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SharePortals Integrations

DocuSign

SharePortals integrates with DocuSign to make sending, signing, and managing agreements effortless. Contracts and approvals can be sent for e-signature straight from your client records, speeding up turnaround times and reducing paperwork.

DocuSign
DocuSign

Collect, centrally store, manage, and analyse agreements.

Speed up approvals and reduce paperwork.

Efficient

Automatically store signed documents in client records.

Security

Track contract status without chasing by email.

Clarity

Send agreements for e-signature directly from SharePortals.

Convenient
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How it Works

  • Generate a contract or upload a document in SharePortals.

  • Send it for signature via DocuSign.

  • Completed documents return to the client record automatically.

Signatures are handled securely by DocuSign, with completed contracts stored in your Microsoft 365 tenant for compliance and control.

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