
Overviews
How it works?
Connect your Documenso instance
Link your Documenso account to CodeWords using API credentials, establishing secure connection to your signature platform and existing document templates.
Upload documents for signature
Configure workflows to send contracts, agreements, or forms to Documenso when specific triggers occur, such as deal closures or employee onboarding events.
Define signature recipients
Specify who needs to sign each document by mapping recipient information from your systems, including email addresses, names, and signing order requirements.
Set signature field positions
Configure where signatures, initials, dates, and other fields should appear on documents, ensuring proper placement for all required information and approvals.
Send signature requests
Trigger automated signature requests that notify recipients via email, providing them secure access to review and sign documents from any device.
Monitor signing progress
Track document status through CodeWords workflows, knowing when documents are viewed, signed, or require follow-up to keep processes moving forward.
Handle signature completion
Automatically trigger next steps when all parties complete signing, such as storing signed documents, updating records, or notifying stakeholders of completion.
Archive signed documents
Save fully executed documents to your preferred storage system with proper organization and metadata, maintaining secure records for compliance and future reference.

Configure
Build
Sales contract automation
Build workflows that send sales agreements for signature when opportunities close, track signing completion, and update your CRM with executed contract details and dates.
“You can’t do this anywhere else.”



















































Your stack,
connected.

