Integrations

Our platform integrates with a wide range of apps and services with different capabilities, extending our ability to meet your needs. Broadly, our integrations fall into the following categories:

Cloud Storage Apps

We integrate with cloud storage services and file pickers such as Google Drive, OneDrive, Box, and Dropbox, allowing you to search, view, and download files stored in the cloud.

For some cloud storage services, such as Box, OneDrive, and SharePoint, we also provide integrations that give our AI agent direct access to search, list, and download your files through secure server-to-server connections.

Document and Productivity Apps

DocEndorse integrates with document and productivity applications, including the Microsoft Office suite, Outlook, Google Docs, Google Slides, and Google Sheets.

These integrations bring our AI-driven e-signature workflows directly into the applications you use to create, manage, and work with documents.

Chat-Based Apps

Chat-based applications are an important part of our AI agent experience. The DocEndorse AI agent is available in Microsoft Teams, Slack, and Telegram, allowing users to manage the entire e-signature lifecycle directly from their preferred chat application.

Users can perform tasks such as dispatching e-signature requests, tracking their progress, and sending follow-ups.

Email

We integrate with Microsoft Outlook, Gmail, Yahoo Mail, Zoho Mail, and other email services accessible through IMAP.

These integrations allow our AI agent to send emails on your behalf, as well as access, view, and analyse email threads to support your e-signature workflows.

Address Books

We integrate with Google People and Microsoft People, providing our AI agent with read-only access to your address book.

This allows the AI agent to find contacts you refer to by name or other identifying details, making it easier to select the right recipients when creating e-signature requests.