You need to sign in to do that
Don't have an account?
Krishan Murari
Can we drag DocuSign app in salesforce communities?
Can the DocuSign app drag and run in Salesforce Communities, and a community member can self-service to send themselves an envelope for signature?
The DocuSign app can be utilized and linked with Salesforce Communities, yes. Self-service feature is made possible by the ease with which community members may access and use the app to send themselves envelopes for signature.
DocuSign eSignature for Salesforce doesn't officially support Communities' use.
One potential solution for self-service would be to direct the community member to a PowerForm
(general info here: https://stackoverflow.com/questions/73479262/sending-docusign-powerform-from-salesforce-account-object
to have them fill out an envelope.
You can then set up DocuSign Connect to writeback that envelope's info:
https://support.docusign.com/en/articles/How-to-configure-a-PowerForm-to-writeback-to-specific-Salesforce-records
I hope you find the above information is helpful. If it does, please mark as Best Answer to help others too.
Thanks.
Thank You,, Subrat,
Can we use PandaDoc in the community?