DocuSign Approval Then Signature

Overview

This flow chains an internal terms approval before any contract goes out for external signature on DocuSign. When a contract request is created in Dataverse, the flow pauses for an internal reviewer (Approvals). Only on approval does it generate and send the DocuSign envelope to the external signer. Every outcome - approved-and-sent or rejected - is written to a Dataverse Contract Audit Entry table with a unique correlation id, giving a complete, governed audit trail.

Why it matters: sending unreviewed contracts is a legal and financial risk. Gating signature behind a recorded internal approval enforces governance and produces an auditable record of who approved what, when, and which envelope it produced.

Ships Off (demo).

Use Case

A finance or legal team requires internal sign-off on contract terms before a contract is dispatched for external signature. The contract request originates as a Dataverse row (from a Power App, a portal, or another flow). The flow enforces the review gate and records the full approval + signature trail automatically.

Flow Architecture

Environment Variables

Connectors & Connections

Connector	API name	Actions used
DocuSign	shared_docusign	CreateEnvelopeFromTemplateNoRecipients
Approvals	shared_approvals	StartAndWaitForAnApproval
Microsoft Dataverse	shared_commondataserviceforapps	SubscribeWebhookTrigger CreateRecord

Note — All connections are referenced as solution connection references; the flow is portable between environments as long as a connection is mapped at import time.

Customization Guide

Almost every realistic variant of this flow can be implemented by changing environment variable values. A few cases require small edits inside the flow definition — those are called out explicitly below.

Tiered approval by value

Replace the single approver with a Switch/Condition on the contract value that routes to different approvers, or use a JSON amount-to-approver map env var.

Redline loop

On rejection, set the Contract Request status back to a Needs Edits value and notify the requester instead of only logging.

Counter-sign

Add a second DocuSign template / recipient for an internal signer after the external signature completes.

Status tracking

Add a DocuSign SearchListEnvelopes poll or CreateHookEnvelopeV3 trigger in a companion flow to update the audit record's Signature Status to Completed.

Key Expressions

The flow is intentionally light on Power Fx / WDL gymnastics — the heaviest expressions are the branch-name concatenation and the approval outcome check. They are listed below in the order they appear in the flow.

guid()

equals(outputs('Start_Internal_Terms_Approval')?['body/outcome'], 'Approve')

first(outputs('Start_Internal_Terms_Approval')?['body/responses'])?['comments']

outputs('Send_DocuSign_Envelope')?['body/envelopeId']