{
  "schemaVersion": "1.0",
  "item": {
    "slug": "docusign",
    "name": "DocuSign",
    "category": "finance-and-operations",
    "description": "DocuSign offers self-serve and sales-led subscriptions, so billing documents may live in account settings or with a contract recipient.",
    "status": "researched",
    "website": "https://www.docusign.com/",
    "invoiceHelpUrl": "https://www.docusign.com/products/electronic-signature/plans-and-pricing",
    "accessMethods": [
      "vendor_portal",
      "email_forward",
      "manual_upload"
    ],
    "authentication": {
      "oauth": false,
      "apiToken": false,
      "browserSession": true,
      "requiredRole": "DocuSign Account Administrator, contract owner, or billing contact"
    },
    "capabilities": {
      "accountDiscovery": {
        "supported": false,
        "notes": "No public workflow for discovering every account from billing data is documented."
      },
      "billingHistory": {
        "supported": "unknown",
        "notes": "No universal self-service billing archive is documented for this record."
      },
      "invoiceMetadata": {
        "supported": "unknown",
        "notes": "The public source does not specify a consistent invoice-metadata view."
      },
      "invoicePdf": {
        "supported": "unknown",
        "notes": "The public source does not confirm a downloadable PDF for every account."
      },
      "creditNotes": {
        "supported": "unknown",
        "notes": "Credit-note availability is not confirmed by the reviewed source."
      },
      "lineItems": {
        "supported": "partial",
        "notes": "Line-item depth varies by document type, plan, or contract."
      },
      "usage": {
        "supported": "unknown",
        "notes": "A usage export is not confirmed by the reviewed source."
      },
      "subscriptions": {
        "supported": true,
        "notes": "Subscription or plan charges are part of the documented billing workflow."
      },
      "paymentMethod": {
        "supported": "unknown",
        "notes": "Payment-method visibility is not confirmed by the reviewed source."
      }
    },
    "billing": {
      "cadence": [
        "monthly",
        "annual",
        "contract-dependent"
      ],
      "invoiceLocation": "Account billing settings or the contract billing-contact workflow",
      "emailedAutomatically": "unknown",
      "currencies": [],
      "documentTypes": [
        "invoice",
        "receipt"
      ]
    },
    "billproof": {
      "retrieval": false,
      "normalization": true,
      "transactionMatching": true,
      "connectionAvailable": false,
      "limitations": [
        "Billproof does not currently have a direct DocuSign billing connection.",
        "Retrieval requires an authorized user to download or forward the document.",
        "Invoice access varies by DocuSign purchasing channel."
      ]
    },
    "normalizedFields": [
      "vendor_name",
      "invoice_number",
      "invoice_date",
      "billing_period",
      "subtotal",
      "tax",
      "total",
      "currency",
      "payment_method",
      "account_id"
    ],
    "commonCardDescriptors": [],
    "researchedAt": "2026-08-29",
    "lastVerifiedAt": "2026-08-29",
    "sources": [
      {
        "title": "DocuSign plans and pricing",
        "url": "https://www.docusign.com/products/electronic-signature/plans-and-pricing",
        "type": "official"
      }
    ],
    "guide": {
      "quickAnswer": "For a self-serve DocuSign plan, review account billing settings; for a sales-led plan, use the billing contact and order form to retrieve the invoice.",
      "requiredRole": "DocuSign Account Administrator, contract owner, or billing contact",
      "steps": [
        "Identify the DocuSign account and whether the plan is self-serve or contracted.",
        "Review administrator account and billing settings for self-serve payment records.",
        "For a contract, search the invoice recipient's mailbox and procurement system.",
        "Contact DocuSign billing support or the account team with the order details if missing."
      ],
      "historyLocation": "Account billing settings or the contract billing-contact workflow",
      "missingInvoice": "Confirm the paying account, plan type, customer entity, and order number; public plan documentation does not promise one archive for all customers.",
      "formats": [
        "invoice or receipt when provided",
        "contract invoice"
      ],
      "commonProblems": [
        "An envelope administrator is not the billing administrator.",
        "A reseller or enterprise agreement owns the invoice relationship."
      ],
      "matchingTips": [
        "Match account ID, customer entity, plan or order term, currency, and total.",
        "Review seat and envelope allowances when reconciling a renewal."
      ]
    },
    "statusLabel": "Billing guide available",
    "cta": "Request this integration",
    "manualGuide": "https://billproof.io/guides/find-docusign-invoices",
    "urls": {
      "html": "https://billproof.io/integrations/docusign",
      "json": "https://billproof.io/api/public/vendors/docusign.json",
      "capabilities": "https://billproof.io/api/public/vendors/docusign/capabilities.json"
    }
  }
}