DocuSign integration with Salesforce without install the DocuSign from AppExchange

Forum|Forum|2 years ago
June 2, 2024
1 reply
296 views

Hi Team,

We have a scenario that the customer don’t want to install the DocuSign managed package in salesforce application but they want to use the DocuSign by using API integration only.

Is it possible? if yes please suggest the documentation.

Let us know if you need any more details on this.

Thank you !

Best answer by Michael.Rave

@Krishnak

Yes, this is possible, but the effort is much higher than with the managed package from Docusign. It is a bit like re-inventing the wheel, but possible if you want to dig into our APIs and build something custom and integrate it like any other system.

The APEX SDK is also included in the managed package from the AppExchange.

You can leverage the Docusign eSignature API, which is documented here:
https://developers.docusign.com/docs/esign-rest-api/

Michael.Rave

Answer

Docusign Employee

@Krishnak

Yes, this is possible, but the effort is much higher than with the managed package from Docusign. It is a bit like re-inventing the wheel, but possible if you want to dig into our APIs and build something custom and integrate it like any other system.

The APEX SDK is also included in the managed package from the AppExchange.

You can leverage the Docusign eSignature API, which is documented here:
https://developers.docusign.com/docs/esign-rest-api/

"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.

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