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DocuSign eSignature Integration

OVERVIEW

Streamline sales processes using integration with DocuSign eSignature. Until version 2014 R2, integration with eSignature vendors required that documents to be signed be sent through an intermediary, such as a sales force automation (SFA) system.

This native integration, with eSignature vendor DocuSign, eliminates the pass-through step, facilitates the interaction between both applications, and always provides the most up-to-date output from the CPQ Cloud interface.

Features include:

ADMINISTRATION

Setting up DocuSign integration requires the following tasks:

  1. Setting up an endpoint integration with DocuSign through the Integration Center
  2. Creating an eSignature attribute set and adding it to the Commerce layout
  3. Generating eSignature access tokens for CPQ Cloud sales users
  4. Adding signer tags to the necessary Document Designer templates

ClosedStep 1: Enabling DocuSign eSignature Integration

  1. Click Admin to go to the Admin Home Page.
  2. Click Integration Platform under Integration Platform.

    The Integration Platform Integration Center page appears.

    The active, selected integration is indicated by a blue bar, , on the sidebar.

  3. Click New Integration, , to add a new integration.

    The New Integration button will only be enabled if there are no existing eSignature endpoints.

  4. Enter the DocuSign Endpoint URL and Connect Certificate.

      The DocuSign Connect Certificate must be uploaded to the Integration Platform page to ensure the integrity of signed documents of Web Services.
  5. The integration Type field will auto-populate to eSignature.
  6. Click Save, , to save and activate the integration.
  7. Click Edit, , to edit an existing integration.

      When editing an existing integration, only the certificate can be updated .

ClosedStep 2: Creating the eSignature Attribute Set, Action Set, and Layout Element

  1. Click Admin to go to the Admin Home Page.
  2. Click Process Definition under Commerce and Documents.

    The Processes page appears.

  3. For your Commerce Process, ensure Documents is selected in the Navigation column and click List.

    The Document List page appears.

  4. For the Quote document, ensure Attributes is selected in the Navigation column and click List.

    The Attribute List page appears.

  5. Click Add.

    The Attribute Editor dialog box appears.

  6. Enter the Label and Variable Name.
  7. Select eSignature Set from the Attribute Type drop-down.

  8. Click Add.

    The following Attributes are automatically created:

ClosedAutomatically-created eSignature Set Attributes

A new Action set, called eSignature Action Set is automatically created.

To view the Action Set:

  1. Click Admin to go to the Admin Home Page.
  2. Click Process Definition under Commerce and Documents.

    The Processes page appears.

  1. For your Commerce Process, ensure Documents is selected in the Navigation column and click List.

    The Document List page appears.

  1. For the Quote document, ensure Actions is selected in the Navigation column and click List.

    The Action List page appears.

This set includes the following actions:

ClosedAutomatically-created eSignature Action Set

  1. Add a new Layout Element to the Document Layout.

ClosedeSignature Grid Layout Element


ClosedHidden Document Attachment Attributes

ClosedStep 3: Obtaining the DocuSign Authentication Token

  1. Click My Profile to navigate to your My Profile page.
  2. Click Partner Info.
  3. Click eSignature in the left-hand column.
  4. Enter your DocuSign Login and Password.
  5. Click Generate Token.
      This links your DocuSign account to your Oracle CPQ Cloud account. You must have an existing DocuSign account to enable this.

A token can be removed when desired.

A FullAccess user with permission to modify users can also modify users' eSignature credentials through each user's User Administration page.


ClosedStep 4: Adding Signer Tags to a Document

Signer tags must be added to templates, in either Document Designer or Document Engine, to tell DocuSign where electronic signatures must be placed within the output documents.

Signer tags, placed within Text Elements in Document Designer, are created using the syntax \s[#] where [#] is the number of the signer, which is determined by the order of the recipients of the document. For example:

Unless hidden, signer tags will be visible to readers in the output document. Signer tags can be hidden by setting the tag’s font size to 2 pt and its text color to No color or to the background color. The screen shots below show how signer tags are hidden in Document Designer.

 

eSignature signer tags before being hidden

 

Hidden eSignature signer tags

To add a signature tag:

  1. Click Admin to go to the Admin Home Page.
  2. Click Document Designer (or Documents, for the Document Engine) under Commerce and Documents.
  3. Open an existing document, or create a new one.
  4. Select a location in the document for signature tags.

    In Document Designer, you may need to add a Text Element first.

  5. Create a signature tag by typing \s1, where "1" is the number of the signer.

    When a signature is requested, DocuSign interprets \s1 as the location where signer #1 must sign.


ClosedRequesting Signatures for a Document

  1. Navigate to the desired Quote.

  2. Click Browse to select a document to upload for signature.
  3. Click Edit Recipients to select the recipients of the document.

    The Select Recipients dialog box appears.

  4. Type the Recipient's Name and Email into the fields.

    The first Recipient's signature will take the place of the \s1 signature tag, the second Recipient's signature will take the place of the \s2 signature tage, and so on.

    If you need to sign the document, add yourself as a Recipient in the appropriate place in order.

  5. Click the add icon, , to add a recipient or click the remove icon,, to remove a recipient.
  6. Click Done to temporarily store the recipients with the Quote until a Modify action is performed, or click Cancel to cancel all changes made to the recipients list.
  7. Click Request Signature to send a document to recipients for signature.

    Documents that haven't been sent will have a Request Signature button.

     

    • If the request is successful, the status will change to Pending.
    • The signer will receive an email from DocuSign requesting a signature.
      The sender must have a DocuSign account to send an eSignature document to recipients.

ClosedTrack the status of the document.

  1. Click Details, , to open the DocuSign application and view the extended status details.

All documents that have been sent out for signature will have this button.

  1. If desired, cancel an existing eSignature request by clicking Cancel , . The status will be updated to Canceled.

    A signature request must be sent again, if a signature is desired later.

      The eSignature File Attachment attributes function like standard File Attachment attributes.
      A signed document replaces the saved document in the eSignature File Attachment attribute.

      Access to the recipients Attributes can be controlled by the admin.

ClosedUsing eSignature on Mobile Devices


NOTES

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