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Set Up and Maintain Your Salesforce Organization
Assign an Approver to Complete a Self-Service Quote with Docusign

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Assign an Approver to Complete a Self-Service Quote with Docusign

If you prepare a purchase but need someone else to sign for it, you can pass the documents to another person to complete the signing process.

Required Editions

Available in: Salesforce Classic and Lightning Experience
Available in: Starter, Professional, Enterprise, Performance, and Unlimited Editions
User Permissions Needed
To use the Your Account app: Manage Billing or the Manage Subscriptions in Your Account: Identity User permission set
  1. Launch the Your Account app.
  2. Add the products and licenses that you want to buy.
  3. Click Order & Sign.
  4. Click Sign Later.
  5. Check your inbox for an email from Docusign. To proceed in Docusign, click the link in the email.
  6. In Docusign, click Other Actions. Then click Assign to Someone Else.
    Assign to Someone Else
  7. Enter the new signer's email address, name, and reason for changing the signing responsibility.
  8. Click ASSIGN TO SOMEONE ELSE.
    Your signer receives an email with a link to complete the signing process in Docusign. When the signer completes the process, you both receive confirmation emails and your purchase is processed. For more information on what to expect and how to assign licenses to users, see Add New Products and Licenses with the Your Account App.
    Note
    Note This process is available only if your payment process isn’t a credit card.
 
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