DocuSign Services enables customers to electronically sign any type of document associated with quotes or contracts. By integrating with DocuSign, customers can streamline the Quote-to-Cash process, improve responsiveness, and eliminate errors. The adapter allows users to obtain electronic signatures for documents associated with quotes or contracts and automatically update the status - all inside Salesforce.
When it's time to obtain final approvals for a quote or contract, this adapter provides a streamlined point-and-click way for users to send attachments for electronic signature. Within the quote or contract, the Send for eSignature feature allows users to dramatically shorten approval cycles by quickly compiling the necessary documents, selecting the right contacts from their Salesforce instance and easily sending personalized emails. As documents are routed, this adapter ensures that documents adhere to the appropriate workflows. When legal documents are approved via DocuSign, the signature status is automatically updated inside Salesforce, and final signed documents are automatically attached to the quote or contract. With this adapter, you have a fully secure, auditable and trackable view of who has approved your documents for quotes or contracts.
This adapter is part of the Quote-to-Cash suite, which provides comprehensive capabilities for Conga CPQ, Conga CLM and Revenue Management. Conga solutions are built on the Salesforce platform, which means that all pricing, contracts, products, and deals are managed in the world's most scalable, robust and secure cloud platform - all inside Salesforce.
DocuSign Services allows an administrator to perform the following administrative tasks:
- Configure DocuSign Tags
- Configure Templates
- Add Custom Fields to your envelope
- Configure Reminders and Expiration
- Configure One-Click Send
DocuSign Services allows a user to perform the following tasks:
- Use DocuSign adapter with Conga Contract Lifecycle Management
- Use DocuSign adapter with Conga Configuration & Pricing
- Finalize your document in DocuSign
- Send documents for eSignature
- Add or delete attachments
- Add or delete Recipients
- Add or delete additional details
- Configure custom email subject
- Configure custom email message
- Configure email notifications and reminders
- Send documents for eSignature with Single click
- Check eSignature status
- Recall eSignature request
- Edit eSignature Request
- View signed documents
This guide describes the following tasks:
Administrator Tasks | User Tasks |
|---|
- Installing DocuSign
- Configuring Templates
- Configuring tags in DocuSign
- Adding custom fields to envelope
- Configuring signer groups
| - eSignature Workflow
- Sending documents for eSignatures
- Checking eSignature status
- Recalling an eSignature request
- Viewing Signed documents
|
Before using DocuSign Services, you must be familiar with the following:
- Basic Salesforce administration
- Salesforce and Conga terms and definitions
- Conga CLM administration
If you are new to DocuSign Services, Overview.
Key Terminology
It is important to understand how terms are used when working with DocuSign Services.
| Term | Definition |
|---|
Envelope | A container to send one or more documents for signature using the DocuSign system. Envelopes can contain multiple documents and can be sent to several recipients. |
One Click Send | Enables users to send an envelope for eSignature without needing to go through the various eSignature screens. Users can directly send documents to default recipients or Primary Contacts with a single click without configuring additional attachments or recipients. |
Reminders and Expiration | Enables the administrator to set the default validity and frequency of an eSignature request. |
Tags | Locations in a document where the recipient needs to take action and provide information for the recipient. |
For more information about terms used with Conga products, see Conga Product Glossary.