Docusign integration with e-signature in CPQ

Mobileforce CPQ offers the following configuration of DocuSign related settings. Specific property keys include:

• cpq-signing-enabled - Default value 0. If set to '1', DocuSign related columns will show under the "Generated Documents" section
• docusign-prefix - This is the docusign ADL prefix defined. Usual value is "docusign-"
• docusign-base-url - This is the base URL for DocuSign API call. An admin would need to login to DocuSign site and navigate to Settings-> Apps and Keys and copy the value of "Account's Base URL" to paste here.
• docusign-account-id - This is DocuSign specific account ID. An admin would need to login to DocuSign site and navigate to Settings-> Apps and Keys and copy the value of "API Account ID" to paste here.
• docusign-success-message - Used to override the default success message upon successfully sending the DocuSign email
• docusign-template-roles - This is a JSON array of all the roles defined in the DocuSign template. See screenshot
  

Note: docusign-template-roles and docusign-success-message prop on having macro variable(${props}) will be replaced with the CPQ quote data.

    <prop key="cpq-signing-enabled">1</prop>
    <prop key="docusign-prefix">docusign-</prop>
    <prop key="docusign-base-url">https://demo.docusign.net</prop>
    <prop key="docusign-account-id">xxxyyyxxx</prop>
    <prop key="docusing-success-message">Successfully sent document via Docusign</prop>
    <prop key="docusign-email-subject">Please sign the document - ${opportunity_name}</prop>
    <prop key="docusign-template-roles">
[
  {
    "roleName": "Signer1",
    "name": "${contact_first_name} ${contact_last_name}",
    "email": "${contact_email}"
  },
  {
    "roleName": "Cc1",
    "name": "some name",
    "email": "[email protected]"
  }
]
</prop>

In addition the above ADL props, an admin also has to add OAuth related property keys. Here is the sample oauth configuration for a DocuSign developer account.

Configuration for Developer DocuSign Account ([email protected])

OAuth Config

    <prop key="docusign-oauth-version">2.0</prop>
    <prop key="docusign-oauth-clientid">aabbcc</prop>
    <prop key="docusign-oauth-clientsecret">ddeeff</prop>
    <prop key="docusign-oauth-scope">signature impersonation</prop>
    <prop key="docusign-oauth-authurl">https://account-d.docusign.com/oauth/auth</prop>
    <prop key="docusign-oauth-accesstokenurl">https://account-d.docusign.com/oauth/token</prop>
    <prop key="docusign-oauth-redirecturi">https://apps.mobileforcesoftware.com/mobileforce/oauth_redirect</prop>
    <prop key="docusign-oauth-accessmethod">header</prop>
    <prop key="docusign-oauth-clientauthmethod">requestparams</prop>

Account specific

    <prop key="docusign-base-url">https://demo.docusign.net</prop>
    <prop key="docusign-account-id">aabbcc</prop>

Configuration for Production DocuSign Account ([email protected])

OAuth Config

    <prop key="docusign-oauth-version">2.0</prop>
    <prop key="docusign-oauth-clientid">aabbcc</prop>
    <prop key="docusign-oauth-clientsecret">ddeeff</prop>
    <prop key="docusign-oauth-scope">signature impersonation</prop>
    <prop key="docusign-oauth-authurl">https://account.docusign.com/oauth/auth</prop>
    <prop key="docusign-oauth-accesstokenurl">https://account.docusign.com/oauth/token</prop>
    <prop key="docusign-oauth-redirecturi">https://apps.mobileforcesoftware.com/mobileforce/oauth_redirect</prop>
    <prop key="docusign-oauth-accessmethod">header</prop>
    <prop key="docusign-oauth-clientauthmethod">requestparams</prop>

Account specific

    <prop key="docusign-base-url">https://na2.docusign.net</prop>
    <prop key="docusign-account-id">aabbcc</prop>

Notes

• Template ID - An admin would need to login to DocuSign site and navigate to Settings->Template->Create new or existing template->Click on "Template ID". Copy the template ID and paste to Document Template "Signature" section in MobileForce Manager
• Difference between developer and production DocuSign Account

• Note: The MobileForce app cannot be registered directly to production DocuSign Account. An admin has to first register the app using the Sandbox account and has to get reviewed using the "Start Go-Live Review" dropdown option under the "App and Integration Key" section -> "Actions"