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Sync DocuSign data to Sourcetable


DocuSign is a document signing platform whose eSignature software lets businesses collect approvals digitally, legally and securely, in a matter of minutes - speeding up the agreement process and maximising productivity. Its data can be combined with sales platforms to track KPIs such as Win Rates, Average Deal Size and Deal Cycle Time.

Sync DocuSign data to Sourcetable

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Find out how to make the most of your DocuSign data with Sourcetable

Sourcetable Benefits

Query eSignature data quickly & easily

DocuSign manages every aspect of business transactions, from preparing and sending documents to signing and tracking them, letting business owners save time and money while improving customer experience. Syncing data from DocuSign to Sourcetable lets users intuitively analyze data from these transactions alongside inputs from other key platforms and databases.


Sourcetable compiles key findings from DocuSign and other apps and platforms, automating processes and freeing up time to focus on other important aspects of your business.

An example interface to create an automation when sales surpass certain number


Compile key data from DocuSign and multiple other apps and platforms in Sourcetable, no tech skills required - making it accessible to everyone on your team, all in one place.

Find out how to get the most from DocuSign with Sourcetable

A Magic Wand

Smart Templates

Use out of the box, tried and tested templates to sync and merge insights from DocuSign, enhancing data collaboration across your entire organisation

A Magic Wand

Quick Analysis

Analyse and cross-reference DocuSign findings, with intuitive and instantaneous reports

A Magic Wand

Ease Of use

Compile all relevant DocuSign data in a single spreadsheet, identifying key insights behind the numbers in order to confidently assess and improve your transaction processes.

Who uses DocuSign data in Sourcetable

📈 Marketing and Advertising professionals

👷🏿 Sales and Sales Ops folk

🚀 Founders

🏢 Ecommerce businesses

Sample companies

Online businesses integrating DocuSign with Sourcetable have access to all relevant data on deals, eSignatures and templates.

  • Software as a Service

    (SaaS) companies
  • Retail online stores

  • Offline stores

  • B2B Platforms

  • B2C Marketplaces

What makes Sourcetable special?

A Magic Wand


Connect, sync and query data from DocuSign alongside findings from 30+ other sources, to inform decisions and enhance your business’ transaction processes

A Magic Wand


Automate relevant DocuSign data and activity, freeing up time to focus on other aspects of your business

A Magic Wand


Create views and workflow templates based on data from DocuSign and other platforms, and share among team members, no coding required

Frequently Asked Questions

How do I sync my DocuSign data to Sourcetable?
Sourcetable is currently in Closed Beta. Sign up to the Beta here to tell us a little about yourself and request information on how to sync your DocuSign data.
How easy is it to visualize my DocuSign data using Sourcetable?
Sourcetable comes with a full suite of visualization tools for all your reporting needs - bar charts, line graphs, burn charts, mapping, scatter plots and more. Create visually striking live dashboards to share with your team and highlight the metrics that matter most.
Can I use Sourcetable to query data from multiple collaborative platforms?
Sourcetable enables users to combine data from multiple platforms - including other collaborative platforms like Jira and HubSpot - to better understand the relationships among available data, gain new insights and identify new opportunities.

Connect your DocuSign Data

Analyze data, automate reports and create live dashboards
for all your business applications, without code. Get unlimited access free for 14 days.