DocuSign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.

How does


work with Pano?

When you connect DocuSign to Pano, your team will be able to quickly reference the status of documents across platforms. See a Contact’s contracts, who has connected with them, and where they are in the process of finalizing a contract.

What data does Pano sync?

  • Envelopes (Documents)
  • Participants

What are some key use cases?

  • Quickly search within Pano to see the status of a document signature for a specific Contact.
  • Use the Pano Chrome extension to reference relevant documents across your existing CRM platforms.
  • Find who in your organization has sent a document to a Contact.
  • Log a historical record of all documents a Contact has been sent, signed, and delivered!

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