FAQs

Capabilities / Use Case

Have general questions about Docubee functionality? Read below to learn how Docubee can work for your specific use case.

Document collaboration refers to how multiple stakeholders, whether they be internal or external, make edits, leave comments, and negotiate on a single document. In most cases, this is done using a document collaboration tool or software.

An electronic contract is just as legally binding as a paper contract, but because it must be signed electronically, there are some key differences to note:

Both signatories must willingly enter the legal agreement.
Signers must be aware that they can withdraw consent.
Signers must be aware that they can request a paper document.
Rights and obligations must be clearly disclosed.
All digital contracts must be securely stored.

The Electronic Signatures in Global and National Commerce Act (ESIGN) of 2000 and the Uniform Electronic Transactions Act (UETA) of 1999 have established that digital contract signing is every bit as legal and enforceable as traditional paper contracts.

Digital contracts are typically generated automatically as part of a larger digital contract management lifecycle. Information is gathered from digital forms and used to assemble unique documents that contain legally required provisions for the particular use case. These e-contracts can then be shared with multiple parties for review, approval, and signature.

Also called an electronic contract or e-contract, digital contracts are purely electronic documents that are generated and signed online without the need to print out a physical copy.

A HIPAA-compliant form tool allows healthcare providers to collect patient health information (PHI) through secure online forms. In order to be HIPAA compliant, users must be able to segment access to ensure only authorized parties can view PHI.

Creating a digital intake form is easy with Docubee. Simply upload your existing form and place fields, get started with one of our prebuilt templates, or start from scratch with a web form.

Digital patient intake is the process of collecting new patient information electronically through web-based or digital forms rather than traditional paper forms. The process is convenient for new patients, allowing them to complete paperwork before their first appointment.

Yes. Small businesses benefit from using onboarding automation software, especially with a limited staff. With onboarding automation tools, HR staff can focus on guiding new and existing employees vs. onboarding and training them. This is because the manual parts of the process, such as having employees fill out paperwork on the first day and following up on incomplete documents, are completely automated with digital forms and documents, as well as automated routing and reminder notifications. This cuts out extra steps in your onboarding workflow that create more time, while also giving new hires the right first impression.

Automated Onboarding refers to the use of software or other technology to automate the onboarding process. In contrast, self-onboarding refers to the act of completing onboarding activities on one's own with no assistance. Automated onboarding tools often allow self-onboarding for new hires.

Automated Employee Onboarding (AEO) is a process that helps HR managers save time during the hiring and onboarding processes by automating workflows. For example, automatically sending welcome emails, documents, and signature requests and reminders. It automates the entire hiring process, from sending essential new hire paperwork to new employee training.

Onboarding software is a digital tool human resource managers use to streamline the onboarding process. It provides features to speed up and organize onboarding workflows using digitized documents, eSignatures, automation, and checklists.

Construction

Calculate construction costs by multiplying your total area by the construction rate per square foot, which varies by location and project type. Factor in material costs, labor rates, equipment, permits, and overhead to ensure your estimate captures all project expenses.

A construction estimate template creates a standardized system for tracking all project costs, from materials to labor, helping you spot potential overruns before they happen. It provides a clear budgeting and cost control framework, making it easier to maintain profitability throughout the project lifecycle.

Start with a basic template and modify sections based on your project's unique requirements, adding or removing categories to match your scope of work. Focus on the elements most relevant to your project type, whether that's specialized materials, specific labor categories, or particular permit requirements.

If a construction project dispute arises, refer to the contract terms previously laid out and document all communications. In most cases, issues can be resolved directly; however, consult your legal team for mediation or escalations if needed.

To customize a sample construction contract, visit every templated section and update the terms to fit your project. Before using it, it is a good idea to review it with your legal team.

A well-drafted construction contract should establish clear expectations and leave no room for questions. It should include the project scope, payment terms, timeline, change order policies, material standards, liability coverage, termination clauses, and dispute resolution methods to set clear expectations, manage risks, and protect both parties.

Absolutely. Docubee not only ensures compliance with industry standards but also enhances overall project efficiency by automating routine tasks, allowing you to focus on critical project objectives.

Docubee offers integration capabilities with various construction management tools for scheduling, budgeting, and project planning, creating a cohesive management system.

Docubee includes features that allow for easy modification of contract terms, real-time tracking of change orders, and an audit trail of all changes, which helps manage scope creep and ensures contractual compliance.

Yes, Docubee is designed to handle multiple projects at once. It offers tools to help you monitor, manage, and report on various projects efficiently, facilitating better resource allocation and project oversight.

