This topic contains the following sections: 

Overview

The DocuSign for Apttus adapter enables customers to electronically sign any type of document associated with Apttus quotes or contracts. By integrating Apttus 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. The integration can be used for both Apttus Proposals and Apttus Agreements.

Logging into Apttus DocuSign for Apttus

An Apttus provisioned DocuSign account is necessary to send for eSignature using the connector. A DocuSign admin needs to be logged in first; for more information on DocuSign Admin Setup, refer to DocuSign Admin Setup. If you do not have an Apttus provisioned account, your admin may turn on Auto Provisioning in the DocuSign System Properties. This setting will let you provision an account using the connector.

Log in to your Salesforce org to access DocuSign for Apttus connector. 
 

Note

Do not use Back button on the browser when using the DocuSign for Apttus connector.


To log into DocuSign for Apttus connector

  1. Go to http://www.salesforce.com.
    Or
    If your organization is using a sandbox or test environment to access Apttus CPQ (for example, if you are doing user acceptance testing), go to http://test.salesforce.com instead.
  2. In the toolbar at the top of the page, click Login. The login page opens.



  3. Enter your User Name and Password, and click Log in to Salesforce.
    You have successfully logged into DocuSign for Apttus connector. 

Proposals and Agreements

The DocuSign for Apttus connector works with both Apttus Proposals (CPQ) and Apttus Agreements (CLM). The connector works in the same way for both of the Apttus products and as a result, this guide will be generic in order to allow users of both products to use it.