Overview
Within the LinkSquares Finalize integration in Salesforce, sales teams can leverage the DocuSign integration to send agreements out for signature without ever leaving Salesforce.
Process
Enabling the Finalize DocuSign Integration for Salesforce
In order to enable the DocuSign integration for Salesforce Finalize:
- You must be a Finalize Administrator.
- The Salesforce Finalize integration must be set up.
- The DocuSign integration within the Finalize web app must be enabled.
If you are unable to replicate these steps, contact support@linkquares.com.
1. Open the Finalize app.
2. Go to Settings from the app selector.
3. Select Finalize App.
4. Go to the Global tab and scroll down until you see the Salesforce section.
5. Enable the DocuSign integration toggle icon to turn on the DocuSign integration within all templates in Salesforce.
Sending Agreements Out for Signature
Once an agreement is in the Ready for Signature status, it can be sent out for signature via DocuSign.
Select DocuSign from the drop-down in the lower right-hand corner of the Latest version section of the Finalize agreement record.
- If attachments were added to the agreement, a pop-up will appear prompting you to select any attachments to include in the envelope. This feature allows users to configure one envelope for many associated documents, streamlining the process.
- Mark the checkbox for each attachment you want to include.
- Click Continue once complete.
Note:
Attachments cannot be included on LinkSquares Sign Signature Requests initiated from Salesforce Finalize. To learn more about including attachments on Signature Requests, reference our article on LinkSquares Sign: Signature Request Attachments.
You will be taken to DocuSign and prompted to log in.
- Once within DocuSign, follow the standard process for preparing to send an agreement out for signature (i.e., adding recipients, adding fields, etc.).
- When the agreement has been sent out for signature, you will return to Salesforce Finalize.
- The agreement status will be updated to reflect that it has been sent out for signature.
Once the agreement has been signed by all recipients, the agreement will be updated within Salesforce Finalize to reflect that it has been fully executed.
Download the executed agreement by clicking the download icon.
If the sync between Finalize and LinkSquares Analyze is enabled, executed agreements will be ingested from DocuSign into Analyze.
This workflow mirrors the process of using DocuSign to send an agreement out for signature in the Finalize web app.