Available in:

Availability: Available in EnVision Cloud, EnVision Cloud XL, EnVision Enterprise. Not available in TruckMaster Lite.

DocuSign Integration for Electronic Document Signing

TruckMaster’s DocuSign integration allows documents to be sent for electronic signature directly from TruckMaster workflows, helping teams execute agreements faster without printing, scanning, or manual follow-up.

Documents generated or managed in TruckMaster can be routed through DocuSign for signature. Signing status and completed documents are then returned to TruckMaster, keeping records organized and accessible in one place.

✍️ Who it’s for: Operations, billing, carrier onboarding, and administrative teams that manage signed documents as part of daily workflows.

📄 What DocuSign Provides

DocuSign is an electronic signature platform used to send, sign, and track documents digitally.

Send documents for electronic signature.
Track signing status and completion.
Capture signer identity and timestamps.
Maintain an audit trail for executed documents.

🔐 How the Integration Works

The TruckMaster + DocuSign integration connects document workflows so execution happens without leaving your TMS.

Documents are generated or selected in TruckMaster.
TruckMaster sends documents to DocuSign for signature.
Recipients sign electronically using DocuSign.
Signing status updates are visible in TruckMaster.
Completed documents are returned and stored with the related record.

DocuSign helps complete document workflows faster—TruckMaster remains your system of record for signed files.

✍️

Electronic Document Signing

Send documents for signature digitally.
Eliminate printing, scanning, and mailing.
Speed up execution of agreements.
Improve turnaround times.

⚡

Faster Workflow Completion

Reduce document turnaround delays.
Track signing progress in one place.
Minimize manual follow-up.
Keep processes moving.

🗂️

Audit Trails & Record Keeping

Maintain a record of who signed and when.
Keep signed documents linked to TruckMaster records.
Support internal review and documentation needs.
Reduce lost or misplaced paperwork.

🧠 Use Cases & Why It Matters

Carrier onboarding: Send agreements for signature during setup.
Billing workflows: Execute documents tied to billing or adjustments.
Administrative processes: Handle internal approvals digitally.
Document organization: Keep executed files tied to the correct records.

Get more information on the DocuSign integration.

❓ TruckMaster ↔ DocuSign (Electronic Signatures) — Frequently Asked Questions

Do we need a DocuSign account to use this integration?

Yes. The DocuSign integration requires an active DocuSign account so TruckMaster can send documents for signature and receive status updates and completed files.

What types of documents can be sent for signature?

Documents generated or managed in TruckMaster that are part of your workflows can be sent for electronic signature. Availability depends on your configuration.

Will signing status be visible in TruckMaster?

Yes. Signing progress and completion status can be displayed in TruckMaster so teams can track execution without leaving the system.

Where do completed documents go?

Completed documents can be returned to TruckMaster and stored or linked with the related record (such as a carrier, customer, load, or billing workflow), depending on your setup.

How do we get started with the DocuSign integration?

Contact TruckMaster support or your account manager. We’ll help confirm requirements, configure the connection, and ensure documents and status updates are working correctly.

Facts (JSON) for assistants & reviewers