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Configuring DocuSign

Updated on February 15, 2021

Configure DocuSign to send documents that require a signature directly from Pega Sales Automation at any step of the Opportunity case life cycle. By default, the DocuSign smart shape is located in the Prepare contract step of the Negotiation stage. The step and stage name may vary depending on which application you use. You can use DocuSign as a desktop, iPad, or mobile user.

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Before you begin: Create a DocuSign account and a DocuSign integrator key. For more information, see Integrating DocuSign with Pega Platform.
  1. Enable DocuSign in the User portal.
    For more information, see Enabling application features.
  2. Enter the required information based on the DocuSign account and integrator key.
  3. Click Save.
  4. Optional: To change the default DocuSign smart shape location, in Dev Studio, open the Opportunity case type and edit the location of the DocuSign smart shape.

Using DocuSign

As a sales representative you can request signatures from your prospects and customers by using DocuSign.

  1. In the User portal navigation pane, click Opportunities and open an opportunity which is in the Negotiation stage.
  2. Select the Negotiation stage label and click Prepare contract.
  3. Click Add a contract document.
    Ensure that you have contacts associated with the opportunity. If not, create contacts by clicking +Add on the Contacts tab of this opportunity.
  4. Browse for and select a PDF document.
  5. Click Submit.
  6. Select contacts from the list populated with the contacts associated with this opportunity.
    For the business-to-consumer (B2C) selling model, you can only have one contact assigned to the opportunity. For the business-to-business (B2B) selling model you can have multiple contacts. In case both work and private emails are attached to a contract, the primary email is the work email.
  7. Click Submit.
    Result: The system sends your document or documents to the recipients that you select. The recipients get an email notification about the new document, sign the document using DocuSign, and then the document is automatically sent back to Pega Sales Automation. If you send multiple documents, after recipients sign one document, all other documents are automatically voided.
  8. In the right widgets pane, under Files & documents, review the number and status of your documents.
    You can see at what stage your documents are by looking at the labels next to the documents, for example, Signed, Declined, Voided, and Sent. For more information about the statuses, search the DocuSign documentation for REST API: Envelopes.
    After signing, you receive the following documents:
    <document name>_CertificateOfCompletionA document with the DocuSign audit trail.
    <document name>_SignedA signed document.
    <document name>The originally sent document.
  9. After the documents are either signed or declined, you can close the opportunity by clicking ActionsClose.

Using DocuSign in Pega Sales Automation for Financial Services

This procedure describe steps in the Pega Sales Automation for Financial Services application.

  1. In the User portal navigation pane, click Opportunities and open an opportunity which is in the Proposal stage.
  2. Select the Proposal stage label and click Review proposal.
  3. Click Go.
    Product details from the Analysis stage are attached.
  4. Click Send for eSignature.
    Result: The system sends your document to the recipients that you select. The recipients get an email notification about the new document, sign the document using DocuSign, and then the document is automatically sent back to Pega Sales Automation for Financial Services.
  5. In the right widgets pane, under Files & documents, review the number and status of your documents.
    You can see at what stage your documents are by looking at the labels next to the documents, for example, Signed, Declined, Voided, and Sent. For more information about the statuses, search the DocuSign documentation for REST API: Envelopes.
    After signing, you receive the following documents:
    <document name>_CertificateOfCompletionA document with the DocuSign audit trail.
    <document name>_SignedA signed document.
    <document name>The originally sent document.
  6. After the documents are either signed or declined, you can close the opportunity by clicking ActionsClose.

Using DocuSign in Pega Sales Automation for Insurance

This procedure describe steps in the Pega Sales Automation for Insurance application.

  1. In the User portal navigation pane, click Opportunities and open an opportunity which is in the Negotiation stage.
  2. Select the Negotiation stage label and click Prepare contract.
  3. Click Add a contract document.
    Ensure that you have contacts associated with the opportunity. If not, create contacts by clicking +Add on the Contacts tab of this opportunity.
  4. Browse for and select a PDF document.
  5. Click Submit.
  6. Select contacts from the list populated with the contacts associated with this opportunity.
    For the business-to-consumer (B2C) selling model, you can only have one contact assigned to the opportunity. For the business-to-business (B2B) selling model you can have multiple contacts. In case both work and private emails are attached to a contract, the primary email is the work email.
  7. Click Submit.
    Result: The system sends your document or documents to the recipients that you select. The recipients get an email notification about the new document, sign the document using DocuSign, and then the document is automatically sent back to Pega Sales Automation for Insurance. If you send multiple documents, after recipients sign one document, all other documents are automatically voided.
  8. In the right widgets pane, under Files & documents, review the number and status of your documents.
    You can see at what stage your documents are by looking at the labels next to the documents, for example, Signed, Declined, Voided, and Sent. For more information about the statuses, search the DocuSign documentation for REST API: Envelopes.
    After signing, you receive the following documents:
    <document name>_CertificateOfCompletionA document with the DocuSign audit trail.
    <document name>_SignedA signed document.
    <document name>The originally sent document.
  9. After the documents are either signed or declined, you can close the opportunity by clicking ActionsClose.

Using DocuSign in Pega Sales Automation for Healthcare

This procedure describe steps in the Pega Sales Automation for Healthcare application.

  1. In the User portal navigation pane, click Opportunities and open an opportunity which is in the Proposal stage.
  2. Select the Proposal stage label and click Generate Proposal.
  3. Click Add a proposal.
    Ensure that you have contacts associated with the opportunity. If not, create contacts by clicking +Add on the Contacts tab of this opportunity.
  4. Browse for and select a corresponding Quote Request proposal PDF document.
  5. Click Submit.
  6. Select contacts from the list populated with the contacts associated with this opportunity.
    For the business-to-consumer (B2C) selling model, you can only have one contact assigned to the opportunity. For the business-to-business (B2B) selling model you can have multiple contacts. In case both work and private emails are attached to a contract, the primary email is the work email.
  7. Click Submit.
    Result: The system sends your document or documents to the recipients that you select. The recipients get an email notification about the new document, sign the document using DocuSign, and then the document is automatically sent back to Pega Sales Automation for Healthcare. If you send multiple quote proposals, after recipients sign one document, all other documents are automatically voided.
  8. In the right widgets pane, under Files & documents, review the number and status of your documents.
    You can see at what stage your documents are by looking at the labels next to the documents, for example, Signed, Declined, Voided, and Sent. For more information about the statuses, search the DocuSign documentation for REST API: Envelopes.
    After signing, you receive the following documents:
    <document name>_CertificateOfCompletionA document with the DocuSign audit trail.
    <document name>_SignedA signed document.
    <document name>The originally sent document.
  9. After the documents are either signed or declined, you can close the opportunity by clicking ActionsClose.

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Tags

Pega Sales Automation 8.7

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