DocuSign Integration With Salesforce Using DocuSign eSignature For Salesforce Package

Author: Mohanraj D

DocuSign is a cloud-based e-signature platform that allows users to generate the document template, and send and sign it electronically. This e-signature platform helps Salesforce users to send contract-related documents easily over email and can get consent without any manual intervention. This blog helps users to install DocuSign-managed packages from AppExchange and its configuration with the demo.

Managed Package Installation (Subscription: FREE) 

1. Login to AppExchange and install DocuSign eSignature for Salesforce.
2. It can also be installed using the package id: 04t3u000003GgCXAA0.

3. In the next step, CSP trusted site approval will be requested. Provide access for the same.
4. Then the installation will start. This process may take a couple of minutes.

Configuration

Connect DocuSign to Salesforce

This section will briefly discuss establishing a connection between Salesforce and DocuSign.

Prerequisite: Users need to have a DocuSign developer account in order to establish a connection between DocuSign and Salesforce. Users can create DocuSign developer accounts using this link.

1. Open DocuSign App Launcher from the Salesforce app launcher.
2. Go to the DocuSign Setup tab.

3. Click Log in to DocuSign and enter DocuSign user credentials.
4. In the next step, select the DocuSign account and click Next.

5. In the final step, click Allow Access to complete the authorization process.

DocuSign Template Creation 

Templates are created to simplify sending documents for the e-signature process. We can create templates once and re-use it multiple times. This saves time and makes the process very easy and error-free as well.

The steps to create templates are as follows:

1. Navigate to the DocuSign Envelope Templates tab, and click new.
2. In the Create Template prompt, provide the template name and select the template entity (Salesforce Standard / Custom Object) & Click Next.

3. Under the Add Documents section, we can upload customized documents or configure it to automatically attach documents from Salesforce records. (For demo purposes, a sample document named ‘opportunity agreement.pdf’ has been added here.) When attaching documents from Salesforce records, we also have the option to filter the documents based on their names.

4. Recipient selection – In this step, we can configure the recipients, to whom we need to send the document.

Recipients configuration has the following options to select:

• Lookup fields (of the selected object at step 1)
• Related lists (of selected objects at step 1)
• Users/Contacts from Salesforce
• Sender
• By Role (recipients can be hardcoded here/can use placeholder so that it can be filed in a later part while sending the document)
• Signing group (signing group can be configured in DocuSign account)

For demo purposes, I have hard-coded the recipient.

5. In this section, we can maintain the signing order if the document requires multiple signatures. Additionally, we can customize the email subject and body here.

6. In the next step, we have the option to create merge fields. The merge fields can be created and used to pre-populate dynamic values in the document.

As shown in the image above, we can select the Object and its related object fields as merge fields and use them later in the document. We also have the option to make these fields read-only or editable in the documents.

7. The next step is to place the signature component and merge fields into the document. Here, we can drag and drop the fields from the left-side menu bar, as shown in the image below:

In this section, we can add merge fields, standard fields like Signature & related components, and custom fields to the document.

8. In the next step, we can configure sending and writeback options. The options available in this section are:

• Reminder configuration
• Document Expiration setup
• Sending experience (Default, Quick Send, Place fields, Send now)
• Document write-back (to store completed documents under records)
• Field updates (to update the record fields based on the document status)

9. This is the final step. Here, we can configure the button to be added to the page layout. Once the button is created, we can drag and drop it onto the record page layout from the object setup. Clicking this button will trigger the document-sending process according to the aforementioned configuration.

Document Sending Process 

In this demo, the option to send the document using the default sending experience is enabled (refer to step 8 – sending experience).

1. When clicking the ‘Send Document’ button on the Opportunity record page layout, the document sending wizard will open.

2. Documents can be selected here. We can also upload new documents in addition to the ones used in template creation.

3. After selecting the document, recipients, reminders, and expiration options can be configured.
4. In the next step, we can preview the documents and initiate the document-sending process by clicking the ‘Preview and Send’ button.