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.

Solution Overview

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.

Key Benefits

Easy to Use

  • Collect signatures on documents quickly using the “Send with DocuSign” button - located on the record.  You can even define custom actions and custom buttons!
  • Sign from any browser- including mobile devices - within minutes
Increase productivity and revenue
  • Reduce operational costs by eliminating printing, faxing, and sending
  • Review & approve a contract within minutes
  • Track the status of document from within a sales opportunity
  • Automate workflows and save time
Tools available for additional customization
  • DocuSign is a robust technology platform built for flexibility and open integration
  • Full set of APIs, documentation, and world-class SDK to extend business processes

Customer Quote

“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

Notes

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.

Send and Sign Using DocuSign from any Opportunity, Estimate, Customer, or Custom Object Record

Access DocuSign for sending and signing documents securely and easily from any record in NetSuite, whether is is CRM or ERP or custom.

Track the Status of Documents Out for Signature

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.

Administer Quickly and Easily

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.

Send and Sign Intuitively

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!

Configure and Customize DocuSign for NetSuite

DocuSign for NetSuite lets you easily:

  • Control which objects in NetSuite have "Send" or "Sign" buttons (or both/neither!)
  • Control the default email messages and subjects for envelopes sent from all object types
  • Control whether all contacts are included in envelopes, or just the Primary Contact
  • Default a (replaceable) signer to make automation easier
  • Send from DocuSign Templates if you have a document that is pre-set up inside DocuSign already.
  • Lets you use text filters on which document titles to send to DocuSign.  Want a button that, when pressed, grabs all the documents with the word "Agreement" in the title?  No problem!

DocuSign® is the trusted, complete, and easiest to use Digital Transaction Management (DTM) platform. DocuSign helps customers accelerate transaction cycle times to increase speed to results, reduce costs, and delight customers with the easiest, fastest, most secure global network for sending, signing, tracking, and storing documents in the cloud.
  • More than 40 million DocuSigners have signed more than 410 million documents in 189 countries.
  • 90% of the Fortune 500 has used DocuSign
  • 50% of DocuSign documents are completed within 2 hours For more information, visit www.docusign.com or call 877.720.2040. Visit the DocuSign blog at www.docusign.com/blog and follow DocuSign on Twitter, LinkedIn and Facebook.

Case Studies

School of Rock

Ratings & Reviews

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Based on 2 Reviews

Most Helpful Reviews

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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.

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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.

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