dox42 DocuSign Integration
Automate the entire process of document generation and digital transaction with dox42 and DocuSign.
Send automatically dox42-generated documents via DocuSign in just one step. Easy to integrate into any application, workflow, CRM- or ERP-system or Microsoft SharePoint.
Documents for digital signing in one step
Send automatically dox42-generated documents via DocuSign in just one step.
Complete process automation
Automate the whole process of document generation and digital transaction.
Flexible system integration
Combine dox42 document automation and DocuSign eSignature in any system, application or workflow.
System Requirements
- Valid DocuSign license
- dox42 Server (On-Premises or dox42 Online)
Tutorial Videos
dox42 Document Automation with DocuSign
Design documents in Microsoft Word, Excel and PowerPoint
Before sending documents for digital signage, design and individualize them with the dox42 Add-Ins in Microsoft Word, Excel and PowerPoint. Integrate dynamic tables and diagrams, images, bar codes, text modules, conditions and calculations into documents based on data from Microsoft Dynamics 365, SharePoint, SAP, SQL, WebService, XML/JSON and more. Set up and integrate your data sources with the dox42 Datamap Designer and design your document with Microsoft 365 Office functionalities – all without any programming.
Flexible output options
You want to send your documents for digital signature, but at the same time store them in an archiving or ERP-system? The choice is yours with dox42 – save documents including metadata to Microsoft SharePoint and Teams, as attachments to Dynamics 365 entities or in any document management system. dox42 supports all common output formats. Generate and distribute your business documents such as contracts, offers, invoices and many more with dox42 document automation and DocuSign.
Send through dox42 Custom Output Action
The dox42 DocuSignAction is a custom output action for the dox42 Server to send generated documents automatically and directly to DocuSign for digital signing. No extra dox42 module is needed. The dox42 DocuSignAction can be easily installed separately on your dox42 Server. In case you are using dox42 Online, the DocuSignAction42.dll is already deployed in your instance.
"With the use of dox42 it is now possible to integrate various data sources and create templates intuitively and quickly in MS Office."
Carmen Kretschmer
Solution Architect SAP
"Our Break-Even Point was reached after only four weeks of using dox42."
Elena Schneider
Projectmanagement
"dox42 quickly became one of our favorite products. The tool is slim, and yet really flexible to implement even technically complex scenarios."
Andreas Gümbel
Teamlead SharePoint / BI-Development
Complete process automation
Documents play a crucial role in business. Sales contracts, new bank accounts, tax payments, loans, rental agreements and more all require signed documents to complete the transaction. Automate the whole process of document generation and digital transaction and integrate dox42 and DocuSign in any of your workflows or processes. dox42 works with Microsoft Power Apps and Microsoft Teams, as well as all common workflow solutions, like FireStart, Microsoft Power Automate, Nintex, K2 or others.