DocuSign Integration

Nextian Quoting natively supports requesting digital signatures via DocuSign. A separate contract with DocuSign and an active DocuSign account are required.

Important No additional configuration, such as installing the DocuSign Salesforce app, is required to use DocuSign with Nextian. Everything needed is included in the Nextian package.

To configure DocuSign integration:

  1. Go to App Launcher → Nextian Settings:

    Navigating to Nextian settings

  2. Select the DocuSign tab.
  3. Click Edit.
  4. Enter your DocuSign account details and configure the required parameters (see descriptions below).
  5. Click Test Connection to verify the configuration. This process establishes a connection and retrieves account details from DocuSign.
  6. Click Save to save configuration changes.

A list of DocuSign configuration parameters is provided below:

Parameter Description
Host DocuSign 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 Version Always 2.1 — currently Nextian supports only DocuSign API version 2.1.
iKey Integration 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.
iSec Secret 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 Id DocuSign 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 Id Default 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.
API Call Timeout DocuSign API call timeout in seconds, ranging from 0 to 120. If set to zero or left empty, the default Salesforce REST Apex timeout (10 seconds) is applied. Nextian recommends a value of 60 seconds, though a higher timeout may be needed for large documents with multiple attachments.

Tracing DocuSign REST API calls for debugging and troubleshooting is configured via REST Callout Logging.

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