Docubee provides transparent tracking of project milestones and financials, ensuring all parties adhere to the terms set in the contract, which enhances accountability across projects.

A construction contract is a formal agreement that outlines the scope, responsibilities, and expectations between a construction firm and its client, ensuring mutual understanding and compliance.

Contracts

Get answers about using digital contracts from Docubee.

No, a non-disclosure agreement (NDA) and a non-compete agreement are not the same. An NDA is a legally binding contract between two parties wherein one party agrees not to disclose confidential information. A non-compete agreement is a legally binding contract between an employer and employee wherein the employee agrees not to work for a competitor or start their own business in competition with the employer.

An electronic contract is just as legally binding as a paper contract, but because it must be signed electronically, there are some key differences to note:

Both signatories must willingly enter the legal agreement.
Signers must be aware that they can withdraw consent.
Signers must be aware that they can request a paper document.
Rights and obligations must be clearly disclosed.
All digital contracts must be securely stored.

Also called an electronic contract or e-contract, digital contracts are purely electronic documents that are generated and signed online without the need to print out a physical copy.

Data Export

When the export is ready for you to download, an email will be sent to the requester which will contain download instructions and necessary passwords.

A secure, time-limited (14-day expiration) download link will be provided. The export will be stored in a secure S3 bucket with encryption and password protection.
There will be no PII in export filenames or S3 paths.
There will be an audit trail of all export activities.

The following data will be provided in the data export:

Organizational & Workspace Data:

Clear folder structure for easy navigation
Include JSON file explaining export structure

Library Content:

All documents stored in Library
- Inclusive of templates
- Document metadata
Latest version will be included
- Previous versions will not be included

Quick Sign Documents:

All Quick Sign documents with completion status
Associated signature logs and audit trails
Signer information and signature timestamps

Contracts (CLM):

All contracts, regardless of status
Contract metadata (parties, terms, dates)

Workflow Data:

Instance Metadata:
- Instance ID
- Instance Title
- Start Date
- End Date
- Status (completed, in-progress, abandoned)
- Workflow template name/ID
Documents (tied to Instance ID):
- All documents generated by workflow
- Documents collected during workflow execution
- Organized in folders by Instance ID
- Archived format for preservation
Collected Data (tied to Instance ID):
- All form and related data collected during workflow execution

No. There will be no migration of Docubee data to Xodo Sign. You may request an export of your data for historical reference, but it will not be migrated into Xodo Sign.

No. Beginning after Q1 2026, the Docubee Team will begin working through the data export requests and provide your file as quickly as possible.

Yes, you need to make the request to get the data export by June 30, 2026 by submitting a Docubee Support ticket. The Docubee Team will begin providing the exports after Q1 2026.
There is no cost for the export.

On December 31, 2026, the Docubee system will be shutdown preventing any access to functionality or data. If you wish to have historical access to your data after that date, you will need to request a data export by June 30, 2026. The Docubee team will provide a secure, encrypted data export for you to retrieve and store appropriately.

Docubee API

Docubee API is a powerful eSign, form, and document solution that integrates right into your native apps. See common questions about our API product.

An eSigning API allows businesses to seamlessly integrate robust electronic signature functionality directly into their applications, enabling users to effortlessly send, sign, and manage documents digitally. It automates critical workflows by handling document uploads, assigning signers, tracking progress in real-time, and ensuring legally binding signatures with security measures like audit trails and authentication. Once documents are securely signed, they can be retrieved, stored, and integrated into existing systems, streamlining the entire signing process.

While the Docusign eSignature API primarily focuses on facilitating electronic signatures, the Docubee API goes beyond just eSignatures. With the Docubee API, developers can seamlessly integrate signing workflows and advanced features like document generation, comprehensive audit trails, and more. The Docubee eSignature API is an ideal choice for organizations seeking to enable seamless end-to-end contract management directly within their existing workflows. Additionally, our flexible pricing models provide you with greater flexibility and transparency.

An eSignature (electronic signature or digital signature) application programming interface (API) is a Representational State Transfer (REST) web service that allows subscribers to securely request signatures online, obtain status updates, and download the completed documents.

Getting started with Docubee API is easy:

Get a free API key: Visit the Docubee website and register for a free API key to start exploring the platform. Follow our intuitive API onboarding path for a clear, step-by-step guide to integrate and maximize your use of Docubee’s powerful API.
Explore the documentation: Access the comprehensive API documentation to fully understand the extensive functionality and the straightforward integration process.
Contact our dedicated support team: Contact our dedicated Docubee support team for any assistance or inquiries during the integration process.

