Automate Docusign with Caddi
Built for professional services teams.
Docusign is the standard for e-signature — but the prep work in front of it and the filing behind it are where teams lose hours every week. Caddi runs both ends.
The work around Docusign is where time disappears.
Almost every Docusign workflow at a real firm spans 3-5 tools: pull data from the CRM, generate the doc, send to sign, archive the result, and update the record. Caddi runs that loop end-to-end.
Loops Caddi runs against Docusign
Model Selection Forms
Real customer flowCaddi pulls household and account details to populate a model selection form and sends it for signature, reducing manual form prep for advisor teams.
Form completion is faster and model selection documents get to advisors with less manual work.
Signed Model Form Archiving
Real customer flowCaddi collects signed model selection forms and archives the final PDFs with the right metadata, reducing manual follow-up and filing for advisor teams.
Signed forms are saved and archived correctly, with the related Salesforce task closed out promptly.
Signed IPS Archiving
Real customer flowCaddi downloads signed investment policy statements, archives the PDFs with the right metadata, and updates the related household record and task.
Signed IPS forms are archived correctly and key model details are captured automatically.
Retainer Agreement Drafting
Real customer flowCaddi pulls client and offer details to populate a retainer agreement and sends it for signature, reducing manual contract prep for intake teams.
Retainer agreements are generated and sent faster with more consistent setup.
NIGO follow-up loop
Recommended patternWhen a signed envelope returns with issues, Caddi drafts the corrections email, regenerates the envelope, and resends through Docusign.
Caddi + Docusign, in practice
Inbound triage
Watch Docusign for new items, classify them, and route the right data to the right downstream system — CRM, matter system, or storage.
Cross-tool data sync
Keep Docusign in lockstep with your CRM, billing, or document system so the same record never has to be updated twice.
Document workflows
Generate, send, and archive documents end-to-end using Docusign alongside e-signature, cloud storage, and your system of record.
Notifications & approvals
Send the right person the right Docusign update — by email, Slack, or Teams — and capture approvals back into the originating record.
Questions about automating Docusign
Does Caddi have a real Docusign integration?
Yes. Caddi runs verified code against Docusign's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for Docusign is reviewed before it runs in production.
Do I need engineering help to automate Docusign with Caddi?
No. You demonstrate the workflow once — clicking through Docusign the way you normally would — and Caddi turns it into a verified, repeatable automation. No code, no IT ticket, no Zapier-style wiring.
Is my Docusign data safe?
Caddi is SOC 2 attested. Our AI watches and builds the automation, but it never touches client data at runtime — once the automation is generated, it executes deterministically against Docusign with no model in the loop.
Can Caddi connect Docusign to the rest of my stack?
That's the point. Most Caddi automations span 3-6 tools — for example, pulling data out of an email, updating Docusign, filing a document in cloud storage, and posting a confirmation in Slack or Teams. Every tool on the integrations page is fair game.
Ready to automate Docusign?
Drop your work email and we'll show you Caddi running end-to-end against Docusign and the rest of your stack.