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For this week’s tip, we will focus on a common question we get from many of our new Docusign Partners using our technology to develop applications/integrations:

What is the difference between the Docusign Partner Portal and Docusign Accounts?

Here are the basics to understand the differences:

  • The Docusign Partner Portal is where our Partners find information about our programs and manage their partnership with Docusign. The Partner Portal offers materials and aids for sales, marketing, enablement, and support for contracted partners. Every Docusign Partner must have a dedicated “program administrator” who will manage the portal users for their company; this program administrator is the key contact that receives our monthly partner program updates
  • For partners developing with Docusign, they will work with Docusign Accounts with two flavors:

And here is the catch: these accounts are NOT inter-related, as they serve different purposes!!

So, when should you use each of these accounts?

  • Use the Partner Portal to enter and manage sales information, get marketing assets, and request support for your program questions
  • Use the Docusign Developer account to create your integration/solution
  • Use a Docusign Production account to “go-live” with your integration 

BONUS: 

Let us know if this was helpful!

Cristina

 

 

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