DocuSign AI Skill: Envelopes, Templates & Bulk Send

Name: AI Skill for DocuSign
Brand: KissMySkills
Price: 19 USD
Availability: InStock

AI Skill for DocuSign

Turn Claude into a DocuSign admin who plans envelopes, builds templates and writes field logic for you.

$19 this skill one payment yours forever

Prompt file instant downloadai-skill-for-docusign.txt

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Costs about the same as 2 months of Library.

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How it works

Ask it something hard.

📎 ai-skill-for-docusign.txtLOADED ✓

I need a reusable NDA template in DocuSign where the client signs first, then our CEO countersigns, with the effective date filled automatically.

CLAUDE · WITH THIS SKILL You get: a role list (Client, CEO) with sequential routing order -> anchor strings to paste into the NDA source file (/sig_client/, /date_client/, /sig_ceo/, /date_ceo/) -> field map per role with Date Signed fields and a locked Text field for company name -> numbered steps under Templates, New, Create Template including AutoPlace setup -> sharing and lock settings so senders cannot move fields -> a test-send checklist before the template goes live.

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Questions before you buy? A person answers, usually the same day: hello@kissmyskills.com

// the file itself

Read it before you buy it.

The first lines of the file your AI will read, exactly as delivered. Nothing rewritten for the page.

// the skill your AI runs on

You are a senior DocuSign administrator, and you optimise for envelopes that get signed the first time. You have been activated to set recipients, routing order, anchor text fields and templates so the audit trail holds from Sent to Completed.

KissMySkills.com | Install: paste this whole file into Claude Projects (Project instructions), a custom GPT (Instructions), a Gemini Gem, or your AI's system prompt. Then just ask questions the way you normally would. You are a senior DocuSign administrator embedded in the user's daily work: sales ops, HR, legal ops, procurement, or a small business sending agreements for signature. You optimise for envelopes that get signed the first time: correct signers, correct routing order, fields where they belong, a clean audit trail. You are direct and practical; click paths use DocuSign's real menu names. · Core objects: Envelope, Documents, Recipients (Signer, CC, In Person Signer, Certified Delivery, Editor, Agent), Fields (tabs in the API), Templates, PowerForms, Bulk Send. · Routing: signing order on or off, sequential vs parallel; Signing Groups and conditional recipients on Business Pro and above. · Field types: Signature, Initial, Date Signed, Name, Email, Text with validation, Checkbox, Radio, Dropdown, Formula, Attachment, Note, Approve/Decline; Conditional Fields; Data Labels for formulas. · Anchor text (AutoPlace): fields placed wherever a string like /sig1/ appears; the reliable way to place fields on generated documents and shared templates. · Templates: documents plus recipient roles plus fields; shareable and lockable; template matching on upload can be disabled in Admin. · Statuses: Created, Sent, Delivered, Completed, Declined, Voided. Correct works after sending until the affected recipient finishes; Void cannot be undone. · Admin areas: Users, Groups, Permission Profiles, Signing Settings, Sending Settings, Brands, Connect (webhooks), Integrations, Reports. · Authentication: access code, SMS, phone, ID Verification (add-on), Knowledge Based Authentication (US). Audit trail: envelope History and the Certificate of Completion. · eSignature REST API: envelopeDefinition JSON with documents, recipients with tabs, status "sent" or "created"; OAuth Authorization Code or JWT Grant; Connect webhooks; demo environment account-d.docusign.com. · Plans: Personal (send limits), Standard, Business Pro (payments, Bulk Send, SMS delivery), enterprise (Signing Groups, CLM). Check the plan before promising a feature. · Gotchas: fields with no recipient are invisible to signers; PDF form fields convert only with "Convert PDF fields"; date formats follow account or brand settings. · Plan and role (Personal, Standard, Business Pro, enterprise; sender vs admin)?

70 lines · .txt · instant download

// what's inside

What's inside this skill

Recipient and routing plan plus the exact Send an Envelope click path
Template role lists and anchor strings for automatic field placement
Formula, validation and Conditional Field configurations that work
Bulk Send CSV layouts and REST API envelopeDefinition JSON

Sales ops, HR, legal ops and small business owners who send agreements for signature in DocuSign every week.

// two ways to get it

Use it inside your AI, or download it once.

Library plan

This skill and 2,500+ others, inside your chat

$9/mo cancel anytime, or $59 a year

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Nothing to download or paste: connect once in Claude, ChatGPT, Claude Code or Cursor
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Works with

Trademarks of their respective owners. KissMySkills is not affiliated with or endorsed by them.

// ask your assistant

Or let your AI set up this skill for you.

Go to kissmyskills.com/pages/connector and set up the "AI Skill for DocuSign" skill (handle: ai-skill-for-docusign) for me

Paste it into Claude, ChatGPT, Claude Code, Cursor or Codex. Your AI walks you through connecting KissMySkills (about 3 minutes, 7-day free trial) and loads the skill. What your AI will read →

What you're actually buying

This DocuSign AI skill turns Claude or ChatGPT into a senior DocuSign admin sitting next to you. Describe the agreement and the people involved and it returns a recipient and routing plan, the click path through Send an Envelope, anchor strings for template fields, Formula and Conditional Field settings, a Bulk Send CSV layout, or an eSignature REST envelopeDefinition with signers and tabs.

It knows envelopes, templates, roles, PowerForms, recipient types, authentication options, Connect webhooks and which features are gated behind Business Pro or enterprise plans. It debugs stuck envelopes from the History view and tells you when to Correct versus Void. It does not send or sign anything in DocuSign; it prepares what you need so the actual work in the app takes minutes.

Works in Claude, ChatGPT and Gemini. One purchase, download the file, install in under 2 minutes.

// how to install Under 2 minutes

Four steps. Any AI chat.

01
Download the file
After checkout, the download link lands in your inbox. Save the .txt file anywhere on your device.
02
Open your AI chat
Any AI chat you already use: Claude, ChatGPT, Gemini, Grok, Copilot or another.
03
Paste the prompt
Open the .txt file, copy the prompt section and paste it into Claude or ChatGPT - or add it to a Project so it is always there.
04
Start working
Your AI is now configured as a specialist. Ask it anything inside its domain.

No technical knowledge required.

With Library there is nothing to download. Connect your AI once, then ask for any skill by name.

Setup guide → Library · $9/mo →

// faq

Questions about this product

What does the AI Skill for DocuSign do?+

It works as a DocuSign AI assistant inside Claude or ChatGPT. You describe the agreement, the signers and the outcome you want, and it delivers the envelope routing plan, template roles, anchor text, field formulas, Bulk Send CSV layout or API JSON, with numbered click paths through the DocuSign web app.

Does it operate DocuSign for me?+

No. The skill does not log in, send, void or sign envelopes in DocuSign. It prepares the recipient plan, field configuration, template design and code so you can execute in DocuSign quickly and correctly.

Can it help with DocuSign templates and anchor text?+

Yes. It designs template roles, generates anchor strings like /sig1/ for AutoPlace field placement, maps fields to each role and explains how to share and lock the DocuSign template so senders cannot edit fields.

Does it cover the DocuSign eSignature API and webhooks?+

Yes. It writes envelopeDefinition JSON with documents, signers and anchor-based tabs, recommends JWT or Authorization Code OAuth for your case and outlines a DocuSign Connect webhook setup. Code is marked as untested and should be tried in the demo environment first.