Setting up DocuSign

Table of Contents

• Overview
• FieldEdge Payments
• Global Settings
• Communication Templates
  • Invoice/Quote
  • Quote Only

Overview

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We've partnered with DocuSign to give you and your customers more options when tracking and accepting vital quote information. With the DocuSign integration, you can send your quotes to your customers via email and they'll have the option to review, accept, sign, and make a payment on that quote. Before you can start utilizing DocuSign you'll need to make sure you have a few things set up properly. This article will help guide you with those settings. 

• Want training on how to use DocuSign once it's enabled? Click here to log into FieldEdge Navigator and learn how to utilize DocuSign in FieldEdge.

FieldEdge Payments

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The DocuSign integration can only be used with FieldEdge Payments, as your customers will be taken to the consumer portal to review and accept their quotes.

• Need to get set up with FieldEdge Payments?
  • Click here if you're in the US
  • Click here if you're in Canada

Global Settings

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You'll need to tell your FieldEdge database to use DocuSign through global settings. Follow the steps below to enable DocuSign.

1. First, click on Settings.
2. Select Global Settings under the Company section.
3. Scroll down to the Legal section and check the box labeled DocuSign.
   • Note: When DocuSign is enabled a new option will appear allowing you to choose if all quotes will automatically default to use DocuSign. This can be manually overwritten for each quote.
4. Click Save to update your FieldEdge database.

Communication Templates

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The last thing you'll need to set up before you can use DocuSign is your communication templates. You'll need to add an insert code to both the Invoice/Quote template and the Quote Only template. Follow the steps below to view how to add these insert codes.

• Note: You'll need to make sure your invoice and quote layout template signatures are set to Always Show. Click here to learn more about setting up layout templates.

Invoice/Quote Template

1. First, click on Settings.
2. Select Communication Templates from the Company section.
3. Choose Invoice/Quote from the Template drop-down box.
4. Be sure to fill out the Email Body section with the message you'd like customers to read when receiving this email.
5. Find the [web_invoice_link] code from the Insert Codes section, then drag and drop it into the desired position of the Email Body.
6. Click Save to update your FieldEdge database.

Quote Only Template

1. First, click on Settings.
2. Select Communication Templates from the Company section.
3. Choose Quote Only from the Template drop-down box.
4. Be sure to fill out the Email Body section with the message you'd like customers to read when receiving this email.
5. Find the [web_quote_link] code from the Insert Codes section, then drag and drop it into the desired position of the Email Body.
6. Click Save to update your FieldEdge database.