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DocuSign Integration With Salesforce Using API


By: Venkata

Introduction:

DocuSign for Salesforce helps us shorten sales cycles, increase close rates, increase productivity, and reduce paper waste, resulting in savings of time. It allows us to quickly pull data from Salesforce objects like Lead, Account, Contact, Opportunity etc. and then either sign documents online, or send them out for signature directly from Salesforce. The signed documents are then returned to Salesforce and attached to the corresponding salesforce records.

Why Choose Docusign?

  • Merge Fields Embed the Power of Salesforce into your Documents 

DocuSign allow us to make use of Salesforce (merge) fields, by simply dragging and dropping data fields into vital documents. This never requires any programming knowledge, which results in reduced operating costs.

  • Accurate & Secure Transactions 

DocuSign provides 100% accurate & secure transactions, reduces employee time spent on handling and tracking documents, and eliminates costs of paper, ink, printing, faxing and mail. The transaction details are tracked in existing systems as well as Salesforce.

  • Collaborate in the Cloud

Users can leverage DocuSign for Salesforce to close deals in the cloud and resend to all signing parties to accept. Changes are tracked throughout the process, so users always know what was changed, when and who signed off.

  • Single Sign On with your Salesforce Password  

It also provides Single Sign On facility; so users can automatically log into DocuSign with their existing Salesforce username and password, and the user is n0t required to remember and manage multiple passwords.

 Steps to create DocuSign Developer Account

Step 1 : Go to the following url to create DocuSign developer account,

https://www.docusign.com/developer-center

Step 2 : Now, click the ‘Get a Free Dev Account’ button. (For trial version)

docusign salesforce integration

Step 3 : Next, fill in all the fields with appropriate information and then click the ‘Get Started’ button.

Note: Specify a valid email address to receive the activation code.

docusign salesforce integration

 

Step 4 : Now, check your email and click the ‘Account Activation’ message.

docusign salesforce integration

 

Step 5 : Next, click the ‘Activate’ button.

docusign salesforce integration

 

Step 6 : Now, enter the password and security question and then click the ‘Activate’ button.

docusign salesforce integration

 

Step 7 : Your DocuSign developer account is created successfully. Finally, remember this username and password.