Integrate DocuSign with Salesforce Contracts

You can send documents generated from objects such as a contract, quote, order, opportunity, or any standard or custom objects for e-signature.

You can send one or more documents at a time. 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. DocuSign integration requires an active DocuSign account.

Note Note: The system admin must assign either the Salesforce Contracts or DocGen permission set licenses to the user to send documents for e-signature. Non-Salesforce Contracts users must be assigned a DocGen license.

• Workflow to Setup E-Signature for Contract Object, or

• Workflow to Setup E-Signature for Standard and Custom Objects