I have DocuSign eSignature integrated with Salesforce, and I’m trying to build a workflow for NDAs. The desired flow is:
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A sales rep triggers the NDA from Salesforce.
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The NDA (as a Word document) is first sent to our in-house lawyer for review and redlining.
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After edits, the lawyer sends the redlined version to the client for their redlining.
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Once all redlines are resolved, the finalized NDA should be routed for signature and automatically saved back to the Salesforce record.
Is there a recommended setup within DocuSign + Salesforce that supports this kind of internal-editing → client-redlining → final-signature workflow? And should this be done via document markup inside DocuSign, or external Word redlining and then re-uploading versions?
We have Docusign E-Signature licenses. Not sure if I need another license for negotiate or CLM?
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