DocuSign + 365agents: send contracts for signature immediately after the call

365agents connects natively to DocuSign via OAuth. Your AI agent triggers contract sends from the right templates with caller-specific fields already filled in — signed documents flow back automatically.

Written By Rick Garcia

Last updated 15 days ago

365agents connects natively to DocuSign via OAuth. When a caller agrees to move forward — new client, service contract, NDA, engagement letter — your AI agent triggers the right DocuSign envelope with the caller's details pre-filled, and a signing link lands in their inbox within seconds of hangup.

What this makes possible

  • Auto-trigger contracts — call outcome triggers the right envelope from your DocuSign templates

  • Pre-filled fields — caller name, company, rates, terms captured by the AI populate the template

  • Immediate send — envelope goes out within seconds of the call ending

  • Webhook on completion — signed documents trigger downstream actions (kick off onboarding, update CRM, create project)

  • Status visibility — your CRM and 365agents dashboard both show which envelopes are sent, viewed, signed, declined

How a real call flows

  • Law firm intake: new client agrees to sign engagement letter

  • AI triggers DocuSign envelope from the engagement-letter template

  • Fee structure, scope, and client name all pre-filled

  • Client receives signing link by email within seconds

  • On signature, webhook fires — creates matter in Clio, notifies the attorney, starts onboarding workflow

How to connect

  • Admin dashboard → Integrations → DocuSign

  • "Connect" with your DocuSign account

  • Authorize envelope creation and template access

  • Map call outcomes to specific templates

  • Test with a live call

Who this is for

  • Law firms and professional services with engagement letters

  • B2B sales with signed contracts before work begins

  • Real estate with listing agreements

  • Insurance with binding confirmations

  • Any service business where the gap between "yes" and "signed contract" matters

Related

Get started

Book a demo — we'll connect DocuSign and configure your templates during onboarding.