DocuSign is the world's leading electronic signature platform, enabling businesses to get documents signed quickly, securely, and with full legal validity. With this integration, Tribe CRM users can send quotes and contracts for electronic signature with DocuSign directly from an opportunity — choosing recipients, attaching supporting documents, and tracking signing status without ever leaving Tribe. Once a document is signed, the opportunity is updated automatically, the signed PDF is attached, and the full signing history is stored on the timeline. Teams that rely on DocuSign get a seamless closing workflow built right into their CRM.

• Quick setup from the marketplace: Install DocuSign in a few clicks and activate it by entering your DocuSign API key — guided by an in-app setup wizard.

• Send for signature from an opportunity: Start a signing package from any offer with a "Via DocuSign" option, add one or more recipients, and attach additional documents alongside the offer.

• Signature fields in your templates: Place DocuSign signature fields per recipient directly in the Tribe quotation template editor, so the right fields appear automatically on send.

• Delegation: Allow a signer to reassign their signing request to a colleague when needed.

• Real-time status tracking: Follow each signer's progress on the opportunity timeline with clear status pills — Pending, Viewed, Signed, or Declined — kept up to date automatically, with a manual refresh available on demand.

• Automatic completion: When signing is complete, the opportunity status is updated, the signed PDF and an evidence document are stored on the record, and the user is notified.