When you need an agreement of any kind signed within the Submittable platform, the DocuSign Integration feature can replace makeshift documents and problematic e-signature software. Docusign integration can be performed by Team members with permission levels 3, 4, and 5, who also have access to your organization's DocuSign account.
Authenticate a DocuSign account with Submittable
After creating a DocuSign account, each team member must authenticate that account with Submittable. This can be done in two places.
1. While you're sending a DocuSign template:
2. Or from the Integrations page (More>Integrations>eSign):
Note: You must have a DocuSign account. The integration will search for the authentication of your default account in DocuSign. You may need to change the default if you are trying to use a different DocuSign account.
Create a DocuSign template
1. From your account in DocuSign, go to the Templates section, then click New>Create Template:
2. Name your template and give it a description (optional). Upload your signature document:
3. Add the recipients of your signature document. At least one of the recipients needs to have the Role of Signer.
4. Add a custom email message (optional):
5. Click Next at the bottom of the page.
6. On the left, you'll see Standard Fields that you can click and drag to your signature document. In this example, Signature and Date Signed have been added to the document:
7. Next, move to Custom Fields and click the plus sign (+) to create a new field:
8. Name the custom field according to Submittable's placeholder tags. A list of usable tags is included at the end of this article.
OrganizationName will pull the Name of your account from Submittable.
A short title in Initial Value will identify the field in your signature document.
You can scroll for other optional settings for your fields. Click Save when you're finished.
9. Click and drag the custom fields to your signature document.
10. Click Save and Close at the bottom of the page.
Send a DocuSign Template
DocuSign documents can be sent from a submission's details when:
Changing a status
Sending an additional form
1. Return to your Submittable account.
2. Open the submission (by clicking its title or number) that will receive the DocuSign template.
3. Select Accept, Decline, Complete, In-Progress, or Withdraw to access the DocuSign template response option:
4. Click to select your DocuSign template:
Your DocuSign template is ready to send!
Messaging with DocuSign Integration
The submitter (and any other recipients specified) will receive an email from DocuSign with a link to the document.
The organization is notified via DocuSign when a signature is complete.
A note in the submission's Activity log indicates that a message has been sent.
Placeholder Tags for DocuSign Integration
Note: DocuSign is case-sensitive; capitalization matters.
Placeholder Tags for Custom Field "Name" |
Description |
[Title] | Submission title from the Submission Name Field or the submission number |
[SubmitterFirstName] | First name of the submitter from their account profile |
[SubmitterLastName] | First name of the submitter from their account profile |
[SubmitterEmail] | Email address of the submitter from their account profile |
[SubmitterAddress1] | First line of submitter address from their account profile |
[SubmitterAddress2] | Second line of submitter address from their account profile |
[SubmitterCityTown] | City/Town of submitter from their account profile |
[SubmitterStateProvince] | Full State/Province of submitter from their account profile |
[SubmitterStateCode] | Abbreviated State/Province of submitter from their account profile |
[SubmitterRegion] | Region of submitter from their account profile |
[SubmitterZipCode] | Zip code of submitter from their account profile |
[SubmitterCountry] | Country of submitter from their account profile |
[SubmissionOrganizationLegalName] | Submitting organization's legal name |
[SubmissionOrganizationDbaName] | Submitting organization's DBA name |
[SubmissionOrganizationAddressLine1] | Submitting organization's first line of address |
[SubmissionOrganizationAddressLine2] | Submitting organization's second line of address |
[SubmissionOrganizationCity] | Submitting organization's city |
[SubmissionOrganizationStateProvince] | Submitting organization's state/province |
[SubmissionOrganizationZip] | Submitting organization's zip code |
[SubmissionOrganizationCountry] | Submitting organization's country |
[SubmissionOrganizationGovernmentEntityId] | Submitting organization's government ID number |
[ProjectName] | Name of the project |
[ProjectStartDate] | Project start date from the project's settings |
[ProjectExpireDate] | Project end date from the project's settings |
[SubmissionStatus] | Status of submission |
[SubmissionGuid] | Globally unique identifier from submission |
[StaffFirstName] | First name of the currently logged-in team member initiating the message |
[StaffLastName] | Last name of the currently logged-in team member initiating the message |
[OrganizationName] | Organization name from account public profile |
[OrganizationWebSite] | Website URL from account public profile |
[DetailsLink] | Direct link to the current submission in the submitter's account |
[LoginLink] | Direct link to the login page |
[ID] | Unique identifier of submission |
[AwardAmount] | Amount of submitter's most recently awarded Funds transaction |
To add the DocuSign Integration feature to your account, please contact an account manager.