After you have generated an agreement document, you can send that document — and any supporting documents — for the agreement record to be signed via DocuSign.
By default, when an agreement record reaches the Status Category of Request, you can Generate your agreement document. This changes the Status Category and Status and enables you to send agreement documents for eSignature. You can now enter a list of recipients for a customer when the customer initiates a signature. You can also add, edit, or remove recipients from the list of default recipients. Once the documents have been signed, they will be attached to the agreement record and the statuses will be updated.