Docubee API prioritizes security and compliance:

Legally binding digital signatures: Ensures all collected signatures are legally binding and meet industry standards.
Compliance with regulations: Adheres to major security and privacy regulations, including HIPAA, FERPA, SOC 2 Type II, CCPA, and GDPR.
Audit trails: Maintains comprehensive audit trails for all transactions, ensuring transparency and accountability.
Enterprise-grade security: Employs robust security measures to protect sensitive information and prevent unauthorized access.

Docubee’s eSignature API offers developers:

Clear documentation: Provides concise and straightforward documentation, ensuring a seamless and efficient integration and usage experience.
Fast and easy integration: Enables developers to quickly integrate robust eSignature and document functionality using RESTful APIs and their preferred programming languages.
Unrivaled support: Offers exceptional and responsive support with real-time solutions and direct assistance from experienced professionals.
Seamless user experience: Allows developers to create a consistent and intuitive user experience by seamlessly integrating forms and signature features directly into their applications.

Docubee’s robust eSignature API extends the capabilities of applications by:

Adding secure eSignature functionality: Enables applications to collect legally binding signatures while maintaining consistent brand recognition.
Automating document assembly: Enable seamless workflows with fillable web forms that simplify data submission while automatically generating polished documents from the collected data.
Improving contract lifecycle management: Automates key workflows launching from existing systems, enhancing transparency and providing real-time visibility into contract status.

Docubee API caters to various industries, including:

Legal: Streamlines critical legal processes like tracking engagement letters, contracts, and signatures, simplifying client document signing, and improving turnaround times.
Professional Services: Equips service providers with a competitive edge by offering easy-to-implement and scalable solutions that enhance ROI.
Healthcare: Seamlessly integrates with electronic health records (EHR) for efficient eSignature implementation, improving crucial healthcare workflows.
Technology: Empowers Independent Software Vendors (ISVs) to scale their solutions, supporting a growing customer base and enhancing developer productivity.

Docubee API tackles several common business challenges, including:

High cost of eSignature solutions: Offers a cost-effective alternative to expensive eSignature platforms, eliminating the need for costly plugins or third-party integrations.
Inefficient document management: Solves the issue of scattered contracts and documents by providing a centralized, secure repository for automated routing and storage capabilities.
Lack of process automation: Enables businesses to automate their processes, eliminating time-consuming manual tasks and significantly reducing errors, even without a pre-defined automation strategy.

Docubee API is a comprehensive eSignature API that seamlessly integrates digital signing, document automation, and workflow capabilities into existing applications. This secure, white-label platform saves development time and resources while significantly enhancing user experience. Key benefits include:

Secure and legally binding eSignatures: Allows users to sign documents electronically from any device, ensuring compliance with industry regulations such as the eSign Act, HIPAA, and SOC 2 Type II.
Document automation and workflow: Streamlines document generation, routing, and approval processes using conditional logic and data merging functionalities.
Fillable web forms: Enables stakeholders to submit information and documents easily, enhancing data collection efficiency.
Fast and easy integration: Built with a RESTful API architecture for seamless integration with existing systems, reducing time to market.
Scalability and customization: Allows businesses to scale their operations without limitations, adapting to changing needs with complete customization and white-labeling options.
Unmatched developer support: Provides dedicated and responsive assistance to developers, ensuring a smooth and efficient integration experience.
Flexible pricing: Offers transparent and predictable pricing models that scale with business growth, with no hidden fees.

Docubee API’s abilities include eSignature requests and collection on documents, document packet creation, automated document generation, document lifecycle management and storage, data collection through forms, automatic launching of workflows, as well as importing and exporting documents and data from other systems.

Docubee API is HIPAA, FERPA, SOC 2 Type II, and CCPA compliant, and features a number of security features to protect data and combat downtime. Read about Docubee’s security and compliance.

The number of transactions, or API calls, available depends on which Docubee API plan you choose. View our pricing page for more info. If your transaction volume goes above what is included in your plan you will be able to upgrade your plan or work with our team to create a fair price for what you need.

Documents

Digital documents make getting work done easy. See common questions about using digital documents below.

Document generation is the process of creating digital documents using software to automate the insertion of data and content into predefined templates. This process helps save time, reduce errors, and maintain consistency across multiple documents by eliminating the need for manual data entry and formatting.

Document generation software works by using templates and data sources to automatically populate and format documents. The process typically involves the following steps:

Users create or select templates that define document structure and layout.
The software integrates with data sources to retrieve necessary information.
Data is mapped to placeholders in the template.
The software populates placeholders with appropriate content and formatting.
The result is a finished, customized document ready for distribution.

