Our DocuSeal integration transforms your Splendid platform into a comprehensive document management hub, allowing you to send privacy consents, mandates and legal documents directly from your workflows using your existing DocuSeal account or Splendid's DocuSeal account while maintaining complete CRM tracking and compliance history.
Direct Platform Document Sending
Send critical business documents without leaving your platform. Whether it's privacy consents, direct debit mandates, or legal agreements, initiate DocuSeal workflows directly from deal records and contact profiles using your existing DocuSeal setup and templates.
Complete CRM Integration
Every document sent, signed and completed automatically links to the relevant CRM contact and deal record. Build comprehensive interaction histories that include all signature activities, creating a complete picture of client engagement and document progression.
Privacy Consent Management
Streamline privacy consent collection with automated workflows that send consent forms directly from client records. Track consent status, renewal dates and compliance requirements all within your CRM system, ensuring you maintain proper documentation for regulatory requirements.
Legal Document Workflows
Manage mandates, agreements and compliance documents through integrated workflows that connect your platform with DocuSeal's powerful signature capabilities. Automatically route documents to appropriate signers while maintaining complete audit trails.
Compliance History Tracking
Maintain comprehensive compliance documentation with automatic tracking of all signature activities. Every document interaction, from initial send to final completion, is recorded against Splendid CRM records, supporting regulatory requirements and audit processes.
Existing Account Integration
Leverage your current DocuSeal investment without disruption. The integration works seamlessly with your existing DocuSeal account, templates and workflows, enhancing rather than replacing your current setup.