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Send documents for e-signature straight from Spott. Send any attachment to one or more recipients and track signature status from the record’s files, without switching tools.

Connect

Enable DocuSign under Settings → Integrations → DocuSign and connect your DocuSign account. You can then send an attachment for signature from any record’s files.
Only workspace admins can enable this integration. A DocuSign account is required.

Track signature status

Once a document is out, its status sits on the record’s files rather than in your inbox. A badge such as Signed by 1 recipient shows the state at a glance, and opening it shows who sent it and when, then each recipient with their own status, so a two-signature document tells you which half you are waiting on. Spott can also tell you the moment an envelope is completed, in the app or by email. Turn it on under notifications. Signature events also fire webhooks, so a finance or contract system can react without anyone forwarding a confirmation.