Best Document Signing Application with Pabbly Connect

Learn how to integrate top document signing applications using Pabbly Connect for seamless automation and improved efficiency in your workflow. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Document Signing Integration

To begin utilizing Pabbly Connect for document signing applications, first search for Pabbly Connect in your browser. This will take you to the Pabbly Connect landing page, where you have options to sign in or sign up for free.

If you are new to Pabbly Connect, click on the ‘Sign Up for Free’ button. It takes only two minutes to create an account, and you will receive 100 tasks free every month. After signing in, you will be directed to the dashboard, where you can access various applications for integration.

2. Integrating DigiSigner with Pabbly Connect

For our first integration, we will use DigiSigner as the trigger application with Pabbly Connect. DigiSigner is an electronic signature software that facilitates the signing and managing of legal documents online. To set this up, you will want to create an automation that triggers when a signature request is completed in DigiSigner.

• Log in to your Pabbly Connect account.
• Select DigiSigner as the trigger application.
• Choose the trigger event as ‘Signature Request Completed’.
• Connect your DigiSigner account to Pabbly Connect.
• Set up the action step to add details to Google Sheets.

This integration streamlines the document signing process, allowing for automatic updates in Google Sheets whenever a signature request is completed, thus enhancing your overall efficiency.

3. Using Dropbox Sign with Pabbly Connect

Next, we will integrate Dropbox Sign with Pabbly Connect. This application allows you to send signature requests directly from your Dropbox account. In this setup, we will automate sending a signature request upon receiving a new form submission from Elementor.

To create this automation, follow these steps:

• Log in to your Pabbly Connect dashboard.
• Select Elementor as the trigger application.
• Choose the trigger event for new form submission.
• Select Dropbox Sign as the action application.
• Configure the action to send a signature request using a pre-defined template.

This setup ensures that every time a form is submitted, a signature request is automatically sent, thereby reducing manual effort and enhancing workflow efficiency.

4. Automating DocuSign with Pabbly Connect

The third application we will integrate is DocuSign. With Pabbly Connect, you can automate the generation of signature requests based on new rows added in Google Sheets. This allows you to streamline document management significantly.

Follow these steps to set up the integration:

Log in to Pabbly Connect. Choose Google Sheets as the trigger application. Select the trigger event for new row added. Select DocuSign as the action application. Configure the action to send a signature request using the data from the new row.

By implementing this integration, you ensure that every new entry in Google Sheets triggers a corresponding signature request in DocuSign, thus improving your document handling process.

5. Bunny Docs Integration with Pabbly Connect

Finally, we will look at integrating Bunny Docs with Pabbly Connect. Bunny Docs is designed for document management and collaboration. This integration will allow you to automatically add details of signed documents to Google Sheets.

To set this up, follow these steps:

Log into your Pabbly Connect account. Select Bunny Docs as the trigger application. Choose the trigger event for document signed. Select Google Sheets as the action application. Configure the action to add signed document details to a specified sheet.

This integration enhances your document management by ensuring that all signed documents are recorded in Google Sheets automatically, providing a reliable backup of your important files.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate various document signing applications like DigiSigner, Dropbox Sign, DocuSign, and Bunny Docs. These integrations streamline your document signing processes, enhance efficiency, and reduce manual effort in your workflows.