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
    docusign_api_key.png
  4. You will find your Integrator Key in the My Integrator Keys section
    docusign_api_key_actual.png

Step 2: Add your DocuSign API information to Enquire

  1. Click Admin on the left menu of Enquire
    Admin_Button.png
  2. Click Plug-ins on the left menu
    Plug-ins.png
  3. Navigate to the DocuSign plug-in and click the blue +Add button
    docusign-add-button.png
  4. Click Settings
    docusign-settings-button.png
  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.Docusign-plug-in-settings.png
  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
    signature_tag_docusign.png

💡 Tip: The DocuSign signature tag takes up a bit more space when introduced inline with your document. We recommend adding some additional space around inline signature tags.

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.

    DocuSign_Flyout.PNG
  3. On the Templates - DocuSign page, click the grey Send DocuSign button to the right of the template you would like to send.
    send_docusign_document.png
  4. This will send an email to the chosen email address
    DocuSign_email.png
  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.
    contract_signed_activity.png

DocuSign FAQs


Why don't I see the DocuSign Document option?
Make sure that the you have followed the setup steps correctly and that the individual you are trying to send a DocuSign document to has a valid email address. If you still aren't seeing the DocuSign option, please send us an email support@enquiresolutions.com.
The individual signed the DocuSign document, but the activity wasn't created?
Once an individual has signed the DocuSign document, it can take a short amount of time before the activity is created within Enquire CRM. If you aren't seeing the activity created after an hour, please send us an email support@enquiresolutions.com.
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