An introduction to DocuSign eSignature for Salesforce with some use cases.

Agenda for Meetup

1. Setup and Install DocuSign Apps Launcher (eSignature Application)

2. Send Document with Standard Send with DocuSign Button (Non CPQ/CPQ)

3. Send Document with Envelop (Non-CPQ/CPQ)

4. Usage of DocuSign Logs, DocuSign Status Objects

5. Cancelling of Already Sent Document

6. Tracking of Sent Document

Use Cases

a) Single Template with Multiple Signees (CPQ/Non-CPQ)

b) Dynamic Recipients and Autoplace Signature Tags