WP DocuSign Automation

Overview

A WordPress plugin that automates the entire document signing workflow — from form submission to signed envelope to follow-up. When someone submits a Gravity Forms form, the plugin automatically generates a DocuSign envelope, tracks signing status per user, and sends intelligent follow-up emails until the document is signed.

Built for an enterprise client running a WordPress Multisite network where manual document tracking was unsustainable. The full story is in the DocuSign Automation case study.

How It Works

1. Form submission — a user fills out a Gravity Forms form
2. Envelope generation — the plugin calls the DocuSign API and creates an envelope with the form data pre-filled
3. Status tracking — a state engine tracks each user's signing status per document (sent, viewed, signed, declined)
4. Follow-up emails — WordPress Cron sends reminder emails on a configurable schedule until the document is signed
5. Multisite inheritance — activate once at the network level, every sub-site gets the full workflow

After initial setup, there is zero manual intervention required.

Installation

1. Download the plugin ZIP from the sidebar
2. Go to WordPress Admin → Plugins → Add New → Upload Plugin
3. Upload the ZIP file and click Install Now
4. Navigate to Settings → DocuSign Automation to connect your DocuSign account and map Gravity Forms fields

Configuration

• DocuSign API credentials — connect your DocuSign account (production or sandbox)
• Form mapping — map Gravity Forms fields to DocuSign envelope fields
• Template selection — choose which DocuSign template to use per form
• Follow-up schedule — configure reminder intervals (e.g., 3 days, 7 days, 14 days)
• Email templates — customize reminder email subject and body

Requirements

• WordPress 6.0 or higher
• Gravity Forms (any version with REST API support)
• DocuSign account with API access
• PHP 7.4 or higher

Known Limitations

• Requires Gravity Forms specifically — not compatible with WPForms, Fluent Forms, or other form plugins without modification.
• DocuSign API access requires a DocuSign Developer account (free) or a paid DocuSign plan.
• Follow-up emails depend on WordPress Cron reliability. On shared hosting with unreliable cron, consider using a real cron job.

Support

• Contact me for custom integrations, alternative form plugin support, or enterprise deployment

License

Licensed under GPL-2.0+. Free to use, modify, and distribute.