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Hi all,

 

For a client who is using Salesforce we are looking at DocuSign. But they have some specific requirements and we are wondering if this is able with DocuSign.

 

They want to start the process with DocGen. So, with the push off a button in Salesforce a template should be generated and stored in Sharepoint. Then they want to adjust the template in Sharepoint with Word. When the document is ready they want it to be sent to the right persons for singing. This process should be fully automated with a push of a button. So when they push on a button in Salesforce it will sent the document for singing directly from Sharepoint, so no screens will open where they have to verify the signees or they have to add the signing box. This will all be done automatically. The signees will be internal users and external.

 

Is this possible with DocuSign and if yes how?  
 

Hello @MaxSF ,

Welcome to the Docusign Community and thank you for posting your concerns!

What you are trying to accomplish can be possible, however, I recommend you get in touch with your Account Team to seek assistance from our Professional Services Team as what you are trying to do is quite sophisticated and complex. If you do not have an Account Team and are on a paid plan, please create a customer support case: https://support.docusign.com/en/contactSupport 

Let us know if you need further assistance with this.


Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

Hello ​@MaxSF ,

If you found my response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.


Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

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