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Configure E-Signature
System admin must integrate DocuSign with Salesforce Contracts for users to be able to email a copy of the document to sign at the recipient's convenience.
- Workflow to Setup E-Signature for Contract Object
Integrate DocuSign with Salesforce Contracts for users to be able to email a copy of the document to sign at the recipient’s convenience. DocuSign integration requires an active DocuSign account. - Workflow to Setup E-Signature for Standard and Custom Objects
Send documents generated from a quote, order, opportunity, or other standard and custom objects for e-signature by using e-signature APIs. DocuSign integration and an active DocuSign account are required. - Schedule a DocuSign Job to Poll for Document Signed Status
Salesforce Contracts provides an Apex class called EnvelopeStatusScheduler that you can schedule to poll DocuSign for statuses of envelopes submitted as part of the e-signature process.

