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How can I set up a Salesforce → DocuSign workflow

  • December 8, 2025
  • 3 replies
  • 113 views
A
Newcomer
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I have DocuSign eSignature integrated with Salesforce, and I’m trying to build a workflow for NDAs. The desired flow is:

 

  1. A sales rep triggers the NDA from Salesforce.

  2. The NDA (as a Word document) is first sent to our in-house lawyer for review and redlining.

  3. After edits, the lawyer sends the redlined version to the client for their redlining.

  4. 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? 

3 replies

Alexandre.Augusto
Docusign Employee
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Hello, ​@amitwebai 

 

Welcome to the Docusign Community.

 

To start, take a look in this video: 

 

All the best,

Alexandre

Your feedback is very appreciated! You can give a Like and mark this answer as the "Best Answer" for your issue. DocuSign University http://dsucustomers.docusign.com
    A
    Newcomer
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    • amitwebaiNewcomer
    • Author
    • Newcomer
    • December 11, 2025

    Thank you Alexandre. I will check it out! 

    M
    Community Moderator
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    • Ma.CubioCommunity Moderator
    • Community Moderator
    • December 22, 2025

    Hello ​@amitwebai 

    How are you? I'm checking in to see if you still need help. If yes, please reply here with more context, or confirm if the issue has been resolved. 

    If you have any problems, we're happy to help you with them here. Wishing you a smooth rest of your day!

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

     

    Sincerely,

    Ma. Cassandra | Docusign Community Moderator

    If this helped, feel free to like 👍 and click "Best Answer."

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