Docusign - 200ok.ai

Introduction

DocuSign seamlessly accelerates sales cycles, boosts close rates, enhances productivity, and cuts down on paper waste—ultimately saving valuable time. Its integration with Salesforce enables swift data retrieval from key objects like Lead, Account, Contact, and Opportunity.

Follow these steps

1. Create & Upload Templates

Launch 200 OK App & initiate template creation
In the template setup, enter name, type, and provider.
In the sample template document, the data for the “Name” and “Closed date” fields will dynamically retrieved from the opportunity record
Click on upload files to upload your template & click on NEXT to trigger an API Callout simultaneously

2.Generate The Document

Go to the Opportunity field and click on the Generate Document button
Choose the template from the custom template field
Click next to merge the selected template with the data and finish the process
Now preview the content by clicking on the attached document
On the last page get your sign field with the merged opportunity name & date

3. Send For Auto-Sign

Click the send or e-sign button to trigger the action
Select the desired document from the dropdown
Specify the document in the “Document Name” field
Input the signer’s name and email
Click next to finish
Now the recipient can proceed with the E-sign process

Create & Upload Templates

Generate Document

Send for Auto-Sign

Create & Upload Templates

Generate Document

Send for Auto-Sign

Follow these steps to Create and Upload templates

Follow these steps to Generate the Document

Follow these steps to Send for Auto-Sign

Why Integrate DocuSign with Salesforce?

Streamline agreements seamlessly with DocuSign and Salesforce integration
Accelerate deals by combining DocuSign’s efficiency with Salesforce automation
Enhance collaboration: DocuSign and Salesforce unite for streamlined document workflows
Boost productivity: Seamless DocuSign integration optimizes Salesforce’s powerful features
Ensure compliance effortlessly with the DocuSign and Salesforce partnership
Close deals faster with the synergy of DocuSign and Salesforce

Connect your desired E-sign app with Salesforce within minutes

Seamlessly integrate your preferred E-sign app with Salesforce in just minutes using 200 OK. Our platform supports connectivity with any E-sign app of your choice, so there is no limit to connect only with DocuSign or any specific signing platform.

Here are our popular other e-sign integration possibilities

Adobe Sign, Zoho Sign, Conga Sign, HelloSign, SignNow, SignEasy