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DocuSign

Accept payments with Finix on DocuSign.

DocuSign

DocuSign Overview

DocuSign is the global leader in electronic signature and agreement management. Its Agreement Cloud platform enables organizations to prepare, sign, act on, and manage agreements digitally — spanning contracts, approvals, and payment collection. Finix integrates with DocuSign through the Cybersource payment gateway, enabling merchants to collect payments directly within DocuSign envelopes and reconcile transaction data without leaving their agreement workflow.

Finix Requirements

  • Finix Live Account
  • Active DocuSign account with DocuSign Payments enabled

Integration

Step 1: Sign up for a Finix Account

To create a Finix account, you can follow our step-by-step guide or sign up directly for a live or sandbox account.

We recommend choosing Direct Merchant as your Customer Type.

Step 2: Create a Cybersource Gateway Integration

Cybersource Integration

Finix supports DocuSign via our Cybersource Gateway integration. Please note that there is an additional fee for using our Cybersource integration.

For more information, please reach out to your Finix point of contact.

  1. To create a Cybersource integration, navigate to the Integrations page on your Finix Dashboard.
Cybersource Merchant Integrations
  1. Sign up for Cybersource. You can view detailed instructions in our guide, here.
  2. After accepting the Cybersource invitation email, retrieve the following credentials from the Cybersource Business Center under Payment Configuration → Key Management — you'll need these to configure DocuSign:
Cybersource Key Management

Step 3: Configure the Cybersource Payment Gateway in DocuSign

Before you proceed, ensure you have:

  • Approved Finix Merchant Account
  • Cybersource Gateway Integration linked to your Finix Merchant Account
  • Cybersource credentials from Step 2

In your DocuSign admin:

  1. Navigate to Settings → Payments → Payment Gateways.
  2. Click Add Payment Gateway and select Cybersource.
  3. Enter the following credentials:
    • Account Name — a name for the gateway
    • Merchant ID — your Cybersource account ID
    • Transaction Security Key File — the Simple Order API .p12 file you created and downloaded from the Business Center
    • Effective Password — the password you created when generating the security key
DocuSign Cybersource Gateway Configuration
  1. Save the configuration.
  2. Attach the Cybersource gateway to the envelopes where payment collection is required.

For full details, refer to the DocuSign CyberSource payment gateway guide.

After completing configuration, you can now take payments through Finix via our Cybersource Gateway Integration.

To learn more about our Cybersource Gateway Integration, you can read our guide.

If you need additional assistance contact support@finix.com.

DocuSign Transactions

When you run a transaction on DocuSign, you'll see it:

  • In your DocuSign admin under Reports → Payments.
  • In the Cybersource Business Center.
  • In your Finix Dashboard under Transactions → Payments.

These transactions will be ingested by Finix and added to Settlements. To track transfers between Finix and Cybersource, please refer to our guide, here.