DocuSign Integration

Nextian quoting natively supports requesting digital quote signatures via DocuSign (a separate contract with DocuSign and a DocuSign account are required).

To configure DocuSign integration:

  1. Go to App Launcher → Nextian Settings:

    Navigating to Nextian settings

  2. Navigate to the DocuSign tab.
  3. Update parameters to match your account.
  4. Use Test Connection button to verify that the parameters are correct (testing involves establishing a connection and retrieving account information from DocuSign).

A list of DocuSign configuration parameters is provided below:

ParameterDescription
HostDocuSign authentication host for the API calls:

  • https://account.docusign.com — for the live production systems
  • https://account-d.docusign.com — for the developer sandboxes
API VersionAlways 2.1 — currently Nextian supports only DocuSign API version 2.1.
iKeyIntegration key (iKey) identifies application that integrates with DocuSign via REST API (in this case Nextian).

To create and manage DocuSign integration keys:

  1. Log into DocuSign.
  2. Go to Settings → Apps and Keys.
  3. Scroll down to Apps and Integration Keys.
iSecSecret key (iSec) is an additional value inside the Integration Key (iKey) shared between Nextian and DocuSign.

To create and DocuSign secret keys:

  1. Log into DocuSign.
  2. Go to Settings → Apps and Keys.
  3. Scroll down to Apps and Integration Keys.
  4. Select the key used for Nextian integration and click Edit.
  5. Scroll to Secret Keys section.
Account IdDocuSign API account id (it is different than account number).

To find the id:

  1. Log into DocuSign.
  2. Go to Profile → My Apps & Keys → My Account Information → API Account ID:

DocuSign Account and User Ids

User IdDefault DocuSign user id used for requesting signatures (the user must belong to the account identified by the Account Id).

To find the id:

  1. Log into DocuSign.
  2. Go to Profile → My Apps & Keys → My Account Information → User ID.
ImportantNo additional configuration (such as installing DocuSign Salesforce app) is required on the org.
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