuSign Connect — no manual setup required

Only in scenarios where the admin chooses not to connect DocuSign themselves will manual DocuSign Connect configuration be needed.

3. Step 2 – User Setup (Each User Must Connect Their Own DocuSign Account)

Every user who sends e-signature requests must connect their individual DocuSign account.

Hover over your profile in the bottom-left corner
Select DocuSign Settings
Click Connect
Log into your DocuSign account

Once connected, you can send signature requests.

4. When Manual DocuSign Connect Configuration Is Required

DocuSign Connect is the webhook DocuSign uses to send status updates (Completed, Declined, Viewed) back to AgencyZoom.

Manual configuration is needed only if:

The admin does not connect DocuSign through the AgencyZoom Integrations page,
and
Non-admin users will still be sending envelopes

In this scenario, because the DocuSign admin did not authenticate DocuSign through AgencyZoom, the admin must manually configure Connect inside DocuSign to ensure status updates sync back.

If the admin did connect DocuSign normally, no manual Connect setup is needed — AgencyZoom handles it automatically.

5. [Admin] How to Manually Configure DocuSign Connect (Only if Required)

If the admin chooses not to connect DocuSign through AgencyZoom, follow the steps below:

In DocuSign, go to the Admin tab
In the left-hand menu, select Connect
Choose Add Configuration
- Name: AgencyZoom
- URL to Publish:
  https://app.agencyzoom.com/v1/api/docusign-hook/web-hook
Under Envelope and Recipient Events, select all options except:
- Envelope Reminder Sent
Under Include Data, enable:
- Custom Fields
- Recipients
Under DocuSign Click, enable:
- Click Agreed
- Click Declined
Click Save

This ensures signing event notifications reach AgencyZoom.

6. Sending E-Signature Requests in AgencyZoom

You can start a signature request in two ways:

When uploading a new file:
- Navigate to a relevant profile or service request.
- Click Upload File.
- After the file uploads, check the box labeled Create E-Sign Request in the dialog.
From an existing file:
- Go to the Files tab in a lead or customer profile.
- Click the Action Menu (three dots) next to the file.
- Select E-Sign.

After initiating a request from either method, the Create E-Signature modal will open:

Add Signees: Enter the names and email addresses of the individuals who need to sign the document.
Customize Email: Set the email subject and body that will accompany the signature request.

Tip: Use this space to add context for the recipient about what they’re signing.

Add Signing Fields: Use the DocuSign interface to place signature, initials, or other required fields on the document.
Send Request: Once everything is set, click Send to initiate the signature process.

7. Tracking E-Signature Statuses

You can monitor and manage your signature requests in two places:

E-Signatures Page:
- Access the new E-Signatures page from the main navigation.
- View all pending, completed, and canceled requests in one dashboard.
- Click the Status column to view signees and their signing statuses.
- Click the Action Menu next to the document.
  - Select Void Request to cancel a pending e-signature request.
  - Select Download Signed Document on a completed e-sign request to download the signed document.
Within Profile:
- Open the relevant profile.
- Go to the Files tab.
- Click the Action Menu next to the document to select from the same options above.
Notifications & Activities:
- When the recipient signs the document, you will receive a notification in the top-right corner
- All signing events are tracked in the Activities section of the profiles