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DocuSeal

Electronic signature platform for forms, templates, submissions, submitters, documents, and signing status.

Covers e-signature form activity across templates, submissions, submitters, generated documents, and signing progress.

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Example Use Cases

These are example ways Snow can use DocuSeal when building apps with you. This list is meant to show examples, not document every possible capability. Connecting an account does not make Snow run these automatically on its own.

Archive Submission

Tool to archive a submission by its unique identifier. Archived submissions are not permanently deleted and can be restored.

Archive Template

Tool to archive a specific template by its unique identifier. Use after verifying the template ID.

Clone Template (v2)

Tool to clone an existing template into a new template with optional custom name, folder, and external_id. Use when you need to duplicate a template with specific customization options.

Create Submission

Tool to create signature requests (submissions) from an existing document template and send them to submitters. Use this when you have a pre-configured template and want to send it for signing to one or more parties. Supports email and SMS notifications, custom messages, field pre-filling, and sequential or simultaneous signing workflows.

Create Submission From DOCX

Tool to create a one-off submission (signature request) from a DOCX document with dynamic content variables. Use

Create Submission From HTML

Tool to create a one-off submission request from HTML content with embedded field tags rendered as a fillable and signable form. Use this when you want to create a signature request directly from HTML without first creating a reusable template. Field tags in HTML (like {{field_name}} or <signature-field>) will be automatically converted to fillable form fields.

Create Submission From PDF

Tool to create a one-off submission (signature request) from a PDF file. Use this to upload a PDF document and send it for electronic signature without creating a reusable template first. You can define signature fields and other form fields either by using text tags in the PDF (e.g., {{Signature;role=First Party;type=signature}}) or by specifying field coordinates in the request.

Create Submissions From Emails

Tool to create submissions for a document template and send them to specified email addresses. Use this for simplified submission creation with Zapier or other automation tools. Each email address will receive a unique submission link.

Create Template from DOCX

Tool to create a fillable document template from a Microsoft Word DOCX file. Use when you need to convert a DOCX document with field tags into a template.

Create Template from HTML

Tool to create a fillable document template from HTML content with pre-defined fields. Use when you need to create a template directly from HTML with custom field tags for text, signatures, dates, and other fillable elements.