One Call, One Agreement, One Electronic Signature
Your voice agent sends documents to sign as soon as the call ends — without human intervention.
When a client verbally accepts a quote, contract or terms by phone, your AI voice agent immediately triggers a DocuSign document to formalize the agreement. The time between decision and signature goes from days to minutes.
Key Benefits
Discover how this feature transforms your business
Automatic Post-Call Sending
As soon as a client verbally agrees, the agent automatically sends the DocuSign document by email — no human action required.
Signature in Minutes
The client can sign from their phone or computer immediately after the call, while their decision is still fresh.
Legal Value Across Canada
DocuSign signatures are legally recognized across Canada under PIPEDA and provincial e-signature laws, with a complete audit trail for every signed document.
Document Templates
Prepare your contract, quote and form templates in DocuSign. The agent automatically fills in the variables (name, date, amount) with call data.
Automatic Reminders
DocuSign automatically sends reminders to signatories who haven't yet signed, according to your follow-up schedule.
Secure Archiving
All signed documents are archived in DocuSign with a complete audit trail — who signed, when, from which IP address.
How It Works
A simple and effective process, set up by our experts
Create Your DocuSign Templates
You prepare your document templates in DocuSign (contracts, quotes, registration forms). Our team configures the variable fields.
Configure Triggers
You define the conditions that trigger document sending — for example: 'client accepts the quote' or 'appointment booked'.
The Agent Conducts the Call
Your voice agent handles the call, collects information and verbally detects the client's agreement.
Document Sent Instantly
The agent sends the right pre-filled DocuSign template to the client by email, with data collected during the call.
Compatible Documents
Our DocuSign integration supports all types of electronic documents:
- Service contracts and engagement letters
- Quotes and business proposals
- Leases and rental agreements
- Registration and membership forms
- Non-disclosure agreements (NDA)
- Medical consent forms
Industry Use Cases
Tailored to the specific needs of each sector
Training and Registration
For training centers and schools managing phone registrations.
- Registration form sent during the call
- Training contract signed in minutes
- Cancellation policy acknowledged electronically
- Complete student file before the first class
Frequently Asked Questions
Related Features
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Ready to Reduce the Time from Agreement to Signature from Days to Minutes?
Connect DocuSign and your voice agent will automatically send documents to sign as soon as each successful call ends.