Save time getting signatures by integrating DocuSign with Acquire. This integration allows your team to send documents for signature right from Acquire in just a few clicks. Access document and signature history, including signed copies, from the conversation timeline and contact profile. Your team can see if a document was viewed, download completed versions, and see which documents a contact was sent.
In this article:
- Connecting DocuSign
- Sending an Envelope
- Downloading a Completed Document
- Viewing Envelope History
Install the app by navigating to the App Store > eSignatures > DocuSign and click 'Install App'. In the pop up window, click the ‘Install’ button. On the following screen, review the app permissions and click ‘Authorize Access’.
You’ll be redirected back to Acquire to complete set up.
In the app settings, enter your DocuSign sandbox or live app details:
- Environment Type
- App Name
- Integration Key
- Secret Key
- Account Name (company name)
In this window, Acquire provides a redirect URL which you’ll need to add to your DocuSign application. Copy the URL and then click ‘Save’.
After saving the app settings, you’ll be redirected back to DocuSign. Log in using your DocuSign credentials to complete the integration.
Your integration is successful when a green tick and the words 'Already Installed' appear next to the DocuSign app icon to Acquire.
Sending an Envelope
Sending Envelopes during a live chat is easy. In the conversation window, click the DocuSign icon in the contact profile. Choose the file you want to send and click ‘Send Envelope’.
This action will appear in the conversation timeline like this:
The visitor will receive an email from DocuSign to review and sign the document. The email will be sent to the address in their Acquire contact profile.
Note: If you do not have the visitor’s email address, you will need to add it to their contact profile before using the DocuSign app.
Downloading a Completed Document
In the Envelope record on the conversation timeline, you can view document activity and download a copy of the certificate. To download a copy, click ‘View Certificate’.
Viewing Envelope History
On a contact profile, click on the DocuSign icon. This will display all of the envelopes a contact was sent in chronological order.