Integration
Send submission packs for signature
Select a PDF from Autopilot artifacts, send to one or more signers, and track envelope status from Workspace.
Live (pilot)Command
DocuSign
Send Autopilot PDFs for e-signature and track status.
Auto-pulls the latest Autopilot PDF
Status refresh and webhook updates
How it works
What happens behind the scenes once you enable the integration.
- 1Pick a tender and choose a PDF artifact.
- 2DocuSign creates an envelope and requests signatures.
- 3Webhook updates status in Workspace.
Setup checklist
Steps your admin takes to get the integration live.
- Workspace -> Integrations -> DocuSign.
- Enter tender ID and signer list.
- Select a PDF artifact or leave blank to use latest.
- Send and monitor envelope status.
Technical reference
Endpoints and sample requests to hand to your engineering team.
Endpoints
- GET /integrations/docusign/envelopes
- POST /integrations/docusign/envelopes
- POST /integrations/docusign/envelopes/{envelope_id}/refresh
- POST /integrations/docusign/webhook
Sample request
curl -X POST "https://api.tenders.indexbox.io/integrations/docusign/envelopes" \
-H "Content-Type: application/json" \
-b "<workspace session>" \
-d '{"tender_id":"US-NYC-12345","recipients":[{"name":"Jane Doe","email":"jane@example.com"}]}'Notes
- Webhook signature uses X-DocuSign-Signature-1.
- Docs are capped at 20MB per envelope.
FAQ
Quick answers to common integration questions.
Can I add multiple signers?
Yes. Add multiple recipients and define the routing order before sending.
Where can I see envelope status?
Status is shown in Workspace and can be refreshed or updated via webhooks.
What file types are supported?
DocuSign sends the Autopilot PDF artifact. Documents must be under 20MB.
Security & compliance
Controls that keep data safe and auditable.
- Webhook signatures validated with DOCUSIGN_WEBHOOK_SECRET.
- Envelope status is stored per organization.