Article Overview
This article provides a detailed, step-by-step process on how to set up a DocuSign agreement/contract template, upload your own agreement PDF, and customize each field within that agreement.
Required: DocuSign Business Pro Plan.
Tip: While we have a connection available to support DocuSign, we also offer a Digital Contract Signing experience built within SalesRabbit. Contact SalesRabbit Support to apply Digital Contracts to your account.
Part 1: Setting Up DocuSign
This part will demonstrate how to set up a DocuSign agreement/contract template, upload your own agreement PDF, and customize field within that agreement.
- Login to DocuSign.
- After signing into DocuSign, you will be brought to the "Home" page.
- To create a new template, click on "Templates" -> click "New" -> then "Create Template".
- Give the new Template a title such as "Test".
- You may also add an optional description.
- Upload the PDF of your agreement or contract.
- Ad Recipients or "Roles". In most cases, no more than two recipients will be made; either Rep, Customer, or both. This is ultimately up to you.
- Click "Next".
- Note: typically, only one role is needed however, if the Rep also needs to sign then a second role of "Rep" will need to be created.
- 1 Recipient Example:
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- 2 Recipients Example:
- Add fields to the template with one Recipient.
- Note: there are some differences when adding fields to a template with 1 Recipient or 2 Recipients. When adding a field to the template, you can differentiate which recipient it applies to by clicking on the recipient dropdown box in the top left of the screen.
- Apart from the example above, here is a screenshot with descriptions about different field options below.
- Required Fields: this will require that the field be filled out in order to submit the form.
- Formatting: you can choose the different font, font size, color, tc.
- Data Labels: this is the label you will use when setting up your DocuSign into SalesRabbit Connectors.
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Validation: this is where you can require certain fields to be input in a certain format.
- Note: the field for phone number would have to be input as ###-###-#### or else it won't submit properly.
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Once your template is set to your liking, click "Save".
- To learn more about customizing fields in DocuSign, follow this link.
- Click on "Templates" -> select the template you want to use through SalesRabbit.
- On that template's page, select "More" -> "Create PowerForm".
- Then click "Create".
- It will then allow you to "Copy URL". This URL will be used to connect the form through SalesRabbit.
- Now that you are done creating your custom agreement, click HERE to learn how to connect your PowerForm to the SalesRabbit Web Connectors.