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DocuSign + Leadzier: Send, Sign, and Close Without Leaving the CRM

Instant document delivery and legally binding signatures — directly from your lead view. No printing. No chasing. No delays.

What the DocuSign Integration Does:
  • Connects your DocuSign account directly to Leadzier
  • Sends contracts, agreements, or forms directly from any lead record
  • Auto-fills documents with lead data (name, address, offer amount, etc.)
  • Tracks status: sent, opened, signed, or pending
  • Stores signed documents in your lead’s activity history
Why It Matters:

Speed wins deals. With DocuSign inside Leadzier, you can generate, send, and track contracts without ever leaving the platform. No bouncing between tabs. No missed signatures. Just fast, seamless closings that convert more leads into signed deals.

Who It’s For:
  • Wholesalers sending cash offer contracts
  • Investors finalizing assignment agreements
  • Service pros sending estimates, quotes, or job approvals
  • Anyone who wants documents signed in minutes — not days
How It Works:
  • Step 1: Go to Settings → Integrations → DocuSign
  • Step 2: Connect your DocuSign account via OAuth
  • Step 3: Choose a template or upload a PDF
  • Step 4: Map lead fields to signature blocks
  • Step 5: Send for signature — track everything inside Leadzier
Bonus Features:
  • Support for multiple signer workflows (e.g. seller + buyer)
  • Store reusable contract templates inside your DocuSign account
  • Send follow-up reminders automatically if no response
  • Auto-tag leads as “Contract Sent” or “Contract Signed”
  • Syncs with Google Drive, Dropbox, or local download

Smart Connections. Even Smarter Results.

Every integration you see here is built to make your workflow faster, cleaner, and more automated—because Leadzier isn’t just powerful on its own, it’s unstoppable when it’s connected.

Notarize logo

Notarize Integration

Need more than a signature? Notarize your docs remotely after signing with just one click from Leadzier.

View integration
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Google Drive Integration

Automatically store signed contracts and documents in your connected Drive folder. Organized, always backed up.

View integration
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Adobe Sign Integration

Prefer Adobe’s tools? No problem. Use Adobe Sign for fast, secure, and brand-consistent signature workflows.

View integration

Frequently asked questions

Quick answers to help you hit the ground running with Leadzier.

Do you have a different question?

Find quick answers to your questions in our FAQs.

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