You can generate a wide variety of documents using document generation software, including but not limited to:

Business reports
Invoices and receipts
Contracts and agreements
Proposals and quotes
Legal documents
Letters and memos
Forms and applications
Marketing materials, such as brochures and flyers
Technical documentation
Educational materials, such as lesson plans and worksheets

There are a variety of ways to collaborate on a document digitally. Microsoft Word and Google Docs offer document collaboration tools, however they lack robust routing and security features. Document collaboration tools allow you to upload or create a document and send it to others to review and add comments in a secure platform (depending on your prospective tool).

Yes. Digital contracts sent and signed through Docubee are legally binding if challenged in a court of law.

Document management workflows refer to the process of storing, sharing, editing, organizing, deleting, and managing documents within your organization. Workflow management provides a clear set of steps that must be replicable and completed each time to ensure accuracy and quality.

Digital documents refer to electronic files that are in a paperless format, such as PDFs. Some digital documents are created by scanning and converting non electronic media, while others can be created completely online.

eSignatures

Need an easy way to collect legally binding eSignatures? Find common eSignature FAQs below.

Electronic signature software is a tool that allows users to sign documents electronically or send documents to others for them to sign electronically. Docubee Sign allows users to create, send, sign, and manage legally binding documents virtually.

Features

Docubee has a lot of great features designed to make your workday easier. View commonly asked questions about our security, eSignature, branding, and other features below.

Yes. Docubee Signature features a legally binding signature feature similar to that of DocuSign, that includes enhanced routing and workflow features. Learn more about Docubee Signature here.

Forms

Form automation can be a great way to keep paperwork organized and on track. Here’s what to know about using forms from Docubee.

Form automation uses technology to simplify and streamline completing and managing forms and documents. It automates the creation, distribution, collection, and processing of forms, reducing the need for manual data entry and paperwork. For example, using form automation to collect customer information by creating online forms for customer surveys, feedback, or contact information. These forms can be embedded on the business's website, and the collected data processed and stored electronically, reducing the need for manual data entry and paperwork.

Form automation can be used for just about any process at your workplace that relies on forms. This includes, but is not limited to, business invoices, application forms, order forms, registration forms, request forms, HR forms, and more.

Docubee uses a combination of webhooks and Zapier integrations to connect platforms and send information between them.

Form automation works together with the contract automation process by making it easier to gather important information needed for creating and managing contracts. It uses automated forms to collect details like client information and contract terms, which are then used to create contracts without manual data entry. This makes the entire process faster and more accurate.

General FAQ

Direct Docubee customers can reach out to the Docubee Support team for assistance. Partner customers should reach out to their provider for further information.

The Docubee platform is shutting down on December 31, 2026. We have been in contact with all our partners to notify them of the shutdown. They will be planning their transition and most likely be in touch with you soon. If you have concerns, reach out to them directly for further information.

With a past due account, you have the following options:

Migrate to Xodo Sign before January 31, 2026
Switch to our partner product, Xodo Sign, which offers comparable e-signature functionality. This option will provide free access to Docubee until June 30, 2026 to aid you in a smooth transition to Xodo Sign. Any continued use of the software for this interim period would remain subject to the Docubee terms of use.
Cancel your subscription at the end of January 2026
Your Docubee account will be closed out on January 31, 2026 and you will lose access to all data and Docubee features.

You have two options to consider:

Migrate to Xodo Sign
Move to our partner product, Xodo Sign which offers comparable e-signature functionality. With this option, you will retain access to Docubee data and functionality, at no additional cost, ensuring a smooth migration. Continued use is subject to the Docubee Terms of Use.
Cancel Upon Subscription Expiration
Your Docubee account will be closed out on the final day of your contract term, and you will lose access to all data and Docubee features.

The data export is being provided to aid your transition and is at no cost to you.

As long as you request the data export before June 30th, the Docubee team will make every effort to fulfill your request when you are ready.

You may request an export of your data from now until June 30, 2026 by contacting Docubee Support and submitting a ticket. We will begin fulfilling requests at the end of Q1 2026.

No. Xodo Sign does not have contract lifecycle management, document repository, workflow solutions, or workflow APIs. Xodo Sign can provide a full-featured eSignature platform that supports legally binding eSignatures accompanied by e-sign APIs that can be embedded into applications. Learn more here or reach out to Sales for a demo.

We’re excited to bring you our next generation e-signature solution! Apryse is consolidating efforts into one powerful e-signature solution: Xodo Sign. With Xodo Sign, you can edit, sign, and send documents online—all in one place. Enjoy fast, secure electronic signatures plus uilt-in editing tools to manage contracts seamlessly.

