E-signature integration
From approved change order to signed envelope in one click.
Sends PM-approved change orders as DocuSign envelopes with your signature blocks, then tracks viewed, signed and declined status back in TWINJAM.
- Vendor
- Docusign, Inc.
- Plan
- Agency and Scale plans
- Authentication
- Docusign OAuth 2.0 (Authorization Code Grant), eSignature REST API
- Setup time
- About 5 minutes
- Sync
- Real time via DocuSign Connect
Overview
How TWINJAM works with DocuSign
Many agency clients already sign MSAs and SOWs in DocuSign, so a change order that arrives the same way feels routine rather than confrontational. Once a PM approves a change order in TWINJAM, it can be sent as a DocuSign envelope using your template, branding and signer routing, with the itemized diff and SOW citation on the first page.
TWINJAM listens for DocuSign Connect events and updates the change order as the envelope moves: sent, delivered, viewed, signed or declined. Signed change orders flow on to Harvest budgets and QuickBooks or NetSuite billing if you have those connected, so nobody has to chase the PDF.
TWINJAM never sends an envelope on its own. Every envelope is created by an explicit PM action, and the client sees a document from your agency, not from TWINJAM.
In practice
Signed before lunch
The PM approves CO-492 at 10:14 and sends it through DocuSign with the clause 3.2 diff on page one. The client signs at 12:31, and the $2,400 line is on its way to QuickBooks without anyone touching the PDF.
The payload on the right is the event TWINJAM emits to your triage feed and to outbound webhooks, so you can route it into your own reporting.
{
"type": "change_order.signature_completed",
"id": "sig_D2s6Vu9J",
"change_order": "CO-492",
"workspace": "HFX-APP",
"envelope": {
"tool": "docusign",
"status": "completed",
"sent": "2026-11-05T10:14:00Z",
"completed": "2026-11-05T12:31:00Z"
},
"total_usd": 2400,
"next": [
"quickbooks.invoice.create",
"harvest.budget.update"
]
}Permissions
Scopes requested, and why.
| Scope | Why TWINJAM needs it |
|---|---|
| signature | Create and send envelopes for PM-approved change orders and read their status. |
| extended | Keep the connection alive with refresh tokens so PMs do not re-authenticate weekly. |
Events
What triggers a check.
Connect: envelope-sent
Marks the change order as sent.
Connect: envelope-delivered
Shows when the client opened the envelope.
Connect: envelope-completed
Marks the change order signed and triggers billing sync.
Connect: envelope-declined
Returns the change order to the PM with the decline reason.
Setup
Connect DocuSign in about 5 minutes.
An admin connects once. PMs never need to re-authenticate, and you can revoke access from TWINJAM or the vendor's admin console at any time.
- 1Choose Connect DocuSign and sign in with a sender account.
- 2Pick a template, or let TWINJAM use its default change order layout with your logo.
- 3Set signer routing: client signer, optional client finance approver, and agency countersigner.
- 4Send a test envelope to yourself to confirm branding and fields.
FAQ
DocuSign integration questions
Status of envelopes TWINJAM created. Templates you choose for change orders. Decline reasons, where the signer gives one. It never reads: envelopes TWINJAM did not create; signed documents in your DocuSign account beyond change orders; signer identity verification data.
Creates and sends envelopes, only when a PM clicks Send for signature. Every action that could reach a client requires a PM to approve it first.
Agency and Scale plans: Agency ($899/mo billed annually), Scale (from $1,800/mo billed annually). Every plan starts with a 14-day free production trial.
Real time via DocuSign Connect. Setup takes about 5 minutes.
Related integrations
All integrationsPandaDocE-signature
Generates change orders as PandaDoc documents with pricing tables, sends them on PM approval, and syncs viewed and completed status back to TWINJAM.
QuickBooks OnlineFinance & ERP
Turns signed change orders into QuickBooks Online estimates or invoice lines, and reads invoice status so realization reporting reflects cash, not intent.
SlackChat
Reads the shared client channels you select, compares each request with the signed SOW, and posts private flags to #pm-scope-alerts for PM review.
Put DocuSign on the same page as your SOW.
Connect it during a 14-day free production trial and see the first flags from your live projects within days.