Marketplace / DocuSign | SmartIQ

DocuSign | SmartIQ

The DocuSign Connector for SmartIQ helps enterprises guide customers through digital processes to final transactions

  • Data Connectors
  • eSignature
  • Financial Services
  • Healthcare
  • Insurance
  • SmartIQ™


SmartIQ + Connector License

DocuSign License


SmartIQ empowers customer-focused businesses and government agencies to streamline data-driven interactions along the entire customer journey, from acquisition and onboarding to servicing and growth. SmartIQ complements your investment in DocuSign, enabling industry-leading digital transaction management for customers, agents and employees. Imagine guiding your customers through the simple, successful completion and electronic signing of data-rich applications, contracts, claims and other complex documents, in record time, through digital conversations instead of static PDF or HTML forms, all while eliminating manual processes and delivering results faster than ever.


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Rapidly transform PDFs and HTML forms into intuitive adaptive interviews that can seamlessly move from desktop to mobile
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Incorporate experience-driven workflow to manage reviews and approvals
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Speed up transactions and customer response time with integrated DocuSign e-signatures
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Deliver personalized documents and document packages on demand in real time for e-signature
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Easily connect to DocuSign Sandbox environments for pre-production testing and set-up
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Full administration control over the process between SmartIQ and DocuSign including the ability to create DocuSign envelopes, creation of embedded signing URLs, retrieval of DocuSign documents, and management over envelope modifications
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Connection to DocuSign Templates through a visual drag and drop interface to leverage existing setups within DocuSign
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Seamless connection of collected SmartIQ adaptive interview into a DocuSign process
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Awareness of DocuSign signing states to integrate back into SmartIQ workflow processes
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Full event logs for auditability and operational improvements

Use Cases

The joint integration with SmartCOMM and DocuSign can be used across a number of industry use cases including;

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Financial Services: Account opening, Loan and Mortgage Applications, Financial Statements, Address or Beneficiary Changes, KYC and many more
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Insurance: Applications, Accident Reports, Change of Address, Medical Release Authorizations, Disclosures
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Healthcare: Patient Intake and Consent Forms, Hiring and Onboarding Paperwork, Automated CME Exhibits, Provider Contracts
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Other: Government, Life Sciences, Telco, Utilities, HR, Sales, Communications and Media, Construction

About Docusign

DocuSign helps organizations connect and automate how they navigate their systems of agreement. As part of its industry leading product lineup, DocuSign offers eSignature, the world's #1 way to sign electronically on practically any device, from almost anywhere, at any time. Today, over 1 million customers and more than a billion users in over 180 countries use the DocuSign platform to accelerate the process of doing business and simplify people's lives. For more information visit