Back to Docusign.com
Is it possible to embed a document into a salesforce lightning page (or any web page), so when clients visit that page they can easily sign the document without getting it into the email?
- Legacy User
Best answer by Community Expert
I would suggest looking into DocuSign Powerforms, which are basically online Templates. Upon creating a Powerform you can copy a URL and then add that to a web page or have a button redirect to the URL. I have not seen it done inside Salesforce but definitely on a web page. Here is the DocuSign video where it is best to start....https://support.docusign.com/en/videos/Create-PowerForm
- Docusign Employee
I would suggest looking into DocuSign Powerforms, which are basically online Templates. Upon creating a Powerform you can copy a URL and then add that to a web page or have a button redirect to the URL. I have not seen it done inside Salesforce but definitely on a web page. Here is the DocuSign video where it is best to start....https://support.docusign.com/en/videos/Create-PowerForm
Reply
Most helpful members this week
Sign up
Already have an account? Login
You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.
Customer Login/Registration Developer Login/RegistrationJoin the Docusign Community by logging in with your Docusign developer or customer account credentials.
Don’t have an account? You can create a free one when registering.
Note: Partner-specific logins are not available yet. Partners should log in as either a customer or developer
Docusign Community
You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.
Customer Login/Registration Developer Login/RegistrationEnter your E-mail address. We'll send you an e-mail with instructions to reset your password.