DocuSign自动化流程

Question

Can we automate the complete process of DocuSign with a single click. Now we need to automate the process where we click a button and an email goes to the end customer for signing the document.

Can this be automated through the api's or through a trigger/class created in the Salesforce.

Another alternative which we need is to have the DocuSign link to be available in a portal where the customer can click and will be redirected DocuSign portal for e-signing.

Answer 1

we need to automate the process where we click a button and an email goes to the end customer for signing the document

You can use the DocuSign CreateEnvelope Api for this purpose. You can use this Quickstart guide to start building your applications using the DocuSign API.

Also take a look at the API recipe to Request signature via e-mail .

Can this be automated through the api's or through a trigger/class created in the Salesforce.

Take a look at DocuSign for Salesforce integration .

https://www.docusign.com/solutions/salesforce