Ardovo + DocuSign integration
Connect Ardovo to DocuSign so your documents and esignature work and your revenue data stay in one place. Send, track, and close contracts without leaving the deal.
- Minutes Time to connect
- Two-way Sync direction
- No code Setup effort
Short answer
The Ardovo + DocuSign integration runs contracts from the deal. Send an envelope with deal data prefilled, watch signature status update on the timeline, and when every party signs, the deal advances and the signed PDF attaches to the record. No switching tabs to check who has and has not signed.
What flows between Ardovo and DocuSign
Send from the deal
Generate a DocuSign envelope with deal and contact fields prefilled.
Live signature status
Sent, viewed, and signed status updates on the deal timeline.
Auto-advance on signature
When signing completes, the deal moves stage and the PDF attaches.
Setting up the Ardovo + DocuSign integration
Connect in one click
Open Ardovo Settings, go to Integrations, find DocuSign, and click Connect. Authorize the connection with OAuth or an API key.
Choose what syncs
Pick which records and events sync between Ardovo and DocuSign, and set the direction to one-way or two-way.
Map your fields
Match DocuSign fields to Ardovo fields once. Rook suggests the mapping so most teams accept the defaults and move on.
Turn it on
Rook backfills recent history, then keeps both sides current. You can pause, edit, or audit the sync anytime.
How the Ardovo + DocuSign integration works
Ardovo connects to DocuSign through OAuth and uses webhooks for status. Envelopes pull fields from the deal and contact, signature events update the timeline in real time, and completion can trigger a stage change and attach the executed document.
- Ardovo to DocuSign: envelopes prefilled from deal data
- DocuSign to Ardovo: sent, viewed, signed status and executed PDF
- Both ways: stage advance on completion
Frequently asked questions
Can I prefill a contract with deal data?
Yes. Envelope fields map to Ardovo deal and contact fields, so the customer name, amount, and terms fill in automatically instead of being retyped.
Does the deal move when a contract is signed?
Yes. Completion can trigger a stage change and attach the signed PDF to the deal, so closed-won reflects a truly executed agreement.
How do I connect DocuSign to Ardovo, and is it secure?
Open Ardovo Settings, go to Integrations, find DocuSign, and click Connect. Authorize with OAuth or an API key, choose what syncs and in which direction, and Rook backfills history and keeps both sides current. Setup takes minutes, needs no code, and every change is written to the Ardovo audit log.