DocuMocu White-Label Client Workspace Setup (Onboarding)

DocuMocu White-Label Client Workspace Setup (Onboarding)

1. 01

   Confirm the client's proposal volume and e-signature requirement before committing to the Lifetime Unlimited plan

   DocuMocu has no monthly paid tier: the Free plan caps at 2 Active Documents and the paid plan is a single $399 one-time payment. Agencies onboarding a client who sends fewer than roughly two proposals per month should stay on Free until volume justifies the $399 outlay.

2. 02

   Create the client workspace and apply their logo, brand colors, and custom domain in the white-label settings

   White-labeling and custom domain are features of the Lifetime Unlimited plan only. If the client is still on Free, the DocuMocu branding stays visible on every document the client's own customers receive.

3. 03

   Set the custom email domain so proposal notifications and signature requests send from the client's address, not a DocuMocu address

   Custom email domain is bundled with the Lifetime Unlimited white-label configuration. Verify the DNS records resolve before sending a live proposal, otherwise signature request emails land in spam and the audit trail shows no open event.

4. 04

   Build the first reusable proposal template in the drag-and-drop editor using the client's core service offerings

   Templates are available on both Free and Lifetime Unlimited. Keep the template count low at onboarding (two is enough for most creative agencies) so the client's team actually reuses them instead of drafting from scratch.

5. 05

   Populate the product catalog and attach an interactive pricing table with optional upsell line items to the template

   The interactive pricing table lets the client's prospect toggle options before signing. Map each catalog entry to a price so the signed document and the quoted figure match exactly, which matters when the proposal becomes the contract.

6. 06

   Configure the e-signature flow and confirm the jurisdiction settings match the client's contracting region

   DocuMocu supports EU eIDAS and US ESIGN/UETA. A UK or EU client signing under eIDAS needs the correct framework selected before the first document goes out, because the audit trail is what the agency points to if a signature is later disputed.

7. 07

   Wire the client's existing stack through Zapier, Pabbly Connect, Kitchen.co, Calendly, or Loom, then run one test proposal end to end

   Send the test to an internal address, open it, spend time on a page, and sign it. Confirm the analytics panel records the open, the page-level time, and the signer location, and that the instant email notification fires. Only then hand the workspace to the client.