DOCUMENTS & STORAGEAvailable now · DocuSign

Signed in DocuSign.On the record in CashFish.

Every completed DocuSign envelope carries data your books need: who signed, for how much, and until when. CashFish reads it the moment the last signature lands, and files it against the client, vendor or deal it belongs to.

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Agencies on contractRetainer businessesFinance and legalRenewal owners

Scale plan · $44/mo billed yearly ($529) · 4-day free trial · Full refund guarantee

01Signed, and then silent

Legal knows the terms.
Finance finds out later.

The signature is a milestone for everyone except the books. The agreement completes, the PDF goes to a folder, and the numbers inside it stay inside it.

THE SIGNATURE

The envelope completes and the news stops there

Northwind Media signs a $24,000 services agreement on the third. The people who need to plan around $24,000 hear about it whenever someone thinks to mention it.

completed · Mar 3

THE TERMS

Net 30 is in the PDF, not in your books

Payment terms, start date, contract value — all of it written down, none of it anywhere a receivables view can reach. So the invoice goes out late, on a guess.

net 30 · unrecorded

THE RENEWAL

It renewed. Nobody decided that.

An auto-renewal clause quietly does its work because the date lived in a signed PDF instead of a calendar. Renegotiation was possible right up until it was not.

auto-renewed · unnoticed

A signed contract is a financial commitment. It should not need a person to remember it exists.

02What an envelope carries

Five things arrive
with the last signature.

DocuSign Connect events tell CashFish the moment an envelope completes. The mapped fields are read against the tabs you defined in your own templates — the templates you already use, unchanged.

One way in. Data moves one way: envelope details flow into CashFish, and CashFish never sends, edits, or voids anything in your DocuSign account.

Completed envelopesthe signed PDF stored beside the client or vendor it belongs to

Contract values & payment termsread from the envelope tabs you map during setup

Start, end & renewal datesterm dates extracted for renewal tracking

Signature statussent, completed, voided or declined — via DocuSign Connect events

Signer identity & timestampswho signed and when, kept with the contract record

Void and decline events are listened for too, so a dead agreement drops out of your committed-value totals and you are notified in CashFish rather than finding out from a total that quietly changed.

03The contract, and the date that matters

The signature is the easy part.
The renewal date is the one that costs you.

Three completed envelopes, and what each one leaves behind in the books. Values and term dates come from the tabs you mapped once; the signed PDF stays attached to the record.

Northwind Media — services agreementEnvelope completed Mar 3

Counterparty — Northwind Media
Value — $24,000 · Net 30
Renewal — Mar 2027

Contract record on the client

Cedar Health — retainerEnvelope completed Jan 18

Counterparty — Cedar Health
Value — $3,500/mo
Renewal — monthly, automatic

Recurring revenue on the account

Bright & Bloom — project SOWEnvelope completed Feb 9

Counterparty — Bright & Bloom
Value — $11,200
Ends — Aug 9, no renewal

Deal record, fixed term

CashFish reads the envelope. It never edits, moves or voids the original — the agreement in DocuSign is untouched, and the signed PDF sits one click behind the record.

04What changes

Committed value stops being
something legal knows and finance guesses.

Three things that are different a month after connecting DocuSign — with the numbers each one actually produces.

Contract terms live beside the client

Each completed envelope becomes a contract record — value, term dates, payment terms — attached to the client, vendor, or deal it belongs to.

Northwind Media — services agreementSigned Mar 3 · renews Mar 2027 · Net 30$24,000

Cedar Health — retainerSigned Jan 18 · renews monthly$3,500/mo

Bright & Bloom — project SOWSigned Feb 9 · ends Aug 9$11,200

Renewals stop arriving as surprises

Contract intelligence on the Scale plan reads renewal terms from the signed document and raises an alert while there's still time to renegotiate.

Northwind — renews in 30 daysCedar Health — auto-renews Jun 1Bright & Bloom — fixed term, no renewal

Committed value you can see

Signed contract values build into a picture finance can plan around, and they feed your revenue forecast as estimates grounded in real agreements.

Signed contract value on record ($k), by quarter

05Three steps to connected

Connect it once.
Then stop thinking about it.

Three steps, one of them done once per template.

Connect your DocuSign account

Authorize through DocuSign's OAuth flow with envelope read access. Connect events tell CashFish the moment an envelope completes.

Map your envelope tabs

Match the labeled fields in your templates — contract value, net terms, client name — to CashFish contract fields. You do this once per template, including custom templates you already use.

Run a test envelope

Complete one in DocuSign's sandbox, check the contract record CashFish builds, then switch on live envelopes.

DocuSign OAuth — envelope read access + Connect events

DocuSign Business Pro and above, because those tiers include the DocuSign Connect webhook system that delivers signing events in real time. Standard and Personal plans do not include Connect. Data is protected with 256-bit encryption under SOC 2 Type II, ISO 27001 and GDPR, and every connection can be reviewed or disconnected from the Connection Health panel in settings.

06Connects well with

Documents rarely
arrive from one place.

airSlate SignNow

Completion webhooks bring contract amounts across within about a minute.

Google Drive

Aim CashFish at a Drive folder and the backlog is worked through file by file.

Salesforce

Client and deal records sitting beside the documents that prove them.

Gmail

Receipts, invoices and statements read straight out of the inbox, every five minutes.

Duplicate detection runs across every source, so the same invoice appearing in a mailbox and a shared folder is recorded once. Accounting sync with QuickBooks and Xero is a one-way import into CashFish — your accounting file stays the ledger and is never written to. Shopify is in private beta and available by request only.

07The plan for this

Storing is Starter.
Renewal alerts are Scale.

Signed documents store from any plan and contract term extraction starts on Growth. Renewal alerts and the full contract intelligence view — the part of this page that stops an auto-renewal happening to you — are part of Scale, along with profitability by client and advanced forecasting.

Signed documents store from any plan and contract term extraction starts on Growth, but renewal alerts and the full contract intelligence view are part of Scale.

$44/mo billed yearly ($529) · or $59/mo monthly

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Every signed envelope, on the record. Connect DocuSign and give finance the same visibility legal already has — values, dates, and renewal terms included.

08Straight answers

What people ask
before they connect DocuSign.

DocuSign Business Pro and above, because those plans include the DocuSign Connect webhook system that delivers signing events to CashFish in real time. Standard and Personal plans don't include Connect.