The DocuSign Solution Pack
DocuSign for Salesforce must be installed and configured in your target environment. To install the DocuSign Solution pack into your production environment, click Install the DocuSign Solution Pack. To install DocuSign into a Sandbox, click Install DocuSign into a Sandbox.
DocuSign Contract
The DocuSign Contract solution provides a way to send a simple contract to a single recipient for electronic signature. It merges data from an Opportunity, as well as its related Opportunity Line Items, into a Word® document that is converted to a PDF file upon merging. The contract template includes sample payment terms and terms and conditions that can be easily replaced with language specific to your organization. The default DocuSign recipient is the Opportunity's Primary Contact, but the contract can be sent to anyone.
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Data |
Fields from the Opportunity, Account, Opportunity Line Item, User, Primary Contact, and Organization |
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Template |
Word template converted to PDF output (&DefaultPDF) Word template includes DocuSign automatic anchor tags for the recipient's signature and the date signed |
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Features |
Output file name includes Opportunity Name and
today's date (&OFN) DocuSign recipient is defaulted to Opportunity Primary Contact (&DocuSignR1Id) DocuSign recipient type is set to 'Signer' (&DocuSignR1Type) DocuSign recipient role is set to 'Signer 1' (&DocuSignR1Role) DocuSign recipient routing order is set to '1' (&DocuSignR1RoutingOrder) |
DocuSign Quote
The DocuSign Quote solution provides a way to send a basic quote to a single recipient for electronic signature. It merges data from an Opportunity, as well as its related Opportunity Line Items, into a Word document that is converted to a PDF file upon merging. The default DocuSign recipient is the Opportunity's Primary Contact, but the quote can be sent to anyone.
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Data |
Fields from the Opportunity, Account, Opportunity Line Item, User, Primary Contact, and Organization |
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Template |
Word template converted to PDF output
(&DefaultPDF) Word template includes DocuSign automatic anchor tags for the recipient's signature and the date signed |
|
Features |
Output file name includes Opportunity Name and
today's date (&OFN) DocuSign recipient is defaulted to Opportunity Primary Contact (&DocuSignR1Id) DocuSign recipient type is set to 'Signer' (&DocuSignR1Type) DocuSign recipient role is set to 'Signer 1' (&DocuSignR1Role) DocuSign recipient routing order is set to '1' (&DocuSignR1RoutingOrder) |
