Docusign

Connect Docusign to Quin to send signature requests, use templates, and track envelope status—all from your meeting recaps and conversations.

Quin's Docusign integration lets you send documents for signature directly through Quin. After a meeting where a contract, agreement, or approval is discussed, you can ask Quin to send a signature request without leaving your workflow.

Before you begin

You'll need an active Docusign account to connect this integration. If you don't have one, you can create one at docusign.com.

How to set it up

Go to Settings > Integrations
Select Docusign from the list of available integrations
Click Connect and sign in to your Docusign account when prompted
Authorize Quin to access your Docusign account
Once connected, you can ask Quin to send documents for signature

What to expect

Once connected, Quin can send documents for signature, use pre-built templates from your Docusign account, and check the status of any envelope you've sent. When sending a document, Quin will confirm the recipient's email address before submitting to make sure the request goes to the right person. Envelope status updates are available on request so you can track whether a document has been opened, signed, or is still pending.

What Quin can do with Docusign

Quin supports three main actions with your Docusign account:

Send documents for signature — Upload a document and ask Quin to send it to one or more recipients. Quin will always confirm recipient details before sending.

Use templates — If you have pre-defined templates in Docusign, Quin can send them by filling in recipient information and any required fields. Template IDs are managed in your Docusign admin console.

Check envelope status — Ask Quin for an update on any sent envelope to see whether it's been viewed, signed, or is still awaiting action.

How to use signature tags in your documents

If you're sending a document without pre-defined fields, you can embed signature tags directly in the document text. Quin uses these tags to place signature fields automatically when the document is sent.

The tag format uses a backslash, a code, a signer number (X), and a closing backslash. Replace X with the signer number (1, 2, 3, etc.):

Tag	Field type	Notes
`\s_X\`	Signature
`\i_X\`	Initial
`\i_X_req\`	Initial (required)
`\t_X\`	Title
`\n_X\`	Name
`\app_X\`	Approve
`\dec_X\`	Decline
`\tbx_X_Y_text\`	Text box	Y allows for multiple boxes
`\tbx_X_Y_text_req\`	Text box (required)
`\cb_X_Y_yes\`	Checkbox
`\rb_X_Y_req\`	Radio button (required)
`\rb_X_Ya\`	Radio button group	Use a, b, c for multiple in a group

For example, to request a signature from the first signer, type \s_1\ in the document where you want the signature to appear. For a second signer's initials, use \i_2\.

Documents without any embedded tags use freeform signing, where recipients place their own signature anywhere on the document.

Troubleshooting

Docusign isn't appearing as an option in Integrations

Confirm you're looking in Settings > Integrations
Try refreshing the page

Quin says it can't send the document

Check that your Docusign account is still connected in Settings > Integrations
Disconnect and reconnect the integration if the connection appears broken
Confirm the recipient email address is correct before retrying

A template isn't being found

Confirm the template exists and is active in your Docusign admin console
Try referencing the template by name when asking Quin to send it

Envelope status isn't updating

Envelope status reflects what Docusign reports at the time of the request
Ask Quin again after a few minutes if you're expecting a recent update

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