Gravity Forms
+ Docusign Integration Premium

AUTOMATE LEGAL AGREEMENTS & E-SIGNATURES VIA DOCUSIGN

Accelerate contract execution, customer onboarding, and compliance authorizations. The Gravity Forms DocuSign Integration Add-on generates digital signature envelopes automatically upon form completion, pre-filling customer information and routing documents to signers within seconds.

Eliminate Costly Webhook Middleware & Protect Document Privacy

Third-party automation services like Zapier or Make charge hefty monthly fees and impose strict execution caps that escalate rapidly for contract-heavy businesses. Furthermore, routing legally binding documents through third-party servers increases security liability. Our native add-on establishes an encrypted, direct connection to the DocuSign eSignature REST API, dispatching signature requests with zero ongoing middleware tax.

Dynamic Template Pre-Filling & Recipient Roles

Leverage your established DocuSign templates without re-creating agreements. Map Gravity Forms fields directly into DocuSign document tabs—such as full name, company, email, contract value, and date. Assign recipient roles dynamically so executive signers, legal counsel, and clients receive documents in the precise routing order required.

Complete Audit Trail & Entry Synchronization

Stay audit-ready without manual oversight. Each submitted entry logs the generated DocuSign Envelope ID and API transmission timestamp directly in the Gravity Forms Entry Notes. Track document status from generation to final execution with complete transparency.

1. DocuSign API Authentication: Connects securely using Integration Key, Secret Key, and API Account ID via DocuSign REST API.
2. Form Submission & Conditional Validation: Intercepts form submissions and checks conditional logic rules to confirm agreement requirements.
3. Template & Tab Pre-Filling: Injects Gravity Forms data into designated DocuSign template tabs and dynamic text fields.
4. Envelope Creation & Routing: Dispatches the envelope via the DocuSign Envelopes endpoint (POST /v2.1/accounts/{accountId}/envelopes) to signers.
5. Audit Logging & Entry Reference: Stores the newly generated Envelope ID and transmission status in Gravity Forms entry metadata.