DocuSign Integration

Follow this article to get the DocuSign integration up and running for your team!

Setup

Step 1: Get your DocuSign API information

1. Create a Developer DocuSign account.
2. Log in to your DocuSign developer account
3. On the left menu of the DocuSign Admin section, click API and Keys in the INTEGRATIONS section
   
4. You will find your Integrator Key in the My Integrator Keys section
   

Step 2: Add your DocuSign API information to Enquire

1. Click Admin on the left menu of Enquire
   
2. Click Plug-ins on the left menu
   
3. Navigate to the DocuSign plug-in and click the blue +Add button
   
4. Click Settings
   
5. A Plugin Settings window will appear, enter your Integrator Key into the API Key field, your DocuSign Username and Password (the username and password you use to sign in to DocuSign), and your DocuSign End Point.
6. Click Save changes

Usage

Our DocuSign integration will allow you to fill out documents using fields from Enquire as well as place designated signature areas for individuals to sign.

Requirements

• You have an active DocuSign account
• You have set up the DocuSign integration following the Setup steps above.
• Your DocuSign template is in a .doc or .docx Microsoft Word format
• The individual you are sending a DocuSign document to has a valid email address

Creating a DocuSign Template

DocuSign templates will function very similar to our Template Merging, but with the added ability to insert a {{Signature}} place holder where you would like individuals to sign.

1. Create a new Template using our Template Merging article or modify an existing template
2. In your new or existing template, add the {{Signature}} tag where you would like someone to sign
   

Using your DocuSign Template

1. Navigate to the individual that needs to sign a document
2. In the upper right of the profile, click the blue + Add button, click DocuSign Document and from the fly out menu, choose the valid email address you would like to send to.

   The individual must have a valid email address for the DocuSign option to show.

   
3. On the Templates - DocuSign page, click the grey Send DocuSign button to the right of the template you would like to send.
   
4. This will send an email to the chosen email address
   
5. The individual will then click the Review Document button and complete the DocuSign process.
6. Once the individual has finished signing the document, an activity with the type of Contract Signed will be created in EnquireLEADS.
   

DocuSign FAQs