✨ This is currently in the Early Adopter program and will be available to everyone soon!
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.
Core Benefits
Simplified document workflows: Send and manage signature requests without leaving AgencyZoom.
Improved visibility: Track the status of all signature requests in one place.
Secure storage: Signed documents are automatically saved to the lead or customer profile.
Automatic activity logging: All signing events trigger a notification and are documented in the activity history of the associated lead or customer profile.
How to Set Up E-Signatures
To enable E-Signatures:
Admin Setup:
Navigate to My Agency > Integrations.
Locate the DocuSign app card.
Click Connect and enter your DocuSign credentials.
Individual User Setup (once Admin has connected):
Hover over your profile icon in the bottom-left corner.
Select DocuSign Settings.
Click Connect and log in with your DocuSign credentials.
[Admin] Configuring Connect in DocuSign (4:05 in video above): this is critical for signing events to be reflected in AgencyZoom
In your DocuSign account, select the Admin tab
In the left-menu, scroll down and select Connect
Select Add Configuration
Name: AgencyZoom
URL to Publish: https://app.agencyzoom.com/v1/api/docusign-hook/web-hook
Select all of the options in the Envelope and Recipients section (except Envelope Reminder Sent)
Open Include Data and select Custom Fields and Recipients
Open DocuSign Click and select Click Agreed and Click Declined
Save configuration
Once connected, you can begin sending and managing e-signature requests.
How to Initiate an E-Signature Request
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.
How to Track and Manage Requests
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.