# Pike for DocuSign and PandaDoc: signed deals, ready to staff

> Pike integrates with DocuSign and PandaDoc: send a Pike quote for signature with DocuSign, or link a PandaDoc document to a deal, and status updates in real time. When the client signs, the deal can move to Won, ready to attach a project.

Canonical URL: https://usepike.com/integrations/e-signature
Last updated: 2026-10-26

## At a glance

- **Direction:** Pike to DocuSign for quotes. DocuSign and PandaDoc to Pike for status, in real time.
- **Who sets it up:** Workspace admins.
- **Source of truth:** DocuSign or PandaDoc, for signature status.
- **Plan:** All plans
- **Documentation:** [DocuSign docs](https://usepike.com/docs/integrations/docusign) and [PandaDoc docs](https://usepike.com/docs/integrations/pandadoc)

## What syncs between DocuSign and PandaDoc and Pike

| Integration | How it starts | When signed or completed |
| --- | --- | --- |
| DocuSign | **Send for signature** on a Pike quote creates an envelope with the quote PDF, addressed to the quote recipient | The signed PDF attaches to the deal and customer, the quote is marked Accepted, and the deal moves to Won if **Mark deal won when signed** is on (the default) |
| PandaDoc | Link a PandaDoc document to a Pike deal, from the deal or by pasting the document URL | The deal moves to Won if **Mark deal won when completed** is on. The document total becomes the deal value if **Update deal value** is on |

DocuSign status (sent, viewed, signed, declined) arrives through DocuSign Connect. PandaDoc status (draft, sent, viewed, completed) arrives through webhooks.

## How to connect DocuSign and PandaDoc

1. Go to **Workspace settings → Integrations → DocuSign** or **PandaDoc**, click **Add integration**, and authorize.
2. For DocuSign, open a quote and click **Send for signature**.
3. For PandaDoc, link a document to a deal from the deal, or paste the document URL.

Full setup steps and field mappings are in the [DocuSign integration docs](https://usepike.com/docs/integrations/docusign) and [PandaDoc integration docs](https://usepike.com/docs/integrations/pandadoc).

## How agencies use Pike with DocuSign and PandaDoc

- **Staff the project the day it is signed.** Signed deals move to Won, so resource managers attach the project and book people without waiting for a sales handoff.
- **Keep the signed copy with the client.** The signed PDF attaches to the deal and customer, so account leads find the contract next to the project.
- **Forecast from accurate deal values.** With **Update deal value** on, the PandaDoc total sets the deal value, so pipeline numbers match what the client signed.

## Limits to know before you connect

- DocuSign sends the Pike quote PDF as the envelope. Build other documents in DocuSign.
- Pike links existing PandaDoc documents. Create documents in PandaDoc.

## DocuSign and PandaDoc integration questions

### Does Pike integrate with DocuSign?

Yes. Send for signature on a Pike quote creates a DocuSign envelope with the quote PDF, and DocuSign status updates Pike in real time through DocuSign Connect.

### Does Pike integrate with PandaDoc?

Yes. Link a PandaDoc document to a Pike deal, and PandaDoc status updates the deal in real time. A completed document can move the deal to Won.

### What happens in Pike when a client signs a DocuSign quote?

The signed DocuSign PDF attaches to the deal and customer, the quote is marked Accepted, and with Mark deal won when signed on, the deal moves to Won.

## Related

- [HubSpot](https://usepike.com/integrations/hubspot): Won deals become staffed projects.
- [Stripe](https://usepike.com/integrations/stripe): A Pay online button on every invoice.
- [Customers and CRM in Pike](https://usepike.com/features/customers): Customers, contacts, deals, and quotes.