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Question

How to Generate and store the recipient signing URL on the Contact record

  • February 23, 2026
  • 1 reply
  • 10 views
A
Newcomer
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We currently use a DocuSign button on the Salesforce Contact record to manually send DocuSign envelopes, and that process works correctly.

We are now automating this workflow so Salesforce will:

  • Automatically create a DocuSign envelope using a DocuSign Template
  • Generate and store the recipient signing URL on the Contact record
  • Sync that URL to Account Engagement (Pardot)

  • Use the signing link inside Account Engagement emails


    However, we are unable to generate the signing URL programmatically, and we need assistance identifying the correct configuration or method to create the Recipient View (signing link) via Salesforce automation.

1 reply

I
Docusign Employee
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Hi ​@apanchal,
 

If the signer is an internal, authenticated Salesforce user, you can use the Apex Toolkit which is included in the Docusign Apps Launcher (DAL) package

Method:

dfsle.SigningService.getEmbeddedSigningUrl(envelopeId, returnUrl)

Reference: https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/signingservice.html

If the signer is external, you should make an HTTP POST request directly to the Docusign REST API.

Endpoint: 

POST /restapi/v2.1/accounts/{accountId}/envelopes/{envelopeId}/views/recipient

Reference: https://developers.docusign.com/docs/esign-rest-api/reference/envelopes/envelopeviews/createrecipient/

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