# Docusign AI: 6 Workflows Source: https://maito.app/workflows/tool/docusign 6 AI workflows for teams using Docusign, like retire old quote versions when one changes, assemble a proposal from approved parts, start the project when a proposal is signed. Each shows the steps, an example and how to set it up. 6 workflows. Jobs Maito handles with Docusign, from Slack or email. Docusign connects through its MCP server, so setup is a sign-in. [Put Maito to work](https://maito.app/login?returnTo=%2Fworkflows%2Ftool%2Fdocusign)[Book a demo](mailto:support@maito.app?subject=Maito%20demo) $149/month per workspace · Unlimited people · AI usage billed by your provider ## All Docusign workflows. 6 workflows - [Start here Retire old quote versions when one changes When a quote is revised, the old version is marked superseded and any open signature is flagged. Sales · When something happens Works with HubSpot, Salesforce.](https://maito.app/workflows/retire-old-quote-versions-when-one-changes) - [Start here Assemble a proposal from approved parts A first-draft proposal built from your approved modules, with the customer's details filled in. Sales · When you ask Works with Notion, Confluence, HubSpot, Salesforce, Box.](https://maito.app/workflows/assemble-a-proposal-from-approved-parts) - [Start here Start the project when a proposal is signed A signed proposal becomes a project with tasks, an owner and kickoff times to choose from. Operations · When something happens Works with HubSpot, Salesforce, Google Calendar, Microsoft 365, Linear, Asana.](https://maito.app/workflows/start-the-project-when-a-proposal-is-signed) - [Get customers to sign off finished work Customers get a clear summary of finished work to sign, and disputes go to a person. Customer support · When something happens Works with Slack, Email.](https://maito.app/workflows/get-customers-to-sign-off-finished-work) - [Price every change before work starts A customer's change request becomes a priced change order, so extra work never starts on a text message. Operations · When you ask Works with Slack, Email.](https://maito.app/workflows/price-every-change-before-work-starts) - [Check an engagement is signed and paid Before onboarding starts, Maito checks the right agreement is signed and the retainer is paid, and nudges what's missing. Operations · When something happens Works with QuickBooks, Xero, Gmail, Microsoft 365.](https://maito.app/workflows/check-an-engagement-is-signed-and-paid) ## Questions. ### How does Maito connect to Docusign? Through Docusign's MCP server. Connect it once in Maito; if it isn't connected yet, your agent sends you a link to sign in. ### Can it change things in Docusign? Only what you allow. You choose which Docusign actions Maito can use, and the workflows here prepare changes for a person to approve unless you set them to run on their own. ### Which teams use these workflows? Sales, Operations and Customer support. ### How long does it take to set up? Minutes for the workspace: create it, connect your AI provider and connect Slack. Each workflow then takes one request to your agent, plus signing in to any tool it needs. ### Do we need a developer? No. You set up each workflow by asking your agent in plain words. A repository is only needed for coding work. ### What does it cost? $149 per workspace per month, with unlimited people and $20 in cloud credits each month. Your AI provider bills its usage separately. ## Put your AI teammate to work. Set it up in minutes. Start with one workflow, and let it earn the next one. [Put Maito to work](https://maito.app/login?returnTo=%2Fworkflows%2Ftool%2Fdocusign)[Book a demo](mailto:support@maito.app?subject=Maito%20demo)