This article applies to:
Admins
Free, Premium Procurement
Estimated time: Less than 5 mins
About this article
Save time by sending DocuSign agreements directly from Vendr workflows and automatically uploading all of your signed agreements directly to Vendr. This article covers the process of installing, configuring, and using the Docusign integration.
How it works
The DocuSign integration saves you time by enabling you to upload and sync agreements like NDAs, MSA, and contracts to and from DocuSign without having to leave Vendr. Create Docusign envelopes directly from your Vendr workflow and when the envelope is signed in DocuSign the integration will automatically take care of syncing back the signed agreement to Vendr for safekeeping and renewal management.
Common uses of the DocuSign integration
Send a DocuSign agreement (NDA, MSA, order form) for signature from a step in a request
Integrate DocuSign to seamlessly send contracts directly from a specific step in your Vendr workflow. This ensures that key documents like Master Service Agreements (MSAs), Non-Disclosure Agreements (NDAs), and Order Forms are sent at the appropriate stage of your procurement process.
Sync a signed DocuSign agreement (NDA, MSA, order form) to a request
Centralize all your signed agreements in Vendr. Automatically sync executed documents, such as Master Service Agreements (MSAs), Non-Disclosure Agreements (NDAs), and Order Forms, directly into requests and agreements. This eliminates the need for manual uploads, streamlining contract management.
NOTE
The integration only syncs DocuSign envelopes that are stored in your DocuSign account.
Overview
To effectively integrate and utilize the DocuSign integration within your Vendr workflows for enhanced document management and procurement processes, you will:
Requirements
Must be a Vendr admin
Must be a DocuSign admin
Must have a DocuSign paid account
Install the integration
Navigate to admin and select all integrations
Look for the DocuSign integration under Contract Lifecycle Management
Click add and begin authentication to install the integration
Sign into DocuSign and click approve to grant Vendr permission to access your DocuSign account
Select which DocuSign account you'd like to connect to Vendr and click Create integration
🎉 Congrats! Your integration is now connected.
Add to a workflow template
After you've successfully installed the integration in the workflow builder, you will see a DocuSign action that you can add as a step in your workflow template.
Create envelope and sync signed document - Allow a requester or a stakeholder to create a DocuSign envelope and send it for signature from within a Vendr step. When the envelope is signed by the counterparty the document is automatically uploaded to Vendr and the step is marked as complete.
Add the DocuSign step
CAUTION
DocuSign steps cannot be skipped manually in a workflow. It's recommended to only include the DocuSign integration in workflow templates that require a DocuSign agreement.
Navigate to admin and select workflow templates
Select the workflow template you'd like to add DocuSign to or create a new one
In the workflow builder, select where you would like to add DocuSign in your workflow process and click the plus icon to add a new step
Select integration and select the DocuSign action to add it to the workflow
Provide a name and description and select who the step should be assigned to
Click Publish changes to save the workflow changes
TIP
You can use conditional logic in the workflow builder to only send NDA or MSAs based on answers to questions from the intake. For example, Only show the DocuSign NDA step if the requester answered, "No" to the question do we have an NDA in place?
Complete the Docusign step
When the DocuSign step is ready in the workflow, the assigned user will be required to upload an agreement and send the agreement through DocuSign.
Upload the unsigned agreement you'd like to execute in DocuSign
Click Send to DocuSign
A DocuSign envelope will be created automatically using the uploaded documents.
Add the signature field and any additional fields you need
Add recipient(s)
Add an email subject and a message
Click Send Now to send the envelope to the recipient for signature
Once the envelope is signed in Docusign then
The step will be marked as Complete in Vendr
The signed document will be uploaded to the step
The signed document will be uploaded to the Documents section of the request
The document can be used to create a new agreement in Vendr
Permissions
Installing the integration will grant Vendr the following permissions to your DocuSign account.
👁️ Vendr will be able to view:
Data about your envelopes
Data about your envelope documents
Data about your recipients
Data about your sender
Data about your DocuSign account
🫳 Vendr will be able to do:
Create envelopes