DocuSign CRM Integration Setup

I need DocuSign configured so my team can send, track, and complete sales agreements without ever leaving LeadSquared. The goal is an end-to-end, hands-free flow: a rep opens a deal, clicks “Send Agreement,” and the client receives a branded document that routes through the correct signers while LeadSquared follows every status change automatically.

Here’s what I’m asking you to deliver:
• Custom, reusable DocuSign templates for our standard sales agreements, pre-mapped to key LeadSquared fields.
• An automated signing workflow with reminders and conditional routing so no one has to chase signatures manually.
• A reliable integration between DocuSign and LeadSquared (API, Zapier, or any proven method) that pushes envelopes out and writes status and signed PDFs back to the deal record.

Acceptance is simple: starting from a LeadSquared opportunity, I should be able to generate an agreement, see it reach Completed status in DocuSign, and watch the signed PDF plus audit trail land in the CRM automatically—no errors, no extra clicks. A quick hand-off call or concise how-to doc will round things off for my team.

If you have solid DocuSign API experience and have tackled CRM integrations before, let’s get this running smoothly.