Using DocuSign Integration x SolarNexus

SolarNexus can integrate with your DocuSign account to help you easily acquire e-signatures from your customers for proposals, contracts, or any other documents you generate using Document Templates.  This can streamline your workflow and accelerate your sales process.

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PRE-REQUISITE - To use SolarNexus integration with DocuSign, you must have a currently valid paid account with DocuSign. You register for, and manage your DocuSign account through DocuSign's web application. This is separate from SolarNexus. You can use any paid DocuSign plan with the SolarNexus integration to send documents, but in order to view your sent documents in the DocuSign portal, you must have the Business plan or above.

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Here are the steps for implementing and using DocuSign integration with SolarNexus:

1. Enable DocuSign integration

Go to Administration >Integrations. Click on DocuSign in the left panel. Click the checkbox to enable DocuSign. You can optionally designate a specific user in your account as the signer for all documents. You can also choose which users in your account are enabled to use the DocuSign integration. Input your DocuSign account credentials.

2. Prepare a Document Template containing DocuSign variables

that has variables inserted for the customer's signature and/or initials within the document.  When editing a document template, position the cursor right where you want the signature or initials to be placed.  Within the Customer Info section of the Available Variables, click on the esig_signature1 or esig_initials1 variables to insert the codes for DocuSign to prompt for a signature or initials for the first signer, or esig_signature2 or esig_initials2 variables for the second signer (optional).  If you want, you can also click on esig_user_signature or esig_user_initials to insert the codes for the logged-in user's signature (e.g. your salesperson or CFO).

For example, here we can see a set of DocuSign variables entered for both customer and company signatures:

Here's what this will look like when it has been signed using DocuSign:

See the Document Templates section for more information about editing document templates.

3. Ensure that you have entered an e-mail address for the primary contact for a project.  SolarNexus will automatically send the signature request to the primary contact's e-mail.

4. In the Docs tab of the project, generate a PDF of a document that contains the signature codes.  Click on the pen icon, and you will see the following dialog:
 

If you have only one Contact on your project, that contact will already be selected as Signer 1.  If not, you will see pull-down menus that allow you to select which contact is Signer 1, and (optionally) which is Signer 2.

You can also select one or two people to receive copies about the status of a signature request.   Use the pull-downs to select either a Contact on the project or a user in your SolarNexus account to receive updates.

Finally, you can specify who will sign for your company. The user specified as the default company signer on the Project Settings screen will be pre-populated. Optionally, you may select a different user who has been enabled through the same administration. Note that the signing sequence will be: Signer 1, Signer 2, and then Company Signer.

When you click "Send", SolarNexus will prompt you to enter your login credentials for your DocuSign account. Once entered, you may not be prompted again for these until required by DocuSign again. SolarNexus submits the generated PDF, with embedded signature and/or initials codes, to DocuSign for signature processing. Your customer will receive a normal DocuSign request via Email to sign the document.

5. Once it has been submitted, you can login to your DocuSign account to check on the status of the document.