Product Information
SAP Cloud for Customer – Docusign with BTP
DocuSign’s easy-to-use digital transaction platform lets users send, sign and manage legally binding documents securely in the cloud.
DocuSign is the fast, reliable way to electronically sign documents and agreements on practically any device from almost anywhere in the world. Whether you’re signing a school permission slip or a contract for your kitchen remodel, using DocuSign is so easy, you’ll never go back to paper.
Business Use Case
Used DocuSign across the sales organization to send customers order forms, contracts, NDAs, etc. It addressed the need to have valid digital signatures applied to a variety of legal documents. Also used DocuSign for internal employee documents such as stock option grants, onboarding documentation, quarterly bonus documentation, etc
- Sales contracts
- Vendor/supplier agreements
- New customer forms
- Change orders
- Customer approvals
- Employee onboarding
- Intellectual property licensing & other legal agreements
- Non-disclosure agreements
Key Capabilities and Business Benefits
- Speed Things Up ⚡ With eSignatures and digital documents turnaround times are faster than ever
- Increase Productivity 🔥
- Better Employee Experience 👍
- Improve Compliance ✅
- Increase Security 🔐
- Reduce Operational Expenses 💵
Prerequisites:
- SAP Cloud for Customer
- SAP SCP
- SAP BTP Cockpit
- Cloud Identity Services
SAP BTP Cockpit
SAP Business Technology Environment & Services
The DocuSign CX Integration requires some services that you need to provide within your Global BTP Account
| Service Plan | Runtime | Environment |
| SAP HANA Cloud | hana-td | Cloud Foundry |
| SAP HANA Schemas & HDI Containers | hdi-shared | Cloud Foundry |
| Destination | lite | Cloud Foundry |
| Connectivity | lite | Cloud Foundry |
| Authorization & Trust Management | application | Cloud Foundry |
| Authorization & Trust Management | apiaccess | Cloud Foundry |
Shared Services
The DocuSign CX Integration requires some services that you need to provide within your Global BTP Account. We suggest to set them up in a separate sub account
- SAP HANA Cloud
- Cloud Identity Services (alternatively any other corporate identity provider will work)
DocuSign CX Integration
BTP Pre requisites
- Create subaccount
- Enable Cloud Foundry environment
- Create Space
- Add Quotas to Subaccounts
- Go to your global account -> Entitlements -> Entity Assignments
- Configure Entitlements à Add Service Plans
- Cloud Foundry Runtime
- SAP HANA Schemas & HDI Containers
- SAP HANA Service
- Share Database with Space
- Create mapping: choose the org and space you want to share the database with
- Add Service Instance: Go to your Sub Account -> Services -> Instances
POSTMAN
- Allow your SAP Sales Cloud Domain to embed the login page in an iframe via POSTMAN
C4C
- SAP Sales Cloud Single Sign-On
- OAuth 0 Client
- Configure OAuth Identity Provider in SAP Cloud for Customer
- Configure the OAuth Client for OData Access
- Prepare DocuSign Account Integration using MTA extension
- Deploy DocuSign Integration (i.e Deploy MTA & Deploy mtaext)
- SAP BTP Trust Configuration
- DocuSign Integration
- Maintain Redirect URIs
- DocuSign Admin UI
- Create Mashup
C4C Flow
- Login to C4C
- Create Mashup for SalesQuote(administration-> Mashup Authoring)
3.Goto Sales Quote –> Add above mashup and Click on New Envelope
4.Goto attachments tab – > Please add document that to be signed
5.Please click on create button
6..Click on send
7.Login to Gmail
8 click on Review Document
9 click on finish
10. Different status from docusign ,that are received back from DocuSign
11.Goto Attachments tab to see the certificates file had attached
Conclusion: We had Integrated the C4C with DocuSign BTP
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Looks like a marketing material to me. With 0 details.
What is "DocuSign CX Integration"? How can we get it or where do we find the source code? What is the purpose of HANA Cloud here?
Great introduction to DocuSign and overview of the CX Integration (aka SAP Signature Management by DocuSign 3.0, add-on for C/4HANA solutions). Thanks for posting it!
Mike Yang are you the one who implemented this application for the BTP or at least were involved? In the comments they say you provided them versions newer then 1.0.0.
How is it possible to get in touch with you?
Thanks for this interesting post. I was able to deploy the app and get it almost running - there is an OK documentation in the Service Marketplace/sap.help. Perhaps you can answer 2 Questions.
Thanks, Marius
buttons greyed out
Hi Marius,
I also worked with Mike Yang 🙂 to integrate this application in my environment.
Please check the following.
1.Docusign -> Is this set for prod env or demo env
2.make sure the same had set in C4C Admin Config
3.you can check the logs in BTP destination
4.destination
Regards,Prasad
Marius Maier Where did you get this version "1.0.8, provided by Mike Yang" from? For me the version 1.0.0 from the official SAP downloads is also not working, at least after embedding, a lot of functionalities are not working (fetch attachments of quote instead of output, select receiver from the involved parties also not working etc)
via mail, if you need it I can provide it to you for testing purposes
Marius Maier
Hi Marius,
After using mtar version 1.0.8, I am facing exactly the same problem.
Kindly let me know if you were able to get this issue resolved.
Regards,
Nayan
Unfortunately not, got no useful support by SAP/DocuSign. I build a prototype with PDI + SCPI. With the knowledge I have now I would rather pursue this approach.
I have embedded the mashup in the Contract Object, but I am not allowed to add recipients manually. Tried to find a setting "Allow to add recipient manually" for contract envelopes in the Admin Mashup, which is similair to the one for quote envelopes.
But my admin mashup only shows settings for "General Account Settings" and "Envelopes for Sales Quotes". There seem to be no filters set for the settings. How can I activate the settings for Contract Envelopes and other objects?
By the way, how can one get the version 1.0.8 which is mentioned in a comment above? I only have the version 1.0.0 from the SAP downloads.
As per my knowledge this integration exists only quote. DocuSign for Contract is not available as of now
The Admin Mashup Filter offers the possibility to filter for envelope settings regarding contract objects:
But when you filter for it, these settings are not available.
It would be somehow incomplete to offer a Standard Integration with DocuSign which does not support the Contract object.
Where can I get this version 1.0.8 you mentioned? Or how can I contact this Mike Yang who provided this version to you?
Hi Michael Gawlik,
Mike Yang had helped me to configure this docusign .unfortuntely MIke left the docusign comapny
i had deployed 1.0.1 in my system
when i contacted 1 year before docusign was implemented for quote only not for contract.after that i was not in touch with docuisgn
Regards,
Prasad
Hi Prasad,
Thanks for the detailed post.
I am trying to integrate C4C with DocuSign using BTP. However, after the deployment, I am facing the below issues:
1. Unable to add a recipients because "Create" button is greyed out
2. Unable to add any attachments because when "Create" is clicked, unable to see any files that can be added.
Additionally, I have used DocuSign package with MTAR version 1.0.8 for deployment of the above application.
Kindly let me know if any of you have faced a similar issue.
Thanks in advance.
Regards,
Nayan
Hi Sorry for delay response
First we need add the attachment or by Submit button in quote try to add automatically attachment
if any error comes we can see BTP log
Hi Prasad:
Could you share more details about how to download this DocuSign solution package from SAP?
I cannot find this package anywhere.
We are trying to integration DocuSign with SAP C4C.
Thanks
Chao
Hi Chen,
We need to raise incident .
This is done via BTP. its not PDI solution
Regards,
Prasad