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How to Connect DocuSign
Connect your DocuSign account to TrustPager to send documents for electronic signature through DocuSign, track envelope status in the CRM, and automatically create opportunities when agreements are signed.
If your workspace uses DocuSign as its primary signing provider, you can connect it to TrustPager so that signature requests flow through DocuSign, envelope status updates appear in the CRM, and signed agreements can automatically create opportunities in your pipeline.
TrustPager also has built-in e-signing at https://app.trustpager.com/tools/documents/signatures — no DocuSign account required. If you are not already using DocuSign, that is the faster path.
Before you start
- You need a DocuSign account (demo or production).
- You need a website set up in TrustPager. DocuSign is activated per-website, not workspace-wide. Go to https://app.trustpager.com/tools/websites to create one if you have not already.
- You need Admin access in TrustPager.
Connect DocuSign to your website
- Go to https://app.trustpager.com/tools/websites and open the website you want to connect.
- In the website detail page, find the DocuSign Agreements integration card and click Activate.
- The setup wizard opens with four steps.
Step 1 — Setup
Enter an environment key suffix. This identifies which DocuSign client secret to use from your environment variables. Use something descriptive like COMPANY_NAME or MAIN. The field auto-formats to uppercase.
Make sure the matching environment variable (DOCUSIGN_CLIENT_SECRET_[SUFFIX]) is set in your Supabase Edge Functions before you proceed to the next step.
Step 2 — Signer
Set the signer name and signer email for your organisation. This is the staff member who will appear as a signatory on DocuSign envelopes — typically whoever is authorising agreements on your side.
Step 3 — CRM (optional)
Optionally connect DocuSign activity to your CRM pipeline. Toggle on CRM Integration and choose:
- Workflow — which pipeline new opportunities should land in
- Initial stage — where on the pipeline those opportunities should start
- Products (optional) — products to automatically attach to those opportunities
When this is enabled, TrustPager creates an opportunity each time a DocuSign agreement is initiated, so you can track it through your pipeline without any manual data entry.
Step 4 — Connect
Click Connect DocuSign. A new window opens and takes you through the DocuSign OAuth authorisation flow. Approve access there, then return to TrustPager and click Test & Repair Connection to confirm the tokens are valid.
Once the status shows DocuSign Connected, you are done.
What happens after connection
- Signature requests sent through this website flow through DocuSign instead of TrustPager's native signer.
- Envelope status (sent, viewed, completed, declined) syncs back to TrustPager and appears on the contact, account, or opportunity record in the CRM.
- If CRM integration is enabled, a new opportunity is created automatically when an agreement is initiated.
- You can view all DocuSign activity for an opportunity in the DocuSign Agreements tab on that record.
Troubleshooting
The connect button opens a blank page or errors. Check that the DOCUSIGN_CLIENT_SECRET_[SUFFIX] environment variable is set correctly in Supabase. The suffix must exactly match what you entered in Step 1.
Test & Repair Connection returns an error. Click Connect DocuSign again to re-authorise. DocuSign OAuth tokens expire and may need refreshing after extended periods.
Envelope status is not updating in TrustPager. DocuSign sends status updates via webhooks. Confirm your TrustPager website URL is correctly configured as a Connect listener in your DocuSign account settings.
No opportunities are being created. Check that the CRM integration toggle is on in Step 3 and that you have selected both a workflow and an initial stage.
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