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Brenda Frambes 10 Docusign custom button for in person signing emailed to Opportunity owner to host signing
Hi all, I'm working with a client who is implementing Docusign in Salesforce. They would like to be able to have a contract administrator - user in Salesforce with Docusign license, send a docusign merged document to the Sales person and then have the Sales person be able to Host the signing. Is this possible? I can not come up with a solution on my own. The button will be on the Opportunity. The document should be emailed to the Opportunity Owner and then have the ability to have a signer 1 and signer 2 as well as the signing host/Sales person.
I found this link:
https://support.docusign.com/guides/dfs-admin-guide-in-person-signing-custom-buttons
but really cannot figure out how to customize it further to meet my requirements. Thank you in advance.
I found this link:
https://support.docusign.com/guides/dfs-admin-guide-in-person-signing-custom-buttons
but really cannot figure out how to customize it further to meet my requirements. Thank you in advance.
Unfortunately, there is no simple answer to your question. Solution design for your requirement involves many pieces like system analysis, envelope creation, button/URL creation, access etc. You need an expert to take a look at it for few hours. Another idea is to contact docusign if your company has support contract with Docusign, they will be able to help out. From what I gather from your problem description, it seems like it is doable.
All Answers
Unfortunately, there is no simple answer to your question. Solution design for your requirement involves many pieces like system analysis, envelope creation, button/URL creation, access etc. You need an expert to take a look at it for few hours. Another idea is to contact docusign if your company has support contract with Docusign, they will be able to help out. From what I gather from your problem description, it seems like it is doable.