---
title: "DocuSign for Quickbase features and functionality"
slug: "docusign-for-quickbase-features-and-functionality"
updated: 2026-09-11T14:39:53Z
published: 2026-09-11T14:39:53Z
canonical: "help.quickbase.com/docusign-for-quickbase-features-and-functionality"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.quickbase.com/llms.txt
> Use this file to discover all available pages before exploring further.

# DocuSign for Quickbase features and functionality

## DocuSign for Quickbase

## Features and functionality

- DocuSign for Quickbase supports sending any type of document requiring a signature stored in your Quickbase app to any email address stored on your records. Quickbase also updates in real time with information collected during the DocuSign signing process.
- Email the documents you want your recipients to sign and guide them with a **Sign Here** tab that is directly on the document. This functionality is driven completely from within your Quickbase app.
- Documents can be sent to one or more recipients—each recipient can have a specific role in the approval process, like signer, reviewer, or someone who receives a copy.
- Control the order in which your recipients receive the document.
- Change a recipient after the envelope is created in DocuSign.
- Void an envelope after it's created in DocuSign.
- Have your recipients enter data into their document through DocuSign and store that data back in your Quickbase app.
- Want to accept credit cards from your Quickbase app? Use DocuSign for Quickbase to facilitate that process. Credit card information is stored in DocuSign, not Quickbase. DocuSign is PCI compliant.
- The status of the approval process is updated in real time right in Quickbase. No need to log in to DocuSign to check on the status.
- The fully signed document is sent back into Quickbase and stored in a file attachment field when complete. It also includes the DocuSign certificate of completion.
- Send more than one document to be signed in a single envelope. All signed documents can be sent back to Quickbase in separate file attachment fields.
- Categorize the documents you send to DocuSign for more detailed reporting, like contracts, quotes, POs, COs, WOs, and invoices.
- Supports **In-Person Signing**—close the deal on the spot. Have your client sign as your sales rep guides them through the process, in person.
- View the [DocuSign Dashboard](https://juicedtech.quickbase.com/db/bimtwh95i?a=ShowPage&pageid=5) from your Quickbase app.
- **Integration with Exact Forms Plus**. To create a complete end-to-end process, use [Exact Forms Plus](/quickbase-extensions/docs/exact-forms-plus-overview) to generate the documents that need to be sent to DocuSign for routing and approval.