Billy now supports DocuSign templates with multiple signers. This means documents that need both a subcontractor signature and an internal countersignature — like a master service agreement (MSA) — can flow through DocuSign automatically, with no manual handoff between signers.
How signer assignment works
Billy handles signer assignment in two ways, depending on how your DocuSign template is configured:
Empty signer fields. If the email address for a signer is left empty in the template, Billy autofills it with the contact assigned to that vendor. This is the existing behavior and continues to work as before for your subcontractor signers.
Named signers in the template. If you specify a signer's contact information directly in the DocuSign template — for example, your CFO or another internal officer — Billy respects that and leaves the template's contact in place. This is how you add additional signers like a countersignatory.
Signing order matters
For multi-signer documents to route correctly, the subcontractor must be set as the first signer in the DocuSign template. Once they sign, DocuSign takes over and routes the envelope to the additional signers in the order configured.
A typical setup for an MSA with required countersignature looks like this:=
Signer 1 — Subcontractor: contact field left empty in the template; Billy fills it automatically.
Signer 2 — Internal officer (e.g., CFO): contact information set directly in the DocuSign template.
End-to-end flow
Here's what a multi-signer document looks like from start to finish:
The subcontractor opens the document from their portal and signs.
On their signature, DocuSign routes the envelope to the next signer in the template.
Once the final signer signs, the completed document is pushed back into Billy and is available for review on the vendor record.
No one needs to manually forward the envelope or chase down the countersigner — DocuSign handles the routing as soon as each signer completes their step.
Frequently asked questions
Can I have more than two signers?
Yes. As long as the subcontractor is the first signer and any additional signers have their contact information specified in the DocuSign template, you can configure as many signers as your workflow needs.
What happens if the subcontractor isn't set as the first signer?
The routing won't work as expected. Billy will fill in the subcontractor's contact for the empty signer slot, but DocuSign will send the envelope to whoever is first in the template's signing order. Always set the subcontractor as Signer 1.
Where do I edit the signing order?
Signing order is configured in your DocuSign template, not in Billy. Set this up in DocuSign before connecting the template to Billy.
Does the completed document come back to Billy automatically?
Yes. Once the final signer signs, the completed envelope is pushed into Billy and the document is available for review on the vendor record.
Need help setting this up?
If you'd like help configuring a multi-signer DocuSign template — or you want us to review your MSA workflow — reach out through the chat in Billy and we'll walk you through it.