While we have a Connection available to support DocuSign, we also offer a Digital Contract signing experience built within SalesRabbit. Contact (801) 418-9009 to apply Digital Contracts to your account.
REQUIRED: DocuSign Business Pro Plan
Setting Up Docusign:
This article will give you 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.
1. Log in to DocuSign
2. After signing onto DocuSign you will be brought to the Home page. To start the Template creation process, click on Templates at the top of the page. Next, click "New" and then "Create Template."
3. Give the new Template a title such as "Test". You may also add an optional description. Upload the PDF of your agreement or contract.
4. Add 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
2 Recipients example
5. Add fields to the template with one Recipient.
Note: There are some differences in 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 drop-down box in the top left of the screen.
Apart from the above example, here is a screenshot with descriptions about different field options below.
A. Required Fields: This will require that the field be filled out in order to submit the form.
B. Formatting: You can choose the different font, font size, color, etc.
C. Data Labels: This is the label you will use when setting up your DocuSign into SalesRabbit Connectors
D. Validation: This is where you can require certain fields to be input in a certain format (eg. The field for phone number would have to be input as ###-###-#### or else it won't submit properly).
Once your template is set to your liking, click "Save."
*(To learn more about customizing fields in DocuSign follow this link.)
6. Click on Templates. Select the template you want to use through SalesRabbit. On the page for that template select More>Create PowerForm. Then, click on "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.