we have integrated docusign with our cpq. Users can now create contracts which are trasnferred into docusign and are working fine.
We would like to allow possibility of in person signing - how can we do that ?
we are aware of two options
- create duplicates of contracts, with in person signing role and then user will have to use those
- ignore built in docusign plugin and use the docusign links with prefilled info created by salesforce button
is there any better way on how to achieve this ?
3 answers
Hello,
There's a couple ways that you could accomplish this with DocuSign for Salesforce.
Option A:
First, create two templates in DocuSign containing the same form, but with different signing roles. (One for In-Person signing, and one that supports "Needs to Sign"). Next, create two custom buttons in salesforce on whatever object that you're sending from. This would then involve customizing the parameters within each custom button to include the related templates ID. That way when the button is clicked the system will automatically load up the related template from the shared templates list in DocuSign.
Option B:
Still create two templates in DocuSign. (One for In-Person signing, and one that supports "Needs to Sign")
Next, add a picklist to the object in Salesforce for the user to select the appropriate signing method. Then add one custom button for sending with DocuSign. From there, the javascript could be customized within the custom button to include both template ID's (In Person Signing and Needs to Sign), and conditionally insert the appropriate template in the envelope based on the picklist selection that the user selects before sending.
