DocuSign helps companies and individuals go fully digital. DocuSign is an easy-to-use digital transaction platform that lets users send, sign and manage legally binding documents securely in the cloud.
Integration with Leon allows sending and signing contracts generated using Sales Module via DocuSign.
How to integrate
It is mandatory to have an active account with Docusign.
First step is to contact email@example.com and we will activate the integration for the operator in the configuration tab.
Once the operator is connected, each User connects ones account to the account in DocuSign via Requests/Quotes Panel.
More information about connecting a user as well as usage of the integration is explained in Requests/Quotes Panel
The connection between user Leon account and DocuSign account takes place when the first Contract after activating integration is sent.
In order to connect own account in Leon to DocuSign account, you need to:
Once you signed in, you should see the following message: SUCCESS. Your Leon account has been connected to DocuSign. Please wait for connection in Leon view.
Leon remembers the DocuSign details and this is when you can start using the integration.
DocuSign integration works only with 'Charter Agreement' document and allows reviewing and signing the document in a fast and secure way.
After connecting to DocuSign, each new 'Charter Agreement' will require creating a draft in DocuSign.
Once the draft is created, you will be able to send the document to DocuSign.
In 'Send document' window you will be able to select the 'Charter Agreement' version (based on the number of versions created in the Documents Manager). 'To' email is the default email of the Requester or Representative. The 'To' email can also be inserted manually.
Before sending the 'Charter Agreement' to the Client, you can also select one of the available options:
Once the 'Charter Agreement' is sent, the Client will receive it to his mailbox titled 'Agreement from [Airline name]'.
The email will also contain the link to DocuSign which will allow reviewing the document for the Client.
Also, the selections in “Send document' window will change to SHOW DOCUMENT IN DOCUSIGN and UPDATE DOCUMENT IN DOCUSIGN
The client will be able to sign, date and stamp the document without having to print it.
It is possible to include the signature tabs in the document so to indicate, where the document should be signed.
The tab icon can be included in HTML in the Documents Manager - 'Charter Agreement' by using the below:
For example, inserting below code HTML
will insert the following tab in 'Charter Agreement' in DocuSign:
The client can click on the 'Sign' tab and insert the signature.
Once Client reviewed it and signed it, Client can press finish which will send a notification to an email that the agreement has been signed and in DocuSign it will be marked as 'Completed'.