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Docusign Services

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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)Conga CopilotCPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTest AuthorTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneral

Conga Product Documentation

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Docusign Services

Setting Up DocuSign Services

Pre-Installation Requirements

Before you install the DocuSign packages, you must ensure that you have set up your DocuSign account and associate DocuSign user profile for each user you want to have access to the DocuSign functionality within Salesforce.

DocuSign provides both production and development/sandbox environments. You can get a free developer account from the DocuSign Developer Center. For a full production environment, you can contact DocuSign or contact Support who can provide some assistance, if you do not already have a production version of DocuSign. Production and Sandbox accounts are separate and require separate logins.

Note:

Apart from the initial set up of a production or sandbox account, both environments are configured in the same manner.

To set up a sandbox account and link it to Conga User Account

You must have a Conga user account in Salesforce that you can associate with a user account in DocuSign.

  1. Go to the DocuSign Developer Center and create a sandbox account.
    Note:

    You must use the email address of the Conga user whose account you want to link to DocuSign. An email is sent to the email address you enter. You must activate your account.

  2. Ensure Admin Permission Profile is selected for your account in DocuSign.
  3. Create another user associated with a Conga User account under the Admin account.
    Note:

    These additional users must be in the same Salesforce org as the initial user, who was used to create the sandbox account.

You now have users setup in DocuSign that can be associated with different Conga users in the same Org.

Administrator Guide
Salesforce
DocuSign Services

December 20, 2024