Add DocuSeal to your AI agent
DocuSeal is a platform that provides a powerful and easy-to-use API to implement eSignature workflows, allowing users to automate document and template management processes without relying on the web interface.
- Things your agent can do in DocuSeal
- 22
Things your AI can do in DocuSeal
Your FormWise AI can handle any of these in DocuSeal — on its own, without you needing to click a button.
Archive Submission
PopularTool to archive a submission by its unique identifier. Archived submissions are not permanently deleted and can be restored.
Archive Template
PopularTool to archive a specific template by its unique identifier. Use after verifying the template ID.
Clone Template (v2)
PopularTool to clone an existing template into a new template with optional custom name, folder, and external_id. Use when you need to duplicate a template with specific customization options.
Create Submission
PopularTool to create signature requests (submissions) from an existing document template and send them to submitters. Use this when you have a pre-configured template and want to send it for signing to one or more parties. Supports email and SMS notifications, custom messages, field pre-filling, and sequential or simultaneous signing workflows.
Create Submission From DOCX
PopularTool to create a one-off submission (signature request) from a DOCX document with dynamic content variables. Use [[variable_name]] text tags in the DOCX to define dynamic content variables and {{Field Name;role=Signer1;type=date}} text tags to define fillable fields. This allows you to generate personalized documents with pre-filled content and signature fields extracted from the DOCX file.
Create Submission From HTML
PopularTool to create a one-off submission request from HTML content with embedded field tags rendered as a fillable and signable form. Use this when you want to create a signature request directly from HTML without first creating a reusable template. Field tags in HTML (like {{field_name}} or <signature-field>) will be automatically converted to fillable form fields.
Create Submission From PDF
PopularTool to create a one-off submission (signature request) from a PDF file. Use this to upload a PDF document and send it for electronic signature without creating a reusable template first. You can define signature fields and other form fields either by using text tags in the PDF (e.g., {{Signature;role=First Party;type=signature}}) or by specifying field coordinates in the request.
Create Submissions From Emails
PopularTool to create submissions for a document template and send them to specified email addresses. Use this for simplified submission creation with Zapier or other automation tools. Each email address will receive a unique submission link.
Create Template from DOCX
PopularTool to create a fillable document template from a Microsoft Word DOCX file. Use when you need to convert a DOCX document with field tags into a template.
Create Template From PDF
PopularTool to create a fillable document template from a PDF file. Use when you need to create a reusable template from a PDF. Fields can be defined using {{Field Name;role=Signer1;type=date}} text tags in the PDF or by specifying pixel coordinates.
Get Submission
PopularTool to retrieve detailed information about a specific submission. Use when you need to fetch complete submission details including submitters, documents, status, template, events, and metadata.
Get Submission Documents
PopularTool to retrieve documents for a submission. Returns partially filled documents if the submission is in progress, or final signed documents if completed. Use when you need to download submission documents.
Show 10 more things it can do
Get Submitter
PopularTool to retrieve detailed information about a submitter by ID. Use when you need to fetch submitter details including documents, field values filled by the signer, submission events, and status.
Get Template
PopularTool to retrieve details of a specific template by its unique identifier. Use when you need to fetch template metadata by ID.
List Submissions
PopularList document submissions with filtering and cursor-based pagination. Use to retrieve, search, and browse existing submissions by template, status, or submitter details. Supports searching by submitter name, email, or phone.
List Submitters
PopularRetrieve a paginated list of submitters with optional filtering. Use this tool to: - List all submitters across all submissions - Filter submitters by submission, status dates, or search query - Paginate through large result sets using 'after' and 'before' cursors Examples: - List all submitters: {} - Filter by submission: {"submission_id": 12345} - Search by email: {"q": "john@example.com"} - Get completed submitters in a date range: {"completed_after": "2024-01-01T00:00:00Z", "completed_before": "2024-12-31T23:59:59Z"} - Paginate results: {"limit": 50, "after": 3567000}
List Templates (Enhanced)
PopularTool to retrieve a list of available document templates with pagination and filtering. Use when you need to search templates by name, slug, external_id, folder, or archived status.
Merge Templates
PopularMerge multiple DocuSeal templates into a single combined template. This action consolidates documents and fields from multiple source templates into one new template. Use this when you need to create a combined document package from existing templates. The merged template will contain all documents and fields from the source templates. Requires at least one template ID, but typically used with two or more.
Update Submitter
PopularTool to update submitter details, pre-fill or update field values, re-send signature request emails, or mark as auto-signed for automatic signing via API. Use when you need to modify submitter information, resend requests, or programmatically complete submissions.
Update Template Documents
PopularTool to add, remove, or replace documents in a template with provided PDF/DOCX file or HTML content. Use when you need to modify the document structure of an existing template.
Update Template
PopularTool to update a document template by moving it to a different folder, changing its name, updating submitter roles, or unarchiving it. Use when you need to modify template properties.
Create Template from HTML
Tool to create a fillable document template from HTML content with pre-defined fields. Use when you need to create a template directly from HTML with custom field tags for text, signatures, dates, and other fillable elements.
Built for the way you actually work
No code, no engineers
Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.
Sounds like you, not like a bot
Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.
Plugs into the stack you already use
No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.
Your data stays yours
Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.
What you can do once DocuSeal is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in DocuSeal, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches DocuSeal for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive DocuSeal work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect DocuSeal to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find DocuSeal in your connected apps
Inside FormWise, go to Settings → Connected Services and look for DocuSeal.
- 3
Hit "Connect"
Click "Connect DocuSeal" and log in like you normally would. We only ask for the permissions your AI actually needs.
- 4
Tell your AI what to do in DocuSeal
Build a quick AI Agent (it's like writing instructions, not code), and pick the DocuSeal actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of DocuSeal for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your DocuSeal workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.
- OpenAI
- Anthropic Claude
- Google Gemini
Questions other DocuSeal users had before signing up
Do I need to know how to code?
Not even a little. If you can use DocuSeal today, you can set this up. You'll connect DocuSeal, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.
Will my clients know they're talking to an AI?
Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.
Can I make it sound like me?
Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.
What if I want to take over a conversation?
You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.
Is my client data safe?
Yes. Your DocuSeal login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect DocuSeal or delete everything any time.
What happens when DocuSeal updates their app?
We handle it. When DocuSeal adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.
How fast can I actually get this running?
Most people are up and running the same day they sign up. Connecting DocuSeal takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.
What is FormWise?
FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like DocuSeal — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.
Can I sell AI agents to my clients?
Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.
Can I embed my AI on my website or in my course?
Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.
Do I need to know anything about AI to use this?
No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.
About DocuSeal on FormWise
DocuSeal is a platform that provides a powerful and easy-to-use API to implement eSignature workflows, allowing users to automate document and template management processes without relying on the web interface.
Connect DocuSeal once and your FormWise AI gets 22 things it can do inside it. That means your AI can handle the DocuSeal work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.
You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.
New to DocuSeal? Take a look at www.docuseal.com.
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Stop doing the DocuSeal work yourself
Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.