Caddi’s AI-driven platform automates multi-step workflows that include document preparation, data merging, and sending out for eSignature. By connecting your existing DocuSign account to Caddi, you can send envelopes directly via the DocuSign API—without leaving the Caddi interface. This guide explains how to set up and use that integration.
Prerequisites
Active DocuSign Account
You’ll use your own DocuSign subscription to send envelopes. Envelopes and signature events will be charged according to your DocuSign plan. Because Caddi leverages your existing account, you don’t need a separate (or new) integration key or seat license from DocuSign.
Caddi Subscription
Ensure you have an active Caddi account with appropriate permissions to configure integrations.
Caddi’s integration model is multi-tenant, so one DocuSign “integration key” is managed by Caddi at the platform level, while each user simply brings their own DocuSign credentials.
User Permissions
You must have permission in DocuSign to send envelopes. If your plan or role restricts envelope sending or template usage, consult your DocuSign admin to enable these permissions.
Connecting DocuSign to Caddi
Go to Integrations in Caddi
Within the Caddi app, navigate to Settings → Integrations, then select DocuSign.
Authorize via OAuth
When prompted, log into your DocuSign account.
DocuSign will display a page asking for permission to allow Caddi to create and send envelopes on your behalf.
Once you grant access, you’ll be redirected back to Caddi, confirming a successful connection.
Verification
After returning to Caddi, you should see a message or status indicating DocuSign is connected.
If you ever need to switch to a different DocuSign user, simply disconnect and reconnect using another set of credentials by clicking on "Manage" followed by "Disconnect".
Note: Each user logs into DocuSign using their own account, so when they send envelopes in Caddi, all actions are tied to that specific account.
Envelope Creation & Sending Workflow
Envelope Preparation
Caddi currently supports either filling existing DocuSign templates or submitting fully filled documents.
Data Merging
If you have custom fields or data stored in Caddi (or integrated apps like your CRM), Caddi will merge that information into DocuSign templates automatically. This means signers see pre-filled text fields, reducing manual input and errors.
Multiple Documents & Recipients
A single envelope can include multiple documents (e.g., an MSA and an SOW) and multiple recipients (e.g., a client, an internal manager). Caddi orchestrates the correct signing order and ensures each recipient is notified at the appropriate time.
Sending Model
Caddi can directly send envelopes through DocuSign as well as set them up in your account for final review and sending if preferred.
Signing Experience
Recipients receive standard DocuSign email invitations. There is currently no embedded signing directly inside the Caddi interface.
Recipient Authentication
By default, Caddi’s DocuSign integration does not impose additional identity checks (like SMS, KBA, or ID verification). Signers authenticate by clicking the secure link they receive via email from DocuSign.
Post-Sending & Envelope Management
Envelope Voiding/Changes/etc.
Because envelopes are sent directly via API calls, management of in-progress envelopes (e.g., reassigning signers, modifying documents) is done inside your DocuSign account.
Billing
Envelope usage counts (and any associated fees) appear in your DocuSign subscription. Caddi does not charge you directly for eSignature transactions.
Frequently Asked Questions
Q1: Do I need to create or manage an Integration Key myself?
No. Caddi handles a single, centrally-managed integration key at the platform level. You only need a valid DocuSign user account.
Q2: Can I test in the DocuSign Sandbox?
You can connect a Sandbox account by adding a custom DocuSign connection using the "Enterprise Connectors" if you are on a Caddi Business (or higher) plan.
Q3: How do I switch between multiple DocuSign users in Caddi?
Disconnect the existing DocuSign connection from your Caddi integration settings, then reconnect with the alternate credentials.
Q4: Can I embed the DocuSign sending or signing UI inside Caddi?
No, this integration model focuses on direct, API-based sending. Recipients sign via the standard DocuSign email process, and senders configure everything within the Caddi interface, not an embedded DocuSign view.
Q5: Can I use my on-prem or custom environment?
Yes, you can connect your own integration key through the "Enterprise Connectors" in the Integrations page if you are on a Caddi Business or higher plan.
Additional Support
Connection Errors: Verify your DocuSign credentials. If you still encounter issues, contact Caddi Support at support@trycaddi.com or using the chat button in the bottom right corner of your screen.
DocuSign Permissions: If you see “insufficient permissions” errors, confirm your DocuSign user role has the correct privileges to create/sent envelopes and use templates.
For all other issues, please contact Caddi Support at support@trycaddi.com or using the chat button in the bottom right corner of your screen