No. The Docubee platform will be shutdown at midnight on December 31, 2026. There will be no way to retrieve any data, documents, audit trails, or API’s after that time.

Docubee customers can reach out to the Docubee Support team for any questions or concerns during the transition.

You will need to use all remaining transactions by the expiration date of your Docubee subscription. Please plan accordingly to ensure the full benefit of your transactions.

Yes! Your signed documents remain legally valid even if the e-signature provider closes. U.S. law (ESIGN Act and UETA) gives electronic signatures the same legal weight as handwritten ones. We strongly recommend that you download and securely store these documents and audit trails for future reference.

After extensive evaluation, Apryse has made the decision to retire Docubee effective December 31, 2026. The Docubee application and website will be permanently shut down. Access to all data, signed documents, APIs, and workflows will NO LONGER be possible after that date.

Integrations

Want to integrate the platforms you’re already using with Docubee? See common questions about our list of integrations.

Reach out to your account manager, message us using the help icon in the app, or send us a message at support@docubee.com. A team member will contact you within 6 business hours to assist you.

Yes. To protect data, integrated payment gateways feature strong security measures, such as encryption and tokenization. Both Docubee and our payment providers are PCI compliant.

Yes. Docubee allows you to collect payments as part of your workflow. Stakeholder recipients can sign and submit payment on a contract directly from the Docubee platform.

Docubee currently supports the following payment integrations:

Stripe
PayPal
Apple Pay
Google Pay
Amazon Pay
Alipay
CashApp Pay
Link
WeChat Pay

To get started, find step-by-step guides on managing payment integrations and setting up payment workflows. If you need help, please contact our customer support team.

A payment integration allows users to add payment collection functionality to workflows and systems by connecting to a payment processor. Doing so will enable you to close deals faster by creating a seamless customer experience.

Yes, depending on the tool you use. Docubee’s AI uses a secure environment and does not share data from generated documents with others. Our AI experience is protected by encryption in transit and 2-factor authentication to keep your data secure

Generative AI is a type of artificial intelligence that allows users to produce different types of content based on a prompt. Docubee’s AI Document Generation can be used to generate content and documents via AI.

Wish documents would just create themselves? AI documents do. Using AI document generation allows you to enter a prompt and any specific details you want to be included in your document, and AI will take those details and create functional digital document you can edit and collect signatures on.

Docubee’s Zapier integration allows you to connect with thousands of different app and CRMs.

Docubee workflows can be configured to export documents or form information to Salesforce automatically. After documents are uploaded or generated from forms data, they can be routed to the correct location in Salesforce as the next step of the workflow. This ensures that the resulting document will be automatically exported to Salesforce whenever a new workflow is triggered.

The Salesforce AppExchange is a cloud marketplace designed to help solve business challenges and accelerate digital transformation. The AppExchange has thousands of different integrations that you can connect to Salesforce and extend its functionality to achieve your goals.

Pipedrive is best for businesses looking to drive revenue. Pipedrive is best used by sales teams who need to manage and track leads and deals, and is great for any industry.

Capsule CRM is primarily used by small and medium sized businesses. It is mainly used to nurture prospects, accelerate the sales cycle, increase leads, and keep contacts organized.

Using the Docubee Capsule CRM integration allows you to fully automate processes, saving your business time and your employees the energy they need to grow your business. When your team creates a contact in Capsule CRM, Docubee will be automatically trigger to send out an NDA or document of your choice for this person to sign. The customer or prospect data collected by Docubee will automatically be sent to your Capsule CRM salesperson upon submission, allowing you to seamlessly reach out to the right people.

Yes. You can integrate Capsule CRM with Docubee in just a few easy steps. View our help center article for a step-by-step walkthrough on setting up your Capsule CRM integration with Docubee.

The Pipedrive integration works through the power of Zapier. Zapier connects Docubee and Pipedrive through the use of webhook triggers. Once a document is completed in Docubee, Zapier is triggered to send information and documents collected into Pipedrive

Keap is known for its ease of use and easy setup because a dedicated customer success manager is assigned to every plan. Learn more about using Keap here.

Yes. Our Keap integration can be set up in just a few steps with the help of Zapier. Here is a walkthrough on how to get set up.

Keap is a small business CRM that automates sales and marketing activities. Docubee offers eSignatures, forms, documents, and automated workflows to power your business further. You can use the Keap integration to:

Send and sign agreements or contracts
Automate the creation of agreements or contracts
Route documents
Track document status
Set automated reminders and follow-ups
Automatically store documents in the location of your choice

The ChatGPT integration is free to set up, and included as part of your Docubee plan—regardless of whether you’re using a free trial or a paid plan. ChatGPT offers both free and paid options. Zapier is a paid service with a free option for up to 100 tasks per month. You can sign up for the free versions of these tools and start generating and sending docs for no extra cost.

