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:
- Go to App Launcher → Nextian Settings:
- Select the DocuSign tab.
- Click Edit.
- Enter your DocuSign account details and configure the required parameters (see descriptions below).
- Click Test Connection to verify the configuration. This process establishes a connection and retrieves account details from DocuSign.
- Click Save to save configuration changes.
A list of DocuSign configuration parameters is provided below:
Parameter | Description |
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Host | DocuSign authentication host for the API calls:
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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:
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iSec | Secret key (iSec) is an additional value inside the Integration Key (iKey) shared between Nextian and DocuSign.
To create and DocuSign secret keys:
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Account Id | DocuSign API account id (it is different than account number).
To find the id:
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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:
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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.