Configure DocuSign for PDF documents

Quote operations specialists can configure PDF documents to work with Docusign to enable customers to sign PDF documents electronically.

Role required: quote_operations_specialist

Link quote PDF documents to Docusign

Sales operation specialists can link quote PDF documents to Docusign so that signers can sign documents electronically. The following links explain how to link PDF documents to Docusign:

• Docusign eSignature Spoke
• Set up Docusign eSignature spoke using authorization code grant
• Set up Docusign eSignature spoke using JWT grant
• Create child aliases for additional Docusign accounts
• Set up a bi-directional webhook for the Docusign eSignature spoke
• Synchronize Docusign with ServiceNow
• Activate catalog items
• Change the Docusign API version
• How to automate signing requests using templates
• How to automate signing requests using templates
• How to separate Docusign account data