Getting Started

DottedSign API is a comprehensive eSignature solution, offering a secure, efficient, and seamless approach to integrating the signing workflow into your applications. This includes integration with third-party platforms such as Salesforce, Slack, Google Drive, HubSpot, and Pipedrive.

DottedSign API provides a range of intuitive endpoints that simplify the initiation of eSignature tasks, the management of signing processes, the sharing of templates, and the downloading of documents. It also offers robust group management features, enabling effortless administration of document workflows, corporate seals, and document archiving within an organization. Integrating DottedSign API not only enhances your application’s functionality, but also ensures a reliable, streamlined, and sophisticated digital signature experience for your users.

Create an Account

To begin, developers need to create a DottedSign account. This account enables you to create your own application, through which you can utilize DottedSign API for integration with your system. To create an account, please visit the registration page in our Member Center.

Create an Application

After creating an account, the next step is to log in and create an application in DottedSign Developer Portal. In DottedSign, an application represents a single integration use case. Each application contains a variety of settings that must be configured based on your specific application scenario.

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NameDescription
Application NameThe name of your application.
Token Expiration Time(s)The duration for which the access token remains valid. Once the token expires, you will need to prompt your user to re-authenticate or refresh the token directly through your application.
Redirect URLA list of all authorized redirect URLs to which your users can be directed after authorizing your application to use their account on their behalf. This is applicable only for Authorization Code Flow.
ScopesThe specific APIs that your application is permitted to use. It is typically necessary to limit these to prevent misuse. Please refer to API Scopes section for more details.
Webhook URLThe URL where your application will receive webhooks from DottedSign. It is used for real-time updates about various events, such as task completions or status changes, enabling responsive and dynamic application behavior. Please refer to Webhooks section for more details.

Develop Your Integration

Once your application is created and configured, you are all set to commence the development of your integration. We recommend taking some time to explore API Reference and Quick Start Scenarios. These will help you familiarize yourself with the supported features and use cases, paving the way for a smooth and successful integration with DottedSign API.

Launch Your Integration

Once the development and testing phase is complete, the next step is transitioning your integration to a live environment.