To integrate ChatGPT into your workflow, you can follow the steps in this instructional guide. As part of a workflow within Docubee, ChatGPT can generate unique documents based on your inputs. Once generated, you can place fields and send out the documents to be filled and signed.

This will vary depending on your intended use and what platforms you will be integrating ChatGPT with. However, to integrate ChatGPT with Docubee, you don’t need any code. Simply set up a series of workflows and connect ChatGPT and Docubee with Zapier. Set up your integration using these steps.

Using ChatGPT is simple. All you need to do is sign up for a free account. Once you’ve done that, you can feed the AI prompts. When integrated with Docubee through Zapier, you can feed the AI prompts as part of a workflow, and the document will be automatically fetched and generated within your workflow.

AI integrations are not owned or controlled by Docubee or Accusoft. Content generated by AI is intended to be used only as a starting point for documents and agreements. Docubee strongly recommends that you review any contracts or legally binding documents with legal counsel before sending.

Use this step-by-step integration guide to get set up.

Docubee workflows can be configured to route documents to a designated Dropbox folder automatically. After Docubee has been integrated with Dropbox, documents will be exported to the appropriate destination whenever the workflow reaches the “Export Document” task.

Dropbox is a cloud-based file hosting and storage platform that allows users to securely access and share synchronized documents.

If you’d like to set up your Salesforce integration within a Docubee workflow, you can follow the steps presented in this Salesforce workflow automation integration document. If you would like to set up a native integration of Docubee in your Salesforce instance, you can contact our team for assistance.

Salesforce is a cloud-based software designed to help businesses connect with their customers. Salesforce allows you to keep track of customer data, and automate sales and marketing processes like email marketing, lead captures, and lead scoring. With the Salesforce AppExchange, you can download and connect other apps to do even more with Salesforce.

Use this step-by-step integration guide to get set up.

Docubee workflows can export documents to any Amazon S3 bucket you have write access to. After entering credentials as part of the integration setup, you can configure any Docubee workflow to automatically transfer uploaded documents or documents generated by form data to an Amazon S3 location whenever the workflow reaches the “Export Document” task.

Amazon S3 is primarily used for storage in conjunction with services or applications running in AWS, including websites, mobile apps, backup systems, enterprise applications, IoT devices, and analytics programs.

Amazon S3 (or Amazon Simple Storage Service) is a scalable, cloud-based storage platform managed by AWS that allows multiple users to access and share files.

Use this step-by-step integration guide to get set up.

Multiple applications can be connected to Docubee through Zapier workflows. When an important event occurs in one solution, such as the creation of a new lead or contract, hiring a new employee, or the submission of an IT ticket, Zapier triggers the appropriate Docubee process and imports the relevant information. The process can also work in reverse, with the completion of a new Docubee form, document, or signature sending data to a connected solution via Zapier. Workflows can also send data back and forth between multiple apps within a single workflow. For example, a third-party app in a Zapier workflow can send data to Docubee to start a new Docubee workflow, which can then send data to another third-party app connected to Zapier.

Zapier is a workflow automation tool that connects multiple web applications so they can share information without requiring customized integrations.

Use this step-by-step integration guide to get set up.

Docubee workflows can be set up to export documents to Microsoft SharePoint automatically. Each workflow can send documents to a specific site, library, and path within SharePoint. After Docubee is configured and connected to SharePoint, it will send documents to the designated destination whenever the workflow reaches the “Export Document” task.

Organizations use Microsoft SharePoint to share information for collaborative projects and store files associated with important business tasks. The platform can be customized to provide each department or team with a dedicated site that provides access to the resources they need.

SharePoint is a Microsoft intranet solution that allows organizations to share and manage content, find information, and facilitate collaboration across multiple teams.

Use this step-by-step integration guide to get set up.

This integration works as part of the “Export Document” task within a workflow. Google Drive authenticates access to Docubee, and Docubee places the documents into the configured storage destination when the workflow executes.

Google Drive is a cloud-based file storage system trusted by many companies to store their important documents securely.

Legal Automation

No. You don’t have to worry about legal automation software stealing your job. Documents created with legal automation software still require reviews and editing, as well as setup.

Docubee legal automation software features encryption in transit as well as compliance with industry-leading security standards.

Legal automation software is suitable for firms of all sizes and is beneficial to small firms looking to grow. By using legal automation software to automate tedious paperwork, staff can focus on growing the practice and the number of billable hours they are clocking.

