eCommerce and EDI Integration for NetSuite by Jitterbit
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ChannelAdvisor Platform

DocuSign for NetSuite

Status: Unverified

DocuSign for NetSuite helps NetSuite users close deals faster by collecting signatures electronically – right from an opportunity within NetSuite. The global standard for eSignature, DocuSign offers the fastest, most secure way to send, sign, track and store documents.

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Description

Solution Overview

Make agreement processes even more intuitive by connecting your NetSuite system with eSignature. Send agreements out for signature with a single click and get the right documents to the right contacts with the right details merged from within your NetSuite ERP and CRM systems. And the integration is pre-built to work right out of the box with no coding.

With the eSignature for NetSuite integration, flawlessly execute routine processes to build stronger customer, vendor and partner relationships day after day.

Key Benefits

Customer Quote

“DocuSign was the only platform that could offer legal, secure electronic signatures for an online process, with deep NetSuite integration—while offering us the control over brand and user experience we sought.”

– Evan Trent, School of Rock

Supported Plans

DocuSign for NetSuite is designed to work with DocuSign Business and Enterprise accounts. DocuSign for NetSuite is optimized for multiple users and advanced DocuSign features, and it is not intended to work with Personal, Professional, or Ink versions of the product. Users with any of those types of accounts can use their credentials to sign documents coming from NetSuite,  but the connector is only supported for Workgroup and Enterprise subscriptions.

FEATURES

Send and Sign Using DocuSign from any Opportunity, Estimate, Customer, or Custom Object Record

 

Access DocuSign for sending and signing documents securely and easily from any record in NetSuite, whether is is CRM or ERP or custom.

 

Track the Status of Documents Out for Signature

DocuSign for NetSuite makes it a breeze to track one or many contracts sent out for signature from an Opportunity. Want to know what's going on? Just check the status!

Once signed, documents automatically come back in as PDF documents to NetSuite.  They are placed in the File Cabinet and linked to the record they were sent from.  Easy!  No more hunting and uploading.

 

Administer Quickly and Easily

DocuSign for NetSuite isn't a complicated, hard to use system.  The clear, straightforward admin functions allow you to focus more on selling and your customers than on figuring out how to integrate two systems.

Send and Sign Intuitively

No need to learn a new application, or spend time on training. With DocuSign embedded inside NetSuite, the DocuSign function becomes an integral part of the process!

Configure and Customize DocuSign for NetSuite

DocuSign for NetSuite lets you easily:

  • Control which objects in NetSuite have "Send" or "Sign" buttons (or both/neither!)
  • Control the default email messages and subjects for envelopes sent from all object types
  • Control whether all contacts are included in envelopes, or just the Primary Contact
  • Default a (replaceable) signer to make automation easier
  • Send from DocuSign Templates if you have a document that is pre-set up inside DocuSign already.
  • Lets you use text filters on which document titles to send to DocuSign.  Want a button that, when pressed, grabs all the documents with the word "Agreement" in the title?  No problem!