DocuSign for NetSuite
Close deals faster with DocuSign for NetSuite. The DocuSign for NetSuite connector is the easiest way for users of NetSuite to close more deals by collecting, tracking, and storing signatures from customers within minutes.
Sending a contract or any other type of document for electronic signature is simple using the DocuSign for NetSuite connector. Just click the “Send with DocuSign” button from an Opportunity, Estimate, Customer, or custom object to send documents out for signature, populated with the appropriate recipient information. Configure and click the “Sign with DocuSign” button to sign or include additional information to a document already attached to a record.
The application provides an audit trail of edits and notifies every signer when a contract has been changed - giving your sales users visibility into the process. All signed documents are attached to the appropriate record after they are complete.
If you have an existing account with DocuSign – all you have to do is enter in your credentials. If you’re new to DocuSign, sign up for a free trial account right from NetSuite.
- Support for Estimate, Opportunity, and Customer objects
- Add “Send” and “Sign” buttons to any object (native or custom)
- Track the status of documents
- Configure and customize to any business process using DocuSign APIs
DocuSign for NetSuite is built and supported by DocuSign, Inc. Contact DocuSign today at [email protected] or 1.877.720.2040
DocuSign for NetSuite is designed to work with DocuSign accounts Workgroup or higher (Enterprise). 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 those to sign documents coming from NetSuite, but the connector itself is only supported for Workgroup and Enterprise subscriptions.
About the Partner
NetSuite Inc. is the industry’s leading vendor of cloud-based financials/ERP software suites. NetSuite enables companies to manage core key business operations in a single system, which includes ERP, CRM, Professional Services Automation (PSA) and Ecommerce.
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