Visual Editor
Build documents visually with drag-and-drop fields and precise positioning.
Document campaign automation platform
Build document campaigns your team can run every week.
Design templates with a visual editor, map CSV recipient data, run preflight checks, and deliver with DocuSign or personalized email.
A better way to build documents
Build templates visually with a layout-first workflow. Every field lands exactly where you want it, and your team can refine templates together before launch.
- Drag-and-drop field placement
- Snap to guides for perfect alignment
- Multi-page document support
- Comment threads with teammate mentions
Guides enabled
Snapping active
Everything you need to automate documents
Guides & Snapping
Align fields perfectly using vertical and horizontal guides. Move one line, update everything.
AI Field Detection
Automatically detect likely fields from your PDF to speed up template setup.
CSV Automation
Import recipient data from CSV and launch repeatable document campaigns.
Multi-channel Delivery
Deliver through DocuSign for signatures or email for personalized document outreach.
Preview with Data
Preview documents with real data before sending — no surprises.
Built for repeatable campaigns
DocuSend combines a layout-first template editor with campaign controls your team can run every week: upload recipient data, validate mappings, launch confidently, and monitor outcomes in one place.
01
Map and validate recipient data
Import CSV data, connect fields, and run preflight checks before you send.
02
Deliver through DocuSign or email
Support signature workflows in DocuSign and personalized email deliveries from the same campaign.
03
Track every recipient result
Review sent, completed, and failed statuses with delivery-level detail.
From template to delivery in five steps
- 1
Upload your PDF
- 2
Add or auto-detect fields
- 3
Import and map CSV data
- 4
Run campaign preflight
- 5
Deliver and monitor results
Workflow overview
Illustrative product views based on the real DocuSend template, campaign, and results workflow.
Editor
Design templates visually with drag-and-drop and snapping.
Campaign Wizard
Configure recipient data, map fields, and preflight before launching a campaign.
Results Table
Track sent, completed, and failed deliveries with per-recipient visibility.
Launch your next campaign with confidence
Build templates, validate recipient data, and deliver through DocuSign or email from one workflow.