DocuSign Integration using 200 OK
Automate your document generation process directly in Salesforce
Automate your document generation process directly in Salesforce
Setup Your DocuSign automation process in just “ 15 minutes”
Setup your DocuSign and Salesforce integration process in just “ 15 minutes”
Launch 200 OK App & initiate template creation
In the template setup, enter name, type, and provider
In the sample template document, the data for the “Name” and “Closed date” fields will dynamically retrieved from the opportunity record
Click on upload files to upload your template & click onNEXT to trigger an API Callout simultaneously
Go to the Opportunity field and click on the Generate Document button
Choose the template from the custom template field
Click next to merge the selected template with the data and finish the process
Now preview the content by clicking on the attached document
On the last page get your sign field with the merged opportunity name & date
Click the send or e-sign button to trigger the action
Select the desired document from the dropdown
Specify the document in the “Document Name” field
Input the signer’s name and email
Click next to finish
Now the recipient can proceed with the E-sign process
Launch 200 OK App & initiate template creation
In the template setup, enter name, type, and provider
In the sample template document, the data for the "Name" and "Closed date" fields will dynamically retrieved from the opportunity record
Click on upload files to upload your template & click onNEXT to trigger an API Callout simultaneously
Go to the Opportunity field and click on the Generate Document button
Choose the template from the custom template field
Click next to merge the selected template with the data and finish the process
Now preview the content by clicking on the attached document
On the last page get your sign field with the merged opportunity name & date
Click the send or e-sign button to trigger the action
Select the desired document from the dropdown
Specify the document in the "Document Name" field
Input the signer's name and email
Click next to finish
Now the recipient can proceed with the E-sign process
Here are our popular other e-sign integration possibilities
Adobe Sign, Zoho Sign, Conga Sign, HelloSign, SignNow, SignEasy
Forge Seamless Connections as 200 OK Links to a Spectrum of Apps and 3rd Party Tools
Forge Seamless Connections as 200 OK Links to a Spectrum of Apps and 3rd Party Tools
Launch 200 OK App & initiate template creation
In the template setup, enter name, type, and provider
In the sample template document, the data for the "Name" and "Closed date" fields will dynamically retrieved from the opportunity record
Click on upload files to upload your template & click onNEXT to trigger an API Callout simultaneously
Explore our package & discover the efficiency of 200 OK
200 OK is a Salesforce native integration platform specifically designed for developers, architects admins, and smart business people to connect Salesforce with any external cloud-based solutions and APIs without coding.
200 OK thoughtfully designed by Salesforce Architects with ❤️
For more info, please get in touch with us at contact@200ok.ai
Certificate Number 23853