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How to Use DocuSign with Storydoc

You can build a reliable signing flow by sending recipients to DocuSign from a Storydoc button, or by embedding a DocuSign PowerForm. If you use Zapier, the most common approach is to inject the DocuSign signing URL into Storydoc using dynamic variables.

Jack avatar
Written by Jack
Updated today

Before you start

  • You need access to DocuSign (PowerForms are optional, only for the embed option).

  • If you want to automate this with Zapier, you need access to the Storydoc Zapier integration (available on Team plans) and your Storydoc API key from Integrations > No-code automations > Zapier.

Option 1: Recommended for automations, add a DocuSign signing URL to a Storydoc button using dynamic variables

This is the best default for Zapier and CRM-driven workflows because each recipient can get their own unique signing link, and the experience works reliably across browsers and mobile.

Step 1: Add a dynamic variable to your Storydoc hyperlink

  1. In the Storydoc editor, select a Button, Text, or Icon.

  2. Click Link.

  3. Paste your variable in the URL field (for example, {{docusign_link}}).

  4. Save your changes.

This setup makes the hyperlink change automatically based on the variables used in each version.

Step 2: Create your Zapier flow to generate the DocuSign link and create a Storydoc version

A typical flow looks like this:

  1. Trigger in Zapier (example: new deal in CRM, form submission, new row in Google Sheets).

  2. Action: DocuSign to create or send an envelope (often from a template).

  3. Capture the DocuSign output field that contains the signing URL.

  4. Action: Storydoc to create a new story version and map the signing URL into your docusign_link variable.

  5. Send the Storydoc link to the recipient, or attach it back to the CRM record.

Notes and tips

  • If a variable has no value, the link can remain empty, so make sure the DocuSign step always returns a URL before you create the Storydoc version.

  • This approach works best when the signing link is recipient-specific or time-limited.

Option 2: Embed a DocuSign PowerForm in Storydoc (only when you need an embedded signing experience)

If you use DocuSign PowerForms, DocuSign provides embed options designed for iframe usage.

Step 1: Get the PowerForm embed code or link from DocuSign

  1. In DocuSign, open your PowerForm distribution options.

  2. Copy either:

    • The URL link, or

    • The embed code (iframe or HTML snippet, depending on the option you choose).

Step 2: Add the embed to Storydoc

  1. In Storydoc, add a slide intended for embeds (an HTML or embed-type element in your slide library).

  2. Paste the PowerForm embed code.

  3. Preview and test on desktop and mobile.

Which option should you use?

  • Use Option 1 (dynamic variable link) if your automation creates a unique DocuSign signing URL per person or per deal. This is the most common Zapier setup.

  • Use Option 2 (PowerForm embed) if you have a single PowerForm flow you want to keep inside the story.

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