In a legal setting, contracts, client intake paperwork, NDAs, bill of sale agreements, power of attorney, and most other vital documents can be automated.

Document automation in law refers the ways legal documents can be automated, such as through the creation of templates or the use of automation software. Document automation allows you or clients to input answers for the system of your choice to automatically generate a legal document to the parameters provided.

Legal workflow automation refers to the process of automating repeatable tasks within your law firm. Automating these processes allows staff as well as lawyers to focus on strategic tasks rather than admin or non-billable tasks.

Onboarding

Automated employee onboarding gives your HR team more time to focus on building relationships. Answers to your most common onboarding questions are below.

NDAs are typically used in situations where an employer wants to protect its proprietary information from being disclosed by an employee. The NDA will outline what type of information is considered confidential and cannot be shared without the employer's permission. One situation where an employment NDA would be used is if the employer has trade secrets that it wants to keep confidential. For example, a company might have developed a new product or process that it does not want its competitors to know about. In this case, the company would require all of its employees to sign an NDA prohibiting them from disclosing any confidential information about the product or process.

When two parties sign a non-disclosure agreement (NDA), they are agreeing to keep certain information confidential. The NDA will outline what information is to be kept secret and for how long. Once the NDA is signed, it is legally binding, meaning both parties are obligated to uphold their end of the agreement. If one party violates the NDA, the other party may have grounds for a civil lawsuit. In order to enforce an NDA, however, the victim would need to prove that they suffered damages as a result of the breach. This can be difficult to do, which is why it's important to carefully consider whether or not an NDA is necessary before entering into one.

Patient Intake

Explore FAQs about our secure, HIPAA-compliant digital patient intake forms.

Creating a digital intake form is easy with Docubee. Simply upload your existing form and place fields, get started with one of our prebuilt templates, or start from scratch with a web form.

Payment Collection

Reach out to your account manager, message us using the help icon in the app, or send us a message at support@docubee.com. A team member will contact you within 6 business hours to assist you.

Yes. To protect data, integrated payment gateways feature strong security measures, such as encryption and tokenization. Both Docubee and our payment providers are PCI compliant.

Yes. Docubee allows you to collect payments as part of your workflow. Stakeholder recipients can sign and submit payment on a contract directly from the Docubee platform.

Docubee currently supports the following payment integrations:

Stripe
PayPal
Apple Pay
Google Pay
Amazon Pay
Alipay
CashApp Pay
Link
WeChat Pay

To get started, find step-by-step guides on managing payment integrations and setting up payment workflows. If you need help, please contact our customer support team.

Pricing & Plans

Learn more about our pricing tiers and payment options.

No. Participants can fill out forms and provide eSignatures without a Docubee account.

Yes. Contact us for help upgrading your plan.

Docubee's AppSumo, Docubee Sign, and Contract Essentials plans include 200 transactions annually for each seat purchased. Based on historical data, we know that that number far exceeds a typical organization’s usage. However, if your organization uses more than 200 signature requests per year, your plan is still active. A member of our team will work with you to create a subscription plan tailored to your growing organization with fair pricing and zero interruptions to your active workflows and templates.

No. You can start with a free trial and upgrade at any time to a paid plan with more advanced features.

Referral Program

Once your point activity has been verified by our team, we will deposit the points into your account. See ‘How to Get Points’ below for a list of events.

Security & Compliance

Security is one of the most important things to us here at Docubee. Get answers to your Docubee-specific security questions.

Yes. Docubee is hosted on Amazon Web Services. We have encryption in transit as well as download tokens that expire after two weeks to ensure secure routing and data gathering. Docubee is also HIPAA, FERPA, SOC 2 Type II, and CCPA compliant.

Support

Need product support? View our support FAQs, and reach out to us if you still have questions.

Professional services hours can be used for anything your team needs help with including form, document, and workflow set-up; general onboarding, training, consulting, creating custom workflow templates, configuring integrations, and/or advanced document processing. The hourly rate for professional service hours is $250. Hours can be purchased a la carte or in custom packages for a discounted rate. Contact us for options.

Travel

Docubee handles the automation of common travel forms like travel requests and travel authorizations. Get answers on digital travel forms below.

A travel authorization form allows employees to request authorization for business travel. When filling out a travel authorization form, be sure to include as much information as possible to ensure quick review and approval.

A travel request (TRA) form is a document filled by an employee and submitted to their manager to request necessary business travel and budget.

Xodo Sign FAQ

No. On December 31, 2026, the Docubee accounts through AppSumo will be shutdown with no further access. AppSumo users will need to find another solution for their particular use case.

