The DocuSign is an electronic signature solution that allows the management and signing of digital contracts. Through it, it is possible to integrate contracts and manage signature automation.
The integration between Guru and DocuSign helps you to:
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Automate contract generation and signatures, according to approved sales or signature activation.
To receive DocuSign sales, you must perform configurations on the Guru side and the DocuSign side.
Integration and Configuration
To activate the integration, you need to connect your DocuSign account, then link a product in Guru and map the sales and signature fields that need to be filled in.
You activate the integration with DocuSign in the section Settings » Integrations » Contracts » DocuSign.
Once the integration is active and configured on both sides, Guru sends information to DocuSign every time a sale is approved or a subscription is activated.
How DocuSign works
When a sale is approved or a subscription is activated, Guru automatically executes the following sequence in DocuSign:
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Creates an envelope from the template linked to the product, using the documents and fields configured in the template;
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Fills in the recipient details with the buyer's information provided at checkout;
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Sends the envelope for signature - DocuSign notifies the recipient by email and makes the document available to sign.
Progress is visible when accessing the sale or subscription details on the Contracts tab, under the DocuSign field, which displays the envelope identifier and the date the contract was completed.
Sending each contract is done only once. If the document has already been generated for that sale or subscription, Guru will not generate a new one or resend the existing one.
DocuSign Communication Channels
The DocuSign offers support for issues related to envelope management, signature problems, account administration, billing, and technical integration settings.
If you need technical or operational assistance directly from the platform, use the official channels below:
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Support via Support Center: assistance is provided directly through the DocuSign Support Center - log in to open and manage support cases (tickets);
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Digital Assistant and Chat: available 24 hours a day on the support portal to help with common questions - if the assistant cannot resolve it, it can forward you to a live agent (depending on availability and your plan); and
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Help Center: access the knowledge base to find detailed guides, training videos.
Tip: For questions related exclusively to the configurations in the Guru panel or the checkout's operation, please contact our support team.