How can I set up a Salesforce → DocuSign workflow

Question

I have DocuSign eSignature integrated with Salesforce, and I’m trying to build a workflow for NDAs. The desired flow is:

A sales rep triggers the NDA from Salesforce.
The NDA (as a Word document) is first sent to our in-house lawyer for review and redlining.
After edits, the lawyer sends the redlined version to the client for their redlining.
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?

Alexandre.Augusto · Accepted Answer

Hello, ​@amitwebaiWelcome to the Docusign Community.To start, take a look in this video:All the best,Alexandre

tome · Answer

I’d separate the document negotiation stage from the final signature stage rather than trying to make eSignature handle the entire process. In this case, the NDA needs internal review, client redlining, then a clean final version for signature, with the completed document and status pushed back to Salesforce.For the redlining, I’d keep version control very clear so everyone knows which document is the current working copy. Once the wording is finalized, the signature workflow can be triggered as a separate step. That also makes the Salesforce automation easier to manage because each stage has a clear outcome.The same principle applies to Salesforce call workflows: keeping each decision and action separate makes complicated processes much easier to maintain. I came across Salesforce Call Flow Management recently, and the way it approaches structured routing and workflow decisions is a useful parallel here.

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