Docusign

Electronically sign quotes with DocuSign.

Bunny has a simple, built-in signing mechanism for quotes that is free and works well. The Docusign integration replaces this process with enterprise-grade e-signing and also ensures that all your signed documents are in one place in Docusign.

ConfigurationLink to Configuration section

Go to Settings > Integrations and select the Docusign integration.

Installed Plugins page showing the DocuSign plugin card with delete and gear (configure) icons — DocuSign integration

Once the integration is installed, click the gear icon to configure it.

DocuSign plugin configuration with the Enabled toggle, Only enable for user search and Authorize with app button — DocuSign plugin configuration

Click Authorize with app to start the authorization process with Docusign.

DocuSign Log In window asking for an email address with a NEXT button

Sign into your Docusign account and complete the authorization process. When complete, the integrataion form will be updated as below.

DocuSign plugin configuration after authorization, with Enabled switched on and the status showing Authorized — Configured DocuSign plugin

Signing documents with DocusignLink to Signing documents with Docusign section

Once the integration has been configured and enabled, customers will automatically be redirected to Docusign when they click the Accept button on the quote in the portal.