Phoenix - Your AI AssistantSet up DocuSign in Salesforce and fix envelope status errors
Delivery in
4 days
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What you get with this Offer
I will set up DocuSign inside your Salesforce, so your team sends contracts from any record and the signed copy saves back automatically.
Built for sales and operations teams who still download, email and upload contracts by hand, and for admins whose DocuSign setup stopped working or needs moving to DocuSign Apps Launcher.
Problems I fix:
Envelope status stuck on Sent after the customer has signed
Signed PDFs not saving back to the record
Field updates on completion not working
Merge fields showing blank in the contract
Old DocuSign package needing migration to DocuSign Apps Launcher
This offer includes:
DocuSign eSignature for Salesforce installed and connected
1 envelope template for 1 Salesforce object, such as Opportunity, Quote or Contract
Up to 10 Salesforce fields filled into the document automatically
Send with DocuSign button on the record page
Signed PDF saved back to the record automatically
Envelope status component added to the page layout
1 field update when signed, such as Stage set to Closed Won
Up to 5 users set up to send
Testing with a real envelope before handover
Short video walkthrough
The DocuSign app for Salesforce is free. Your DocuSign eSignature plan is paid by you directly to DocuSign.
Need more templates, signing order or a Flow when the customer signs? Add them as add ons.
Certified Salesforce Developer who also works as your Salesforce Administrator and Salesforce Consultant, with real Salesforce CRM, Salesforce integration and Salesforce implementation projects.
Built for sales and operations teams who still download, email and upload contracts by hand, and for admins whose DocuSign setup stopped working or needs moving to DocuSign Apps Launcher.
Problems I fix:
Envelope status stuck on Sent after the customer has signed
Signed PDFs not saving back to the record
Field updates on completion not working
Merge fields showing blank in the contract
Old DocuSign package needing migration to DocuSign Apps Launcher
This offer includes:
DocuSign eSignature for Salesforce installed and connected
1 envelope template for 1 Salesforce object, such as Opportunity, Quote or Contract
Up to 10 Salesforce fields filled into the document automatically
Send with DocuSign button on the record page
Signed PDF saved back to the record automatically
Envelope status component added to the page layout
1 field update when signed, such as Stage set to Closed Won
Up to 5 users set up to send
Testing with a real envelope before handover
Short video walkthrough
The DocuSign app for Salesforce is free. Your DocuSign eSignature plan is paid by you directly to DocuSign.
Need more templates, signing order or a Flow when the customer signs? Add them as add ons.
Certified Salesforce Developer who also works as your Salesforce Administrator and Salesforce Consultant, with real Salesforce CRM, Salesforce integration and Salesforce implementation projects.
What the Freelancer needs to start the work
1 - Your contract or agreement as a Word or PDF file.
2 - The Salesforce object you send from (Opportunity, Quote, Contract or a custom object).
3 - The fields that should fill into the document automatically.
4 - Salesforce System Administrator access and DocuSign Admin access, or users created for me.