Checking DocuSign Signature Status

For quotes submitted to DocuSign, signature status is checked two ways:

• • Automatically via Auto Close Opportunities background job.
  • Manually using the Check Signature action.

Both execute the same processing logic.

To check quote signature manually:

1. Open quote details.
2. Make sure that a current quote PDF exists on a quote and is up to date (if that’s not the case an error message will be displayed).
3. Check the following fields:
   • Email (Details tab → Prepared For → Email) — this address will be used to send the signature request and must be provided,
   • Expiration Date (Details tab → Expiration Date) — this expiration date cannot be in the past. If the date is left blank, the DocuSign default for the account will be used (typically 120 days).
4. Select DocuSign from the quick actions’ menu:

   

5. Additional menu is displayed:

   

6. Click Check Signature Status and confirm by clicking Check Signature Status again in the dialog box.
7. Depending on the envelope status in DocuSign:
   • If the quote is still waiting, a status message is displayed, and no updates are made,
   • If the quote has expired envelope id cleared, so the quote can be re-submitted,
   • If the quote has been signed:
     • Quote status is set to Accepted,
     • The signed DocuSign PDF file is attached to the opportunity,
     • Parent opportunity is closed won and an order is created,
     • An opportunity chatter entry is logged for history-keeping.
   • If signature was declined:
     • Quote status is set to Denied (DocuSign Declined status and Salesforce Denied status indicate the same thing and are just named differently),
     • If user provided a reason why signature has been declined, the reason is displayed on screen and saved in the DocuSign Signature Decline Reason quote field.