DocuSign
Send SpotDraft contracts for approvals and eSigning via DocuSign for a seamless contracting experience
🛠️ Integrating SpotDraft with DocuSign
Send SpotDraft contracts for approvals and eSigning via DocuSign for a seamless contracting experience.
📄 Index:
🚀 Introduction
Unlock the potential of eSigning with the SpotDraft-DocuSign integration. From auto-populated templates to real-time sync, experience streamlined contract management.
- Get template contracts eSigned via DocuSign: Easily send any SpotDraft template contract for eSignature via DocuSign. Recipients and signature fields are auto-populated, triggering an email for signature collection.
- Use DocuSign for Third Party and Sign Contract workflows: Effortlessly prepare third-party contracts uploaded on SpotDraft for signing and send them via DocuSign. Enjoy a seamless process with all details auto-populated.
Features
- Real-time Sync: The SpotDraft Activity Log tracks all actions on DocuSign envelopes, ensuring real-time updates and maximum visibility.
- Approver and Signing Orders: Set the signing order and approvers on SpotDraft, with fields auto-assigned on the DocuSign envelope.
- Contract Type Specific eSigning Methods: Customize the eSigning tool for different contract types, choosing between DocuSign and SpotDraft based on your needs.
- Auto-Update of Signed Contracts: Once signed in DocuSign, contracts are automatically updated in SpotDraft, keeping it as your single source of truth.
📝 Prerequisites
Before installing the DocuSign integration:
⚙️ Installation & Configuration
1 - Login to your SpotDraft workspace and navigate to Settings → Integrations.
2 - Open the E-Signature section and select DocuSign
.
3 - Open the Setup section and click Connect.
DocuSign Installation
Follow the Setup wizard to:
4. Authenticate your DocuSign account.
4.1 - Click New authentication.
4.2 - Set the authentication name then click the Create button.
4.3 - Follow DocuSign’s Login screens entering the account details defined in the prerequisites.
4.4 - Click Allow Access.
Note. Tray.io is used by SpotDraft for this integration.
Note. A ‘success message’ will appear on SpotDraft confirming authentication between SpotDraft & DocuSign is complete
4.5 - Click Finish.
5. After finalizing the wizard by clicking Finish, you will be directed back to the Google Drive Integration page. A confirmation message stating Installed Successfully will appear.
5.1 - To complete the process, simply click the Connect button.
Set DocuSign as the default eSigning service
6 - Login to your SpotDraft workspace and navigate to Manage → Contract Types.
6.1 - Select a Contract Type e.g. CPQ
6.2 - Select Signatories from the top menu.
6.3 - Click on the Entity.
6.4 - Click Edit to change the Default eSignature Service.
6.5 - Select DocuSign from the dropdown
6.6 - Click Save.
Note. Repeat the steps for each Contract Type.
✅ Verification
1 - Create a test Contract whose Contract Type is set to one using DocuSign as its default.
2 - Progress the Contract to the Awaiting Signature stage and click Prepare For Signature.
Note. By adding a contract to SpotDraft using the ‘Send for Signature’ option, the contract will be in the stage ‘Awaiting Signature’.
3 - Ensure the eSignature Service is ‘DocuSign’.
4 - Click Add Recipient.
5 - Add the recipient for the Creator Party. Click Save And Add Another to enter the Counterparty.
6 - Click Save And Close
7 - Set the Signing order if required by turning on the feature and dragging and dropping each signer in the correct order.
8 - Click Assign Fields.
9 - Select the Signatory e.g. Creator Party and assign the fields by dragging and dropping them onto the document. Change the Signatory to the Counterparty and repeat.
10 - Click Review & Send
11 - Perform a final check and when ready, click Send For Signing.
12 - The signing process is underway and the signers will be emailed by DocuSign.
💬 FAQs
Is SpotDraft’s 'Express Templates' feature compatible with DocuSign integration?
No, the 'Express Templates' feature is exclusively supported with SpotDraft’s eSigning service.
Can I use different eSign services like Adobe Sign, Dropbox Sign, and DocuSign with SpotDraft?
Yes, SpotDraft supports integration with major eSign services including Adobe Sign, Dropbox Sign, and DocuSign. You have the flexibility to switch between these services to meet your eSigning needs. However, it's important to note that only one eSign service can be active at any time. To switch services, you need to update the integration settings within SpotDraft. Note. When you enable a new eSign integration (e.g., switching from Dropbox Sign to DocuSign), the previously active service (in this case, Dropbox Sign) will be automatically disabled. This ensures that your eSigning process remains streamlined and consistent within the platform, using the most recently activated eSign service.
Can I track the status of documents sent for eSignature in real time?
Yes, the SpotDraft Activity Log enables you to track the status of documents sent for eSignature in real-time, providing visibility into every action performed on the DocuSign envelope.
🏁 Conclusion
With the SpotDraft-DocuSign integration, you are set to experience a transformative approach to contract management. This integration not only streamlines the eSigning process but also brings a new level of efficiency and accuracy to your contracting workflows. You can now enjoy the convenience of automated template filling, real-time contract status updates, and a centralized system for all your contractual needs.
👋 Remember, should you encounter any challenges or require further assistance, our team is always ready to support you. We're committed to ensuring your continued success with this powerful integration.
📚 Additional Resources
- Engaging Your Customer Success Manager for Maximum Value: Discover how to leverage your CSM's expertise to get the most out of your SpotDraft subscription.
- Explore Our Other eSignature Services: Adobe Sign & Dropbox Sign.
- DocuSign's Help Center: For detailed guidance and support on using DocuSign, visit their comprehensive Help Center.