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Question

How can I set up a Salesforce → DocuSign workflow

  • December 8, 2025
  • 2 replies
  • 73 views

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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? 

2 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


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  • Author
  • Newcomer
  • December 11, 2025

Thank you Alexandre. I will check it out!