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Author's profile photo Yogananda Muthaiah

Integration with DocuSign(E Signature) – End paperless

Dear All,

SAP CPQ – DocuSign Integration

DocuSign integration enables you to send a quote to customer, so they can e-sign the document and send back to sales representative. This shortens the time needed for the entire process to be completed and allows sales representatives to close their deals faster.

The instructions below explain how to integrate a demo tenant with DocuSign. Please note that DocuSign recommends that you do not add files larger than 25MB to an envelope.

Why its essential ?

DocuSign eSignature aggregates all of your uploaded files into a PDF for a secure signing experience. You can add files in any of our many supported file formats, such as Word documents

DocuSign brings them all together into a single, tamper-sealed PDF. You can view the document image directly in the application, or you can download the PDF file for viewing, sharing, and printing.

When you download or print a PDF from DocuSign eSignature, it presents the current state of your document. In process documents bear an “In Process” watermark, and you can see any information or signatures from signers who have already finished signing. Only completed envelopes show the signing information for all recipients.


SAP CPQ > Setup >  Providers > Providers > Docusign >  General Settings.

⚙️ DocuSign provider settings

Integration Username Username registered in Docusign Portal
Integration Password Password set in Docusign Portal
REST API Logon URL Address https://demo.docusign.net/restapi/v2/login_information
Default Email Subject
Default Email Body
Default Email Subject for Countersigners
Default Email Body for Countersigners
Enable DocuSign Integration TRUE

Let’s generate the Quote Document with DocuSign Esignature

Create a Quote, add the products and Click Generate Document for E-sign

Choose the template for the document

Click on Add Signer (enter Manually) or from dropdown (Values will be shown from Customer Info tab)

Email will be sent to customer for reviewing the Quote Document for ESignature

Drag & Drop the fields inside the documents and Click Finish

 

 

SAP CPQ Docusign Documentation :

 

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