E-Signature IntegrationNEW
Send proposals and contracts for electronic signature using your own DocuSign account. The signer signs from any device and Sellio updates the signature status automatically on the deal. No more swapping PDFs over email and losing track of who has signed.
- Send documents and proposals for signature straight from the CRM.
- Signature status (sent, viewed, signed) flows back to the deal.
- The signed document is attached to the contact timeline.
Free in Sellio, you only pay for the machine
Signature orchestration included in the CRM: you only pay for the machine and your DocuSign credits.
Shorter closing cycle
From send to signature in minutes. Fewer back-and-forths, more contracts closed the same day.
Full traceability
You see when it was sent, when it was viewed and when it was signed, all on the deal card.
Organized archive
The signed document is attached to the contact, ready for audit or future reference.
Protected credentials
Your DocuSign keys stay vaulted and are never displayed in the interface.
Bring your own DocuSign account: your credentials stay in an encrypted vault and never appear on screen.
Sellio doesn’t resell signatures: the account, the credits and the legal validity are all your DocuSign’s.
Best-effort: if DocuSign hiccups, the deal stays in the CRM and the send resumes later.
Signing without leaving the sales flow
With the proposal ready, one click fires it off for signature through your DocuSign. The customer receives it, signs on phone or computer, and you follow each step inside the deal itself, with no other tool to open and no chasing replies by email.
Status that comes back on its own
As soon as the document is viewed or signed, Sellio updates the state on the deal and attaches the finalized version. The team knows exactly where each contract stands, and the signed document is stored alongside the customer history.
- 1
Connect your DocuSign account → the credentials go to the vault.
- 2
Select the document or proposal and set the signers.
- 3
Send for signature straight from the deal.
- 4
The status flows back to Sellio and the signed document is attached.
Contract closed same day
The rep wraps up the negotiation and fires off the contract via DocuSign. The customer signs from their phone and the deal flips to won.
Proposal becomes an agreement
The approved proposal is sent for signature and, once signed, automatically creates the agreement record on the timeline.
Addenda and renewals
Follow-up documents go through the same flow, keeping the entire signature history on the same contact.
Is the legal validity Sellio's or DocuSign's?
It's your DocuSign account's; Sellio only sends the document and brings back the status, the signature itself runs on DocuSign's legal infrastructure.
Do I need to buy signature credits through Sellio?
No, you use your own DocuSign account with the credits and plan you already have there.
How does sending a document for signature work?
With the proposal ready, one click fires it off through your DocuSign and the customer signs from their phone or computer.
Does the signature status show up automatically on the deal?
Yes, as soon as the document is viewed or signed, Sellio updates the state right on the deal card.
Is the signed document stored anywhere?
Yes, it's attached to the contact timeline, ready for future reference or audit.
Do I need to already have a DocuSign account to use this integration?
Yes, you connect your own DocuSign account; credentials stay in an encrypted vault and never appear on screen.
What happens if DocuSign is unavailable for a while?
The integration is best-effort: the deal stays normal in the CRM and the send resumes later.
Can I send contract addenda and renewals through the same flow?
Yes, follow-up documents go through the same flow, keeping the entire signature history on the same contact.
Does this integration only work for sales proposals?
It works for proposals and contracts in general; once signed, they can automatically create the agreement record on the timeline.