How to Send Documents for E-Signature from Wrike
Make e-signature a native step in your Wrike workflow. Map signers from custom fields, trigger TurboSign on a status change, and track the signed document back to the task.
Quick Answer
To send a document for e-signature from Wrike, add custom fields for signer details, attach the document to the task, and move the task to a "Send for Signature" status. TurboSign pulls the latest attachment, maps the signers from your custom fields, and sends it for legally binding e-signature. The signed document and audit trail are tracked back to the task.
From custom fields
One status change
Timestamps & IP
The Signature Workflow
E-Signature Without Leaving Wrike
Getting a contract or proposal signed is often the slowest part of closing a deal or kicking off a project. Teams that run their work in Wrike usually leave the tool, open a separate signing app, re-enter signer details, and lose the thread. TurboSign removes that friction by making e-signature a native step in the Wrike workflow.
It pairs naturally with Wrike document automation: generate a proposal or SOW from task data, then route it for signature in the same workflow. For teams sending contracts at volume, our bulk signature sending guide covers sending to many recipients at once, and the e-signature API exposes the same signing capabilities programmatically.
How to Send for Signature from Wrike (Step by Step)
Add signer custom fields in Wrike
Seller and customer details
Create custom fields on your Wrike task for signer information: seller name, seller email, customer name, and customer email. These fields tell TurboSign who needs to sign and where to send each request. Both seller and customer recipients are supported.
Attach the document to the task
Upload it or generate it automatically
Attach the document you want signed to the Wrike task. You can upload it directly, or generate it automatically from task data with TurboDocx so the whole flow from creation to signature stays inside Wrike.
Move the task to a signature status
One status change starts the workflow
Change the task to a "Send for Signature" custom status. TurboDocx picks up the most recent attachment on the task, maps the signer details from your custom fields, and sends the document through TurboSign. No context switching and no separate signing tool.
Track the signed document
Legally binding, with a full audit trail
Every party receives a signing request by email. When signing is complete, the signed document and a full audit trail with timestamps and IP addresses are tracked back to the Wrike task.
Generate, Then Sign, In One Workflow
A project manager finishes scoping a project in Wrike, moves the task to "Generate SOW," and a statement of work is created and attached within minutes. They review it, then move the task to "Send for Signature," and the SOW is routed to the client. What used to take days of back and forth now happens in two status changes.
- Map signer names and emails from Wrike custom fields
- Supports both seller and customer signature recipients
- Documents pulled from Wrike task attachments automatically
- Full audit trail with timestamps and IP addresses
- Signed documents tracked back inside Wrike
Frequently Asked Questions
How do I send a document for e-signature from Wrike?
Add custom fields to your Wrike task for signer details, then move the task to a "Send for Signature" status. TurboSign picks up the latest document attachment, maps the signers from those custom fields, and sends the document for legally binding e-signature. The signed document and audit trail are tracked back to the Wrike task.
Where do the signer names and emails come from?
Signer details are mapped from Wrike custom fields such as seller name, seller email, customer name, and customer email. Both seller and customer recipients are supported, so a document can route to every party in the correct order.
Is a signature sent from Wrike legally binding?
Yes. Every signature sent through TurboSign is legally binding with a full audit trail, including timestamps and IP addresses. The completed document and its audit trail are tracked back to the originating Wrike task.
Can I generate a document and send it for signature in one Wrike workflow?
Yes. Move a task to "Generate SOW" to create the document from task data, then move it to "Send for Signature" to route it through TurboSign. Generation and signing happen as two status changes in the workflow your team already uses.
Keep Exploring
Related guides on Wrike document generation and e-signatures
Send for Signature From Wrike
Book a demo to see how TurboSign turns a Wrike status change into a signed, tracked document.