E-Sign Order Forms with DocuSign

the nue docusign integration is now available as a preview feature this integration connects your nue order forms with docusign so that customers and internal stakeholders can review and sign documents electronically, directly from your nue workflows during the preview functionality focuses on order forms going through docusign admin configuration, template based e signature components, and sending order forms for e signature are supported we may introduce breaking changes and add additional capabilities, including support for other e sign como in the future if you’re interested in joining the preview, please contact your nue representative or customer success manager overview the docusign integration for nue order forms enables your team to generate, send, and track electronically signed order documents directly from nue so deals move from quote to signature without manual handoffs or switching between tools with the integration enabled, your sales and revops teams can design reusable, docusign ready order form templates; send documents for e signature in just a few clicks; automatically route envelopes to the correct internal and external recipients; and deliver a polished, compliant signing experience for customers overall, this integration turns nue into a single, streamlined workspace for quoting and signing, reducing manual steps, shortening sales cycles, and creating a smoother, fully digital contract process for your team and your buyers the docusign integration lets you connect nue to your docusign account using oauth and an integration key add e signature components (signature, initial, date signed, full name) to the order form in the nue template builder generate pdfs with e signature components so docusign can place signature fields automatically in your order forms send order forms for e signature from the quote detail page to both internal approvers and external customers docusign licenses to use nue’s native docusign integration, you’ll need a docusign account that includes api access for example, a docusign api plan or an enterprise esignature plan with api capabilities all envelopes sent from nue are routed through a single api enabled docusign integration user within your docusign account this means you do not need to purchase individual docusign seats for each sales rep additionally, your internal and external signers do not need docusign licenses recipients will simply receive a docusign email request and can complete their signature directly in their browser docusign pricing for api use is primarily based on the number of envelopes you send via the api we recommend selecting an api plan tier that aligns with your expected monthly envelope volume to confirm the correct sku or plan, please consult your docusign representative for more detailed technical information, you can also refer to docusign’s developer documentation configuration this section is for administrators to configure the docusign integration in nue prerequisites before configuring the integration, ensure you have a docusign account with permissions to create apps and manage connect settings create a new app in your docusign account and generate a secret key add the following uri in the app under redirect uris sandbox https //app sandbox nue io/e signature/docusign/callback production https //app sandbox nue io/e signature/docusign/callback enable docusign integration in nue grant permission to manage the integration go to nue system settings → user roles under the integration section, enable the “manage docusign integration” permission for the system administrator role activate the docusign integration in system settings → integrations → docusign integration , populate the docusign integration key and secret key select the production environment click the activate button to enable the integration set up the order form template with e signature components this step lets you place e signature components in your order form templates navigate to the order form list and open the order form template you use to generate your customer facing pdfs in the template builder, add e signature components to the template currently, the following e sign components are supported signature enables the recipient to sign a document initial enables the recipient to initial the document date signed displays the date that the recipient signed the document full name displays the recipient's full name for each e sign component, you can configure the following attributes tag a unique identifier used to associate this component with a specific recipient (e g , “customer”, “internal user”) required indicate whether this field must be completed before the e sign process can be completed description a tooltip describing the field in docusign’s signing ui send for e signature once the order form template is configured with e sign components, on the quote detail page, sales reps can send the order form to external and internal signers by clicking the “send for e signature” button after clicking send for e signature , a guided flow opens step 1 – select a document if the order form pdfs already exist in the quote’s attachments, the system defaults to “select a pdf file from the attachments” and preselects the latest pdf if there are no existing pdfs, nue defaults to “select a template to generate a new pdf file” and chooses the latest published template you can change both the choice and selection as needed step 2 – configure recipients nue automatically generates required recipients based on the signature components configured in the pdf/template for each required recipient, sales reps can select from the account's contacts and salesforce users, or specify the name and email directly they can also add more recipients to receive a copy or as reviewers additionally, sales reps can customize the email subject and message that is sent to the signers sign order form after clicking the 'send' button at step 2 in the guided flow, recipients will receive an email from docusign, and they can sign the order form through docusign's e sign process