Apryse is deeply committed to Xodo Sign as a long-term solution. Since acquiring Eversign and rebranding it as Xodo Sign, Apryse has invested heavily in product development, compliance upgrades, and feature innovation. Apryse has also introduced advanced features like Long-Term Validation (LTV) for signatures, AI-powered document summarization, and integrations with Xodo’s broader document platform. Additionally, Apryse has dedicated product management and engineering teams focused on Xodo Sign’s roadmap, ensuring continuous enhancements and scalability for both small to mid-sized business and enterprise customers. In short, Xodo Sign is a strategic growth area for Apryse.

Xodo currently offers two-factor authentication with single sign-on coming in 2026.

Xodo Sign is currently compliant with SOC 2 Type 1, EU eIDAS, US ESIGN, and GDPR standards. In Q1 2026, Xodo will complete SOC 2 Type 2 and add HIPAA and CPAS certifications, bringing Xodo Sign to full parity with Docubee.

Absolutely! At Docubee and Xodo Sign by Apryse, we are committed to delivering exceptional support every step of the way. Whenever you need assistance, our dedicated team is here and ready to help.

Xodo Sign is an intuitive online solution that is quick and easy to create an account and begin editing, signing, and managing documents. That said, we have a Getting Started Guide, User Handbook, and robust Knowledge Base that can help. If you prefer videos, visit out YouTube channel with how to videos on all the popular features.

Yes. You will be getting new contract terms, pricing, and renewal date with Xodo Sign.

You will get new contract terms and pricing with Xodo Sign. As our valued customer, we have incentive offers to help you make the transition from Docubee to Xodo Sign. Reach out to Sales to learn more.

There will be no migration of Docubee data to Xodo Sign. You may request an export of your data but it will not be migrated into Xodo Sign.

Xodo Sign does not contain workflow or repository functionality.

FAQs

Capabilities / Use Case

What is document collaboration?

How does an e-contract differ from other forms of contracts?

Are digital contracts valid?

How do you make a digital contract?

What is a digital contract?

What are HIPAA-compliant forms?

How do I create a digital intake form?

What is digital patient intake?

Can small businesses benefit from onboarding automation software?

Is employee self-onboarding the same as automated onboarding?

What is automated employee onboarding?

What is onboarding software?

Construction

How to estimate the cost of construction?

How can using a construction estimate template help in managing project costs effectively?

How do I customize a construction estimate template for my specific project needs?

What steps should I take if a dispute arises during the construction project?

How can I customize a sample construction contract to fit my project?

What are the essential components of a construction contract?

Does construction management software keep my business compliant?

Does construction contract management software integrate with other construction management tools?

How can construction contract management software assist with change order management?

Can construction contract management software help in managing multiple projects simultaneously?

How does construction contract management software improve project accountability?

What is a construction contract agreement?

Contracts

Are NDA and non-compete agreement templates the same?

How does an e-contract differ from other forms of contracts?

Are digital contracts valid?

How do you make a digital contract?

What is a digital contract?

Data Export

How will I be notified the export is available?

What type of security and compliance standards will there be on the export?

What data will be in the data export?

If I go to Xodo Sign, will my Docubee data be migrated for me?

Can I request my data export for a specific date?

Are there any requirements or costs for a data export?

What are the options for accessing my Docubee data after Dec. 31, 2026?

Docubee API

What is API signing?

What makes the Docubee API different from the Docusign eSignature API?

What is an eSignature API?

How can I get started with Docubee API?

Are eSignature APIs secure and compliant?

What are the key features of Docubee API for developers?

How do eSignature APIs enhance existing applications?

Which industries can benefit from Docubee API?

What challenges does Docubee API address for businesses?

What is Docubee API and its key benefits?

What is an eSignature API?

What capabilities does the API have?

What compliances does the Docubee eSign API meet?

How many transactions are included in each API package? What if my transaction volume is higher than what’s included in the packages?

Documents

What is document generation?

How does document generation software work?

What type of documents can I generate?

How do you collaborate on a document?

Are digital contracts legal?

What is a document workflow?

What is a digital document?

eSignatures

What is API signing?

What makes the Docubee API different from the Docusign eSignature API?

What is an eSignature API?

What is electronic signature software?

Features

How do you collaborate on a document?

Does Docubee offer eSignatures?

Forms

What is form automation?

What are the use cases for form automation?

Does Docubee’s form automation integrate with my platforms?

How does form automation work with the rest of the contract automation process?

General FAQ

What if I still have questions?

I use Docubee through one of your partners. What do I need to know?