Connect DocuSign and OPTIS Product Options to automate your work
MESA's DocuSign to OPTIS Product Options integration is the fastest way to sync data between the two — without touching a line of code. Choose which fields to send, how they're formatted, and when the sync happens. Start with a pre-built template, customize it with AI, or build something completely unique in under 10 minutes.
★★★★★ 4.9 rating on Shopify App Store
Why integrate DocuSign with OPTIS Product Options
The DocuSign to OPTIS Product Options integration helps you sync data, automate manual tasks, and keep your stack aligned — without writing code.
Trigger Shopify workflows when a contract is signed in DocuSign
When a DocuSign envelope is completed — a wholesale agreement, a B2B contract, a vendor terms acceptance — MESA kicks off the corresponding action in Shopify. Your store operations start the moment a signature is in place without anyone manually bridging the two systems.
Create and send DocuSign envelopes from Shopify order events
When a qualifying order comes in — a wholesale account, a high-value B2B purchase, a custom agreement — MESA generates the right DocuSign envelope and routes it to the customer or vendor for signature. Your contract process starts automatically from the moment an order is placed.
Keep Shopify customer records current when DocuSign status changes
When a DocuSign envelope is sent, viewed, signed, or declined, MESA updates the corresponding Shopify customer record with the current status. Your team always knows where each agreement stands without checking DocuSign separately.
Keep production in sync with cart edits
When a customer revises their options on the cart page, MESA updates the corresponding order note or production record before it reaches your team. No orders move forward with outdated specs.
Route uploaded files to the right production team
When a customer uploads a PSD, PDF, or image file, MESA reads the file type and sends the order to the correct workflow — print prep, digital production, or manual review. Every file reaches the right hands.
Apply B2B and locale rules to option orders
OPTIS works natively with Shopify B2B and multi-language storefronts. MESA uses the customer's account type and storefront language to apply the correct pricing, fulfillment, and approval rules automatically.
Build any DocuSign and OPTIS Product Options automation
MESA helps you connect apps to automate repetitive tasks. A trigger is an event that starts a workflow, and actions are the steps that occur when it's running.
Expert support included
MESA includes hands-on support from automation experts who know how to get things done.
Free workflow setup
We'll build your first workflow with you live. Most merchants walk away with automation saving 5+ hours/week.
Fast response times
Average first response: Same day. Critical issues: Immediate escalation. Complex builds: 24-48 hours.
Managed services available
Personalized workflow reviews, and quarterly check-ins to identify new opportunities as your business grows.
Real humans, always
Chat with real automation experts (not bots). Email support 9am-5pm PST. Google Meet sessions for complex workflows.
Integrate DocuSign with OPTIS Product Options today.
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