Scheduling & Communication

SIMBA + DocuSign

Send documents for signature during the call.

Agents verbally confirm consent and trigger a DocuSign envelope with the caller's details pre-filled. The caller gets a signing link by email or SMS before the call ends.

What agents can do

Create envelopes from templates
Embed signer info
Track envelope status

Common workflows

Contract acceleration

Sales call ends with a signed contract already in flight — caller signs on their phone minutes later.

Setup

1
Create a DocuSign integration key and OAuth token.
2
Add the DocuSign integration in SIMBA.
3
Set the template ID and signer role mapping in the docusign_send tool.

Frequently asked questions

Do we still need our own DocuSign account?

Yes. SIMBA sends through your account so envelopes retain your branding and compliance posture.

Connect DocuSign in the dashboard

Bring your own credentials. SIMBA stores them server-side and your agents call DocuSign during conversations.

Open dashboard Talk to sales

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