What type of plan do I need to use the DocuSign <> Collect integration?

To use the DocuSign integration in Collect, you’ll need the appropriate plan on both the Collect and DocuSign sides.

Collect Requirements

All Collect plans — Pro and Business — include access to the DocuSign integration. There’s no need to upgrade or enable anything extra if you’re already on one of these plans.

DocuSign Requirements

To send documents for e-signature through Collect, you’ll need an active DocuSign account with available envelope credits. Each e-signature request sent via Collect is counted as an envelope in DocuSign, following their standard billing model.

Before you get started, make sure your DocuSign account:

• Is active and supports integrations
  
• Includes enough envelope credits for your expected usage

Don’t Have a DocuSign Account Yet?

If you’re new to DocuSign, we can introduce you to their team. They’ll help you choose the right plan based on your volume and use case.

Just reach out — we’re happy to connect you.

Updated on: 01/04/2025