DocuSign for NetSuite helps NetSuite users close deals faster by collecting signatures electronically - right from an opportunity within NetSuite. The global standard for eSignature, DocuSign offers the fastest, most secure way to send, sign, track and store documents.
DocuSign for NetSuite helps NetSuite users close deals faster by collecting signatures electronically - right from an opportunity within NetSuite. The global standard for eSignature, DocuSign offers the fastest, most secure way to send, sign, track and store documents.
Never print, fax, scan, or ship documents again. DocuSign for NetSuite brings the ease, power, security and efficiency of eSignature to NetSuite users, whether they are using CRM, ERP or any other features in NetSuite. The "Send with DocuSign" button is available preconfigured in any Opportunity, Estimate (Quote), or Customer Object, enabling users to select a document to be signed, tag areas for signature, assign a signing order, and send the document via email. Recipients can sign the document using any browser, from any device, from nearly anywhere. Throughout the process, NetSuite users can track the document using the DocuSign tab embedded on the record, and view completed documents automatically returned to the object as a PDF.
If you are using custom objects, Invoices, or any other native NetSuite objects (e.g. Sales Order) you can easily add the "Send" and "Sign" DocuSign buttons to those records as well!
Download the free connector and get started today.
Easy to Use
“DocuSign was the only platform that could offer legal, secure electronic signatures for an online process, with deep NetSuite integration—while offering us the control over brand and user experience we sought.”- Evan Trent, School of Rock
DocuSign for NetSuite is designed to work with DocuSign Business and Enterprise accounts. DocuSign for NetSuite is optimized for multiple users and advanced DocuSign features, and it is not intended to work with Personal, Professional, or Ink versions of the product. Users with any of those types of accounts can use their credentials to sign documents coming from NetSuite, but the connector is only supported for Workgroup and Enterprise subscriptions.
Access DocuSign for sending and signing documents securely and easily from any record in NetSuite, whether is is CRM or ERP or custom.
DocuSign for NetSuite makes it a breeze to track one or many contracts sent out for signature from an Opportunity. Want to know what's going on? Just check the status!
Once signed, documents automatically come back in as PDF documents to NetSuite. They are placed in the File Cabinet and linked to the record they were sent from. Easy! No more hunting and uploading.
DocuSign for NetSuite isn't a complicated, hard to use system. The clear, straightforward admin functions allow you to focus more on selling and your customers than on figuring out how to integrate two systems.
No need to learn a new application, or spend time on training. With DocuSign embedded inside NetSuite, the DocuSign function becomes an integral part of the process!
DocuSign for NetSuite lets you easily:
DocuSign for NetSuite
Excellent product, installed and configured in under 1 hour. Only one small problem is that the hyperlinks in the original PDF could not be used but this is solved by clicking the download button in the secure envelope.
Excellent integration
We are very satisfied with the DocuSign bundle. The integration makes it possible for us to build workflows through NetSuite rather than through the DS API. Adding the ability to keep hyperlinks would be great.
