How to connect Docusign and Quin for a custom workflow

An envelope sent and forgotten is a common way for a deal to stall quietly. It's not that anyone decided not to follow up, it's that tracking outstanding envelopes takes remembering to check on them, and that check is easy to skip when there's no clear trigger to prompt it.

Where manual envelope tracking breaks down

• Nothing prompts a follow-up unless someone thinks to check status manually.
• Multiple outstanding envelopes are hard to track at once, especially without a single place listing what's still pending.
• A stalled signature looks the same as one that's simply taking its time, until someone actually checks.
• By the time anyone notices, days or weeks may have passed.

How a custom workflow tracks this automatically

A workflow can be built to check on outstanding Docusign envelopes on a schedule and flag anything that's been sitting unsigned past a certain point, so a stalled request surfaces on its own instead of depending on someone remembering to look.

Picture five envelopes sent across a busy week. A workflow checking status regularly can flag the two still unsigned after several days, so a follow-up gets sent while it's still likely to help, instead of after the deal has gone quiet.

Best practices for getting the most out of it

• Set a reasonable threshold for what counts as stalled, based on how long signatures typically take for your deals.
• Decide what the flag should trigger, a reminder to you, an automated nudge, or something else.
• Start with your highest-value envelopes, where a stalled signature matters most.
• Adjust the threshold over time as you see how it performs against real deals.

Setting it up

Connect Docusign under Settings, then Integrations, and talk to your Quin contact about building a workflow around the envelopes worth tracking closely.