Getting Started with DocuSign Gen and Negotiate for Salesforce
DocuSign Negotiate for Salesforce lets you do business faster by automating the generation, negotiation and approval of customised agreements. Seamlessly merge Salesforce data into agreements, collaborate with internal and external reviewers on a central version, execute the agreement and then store it back in Salesforce.
Follow this step-by-step guide to get DocuSign Gen and Negotiate for Salesforce up and running for your organisation.
Congratulations!
Great work, you’ve completed your Gen and Negotiate onboarding! Now, deepen your understanding of the DocuSign for Salesforce integration by earning your "DocuSign eSignature for Salesforce Specialist" badge or explore our other DocuSign Agreement Cloud certifications.
Prepare for Installation
To install and/or set up Gen and Negotiate, you must have DocuSign Admin and Salesforce Admin permissions.
If you don't have these permissions, please reach out to your company's current DocuSign Admin and Salesforce Admin to assist with steps 2 and 3 or have them grant you administrator permissions.
Required: Salesforce subdomain
A unique Salesforce subdomain is required to install and manage Salesforce Lightning components, including DocuSign Gen and Negotiate. Click the link below to learn more, and ensure your company has a subdomain set up before proceeding to the next step.
Install your DocuSign Apps
The video below will walk you through the installation and set up of your DocuSign for Salesforce apps.
Required: Latest Version
If you are currently using DocuSign eSignature for Salesforce, you'll still need to follow the instructions in the video below to install or update DocuSign Apps Launcher. The DocuSign Apps Launcher is required to use DocuSign Gen and Negotiate.
If you plan to continue using DocuSign eSignature for Salesforce in conjunction with Gen and Negotiate, you will need the latest versions of both packages (DocuSign eSignature for Salesforce and DocuSign Apps Launcher) for proper functionality.
Next, get familiar with DocuSign for Salesforce by enrolling in our self-paced, DocuSign University course, "DocuSign + Salesforce: Gen, Negotiate, and eSignature" DocuSign University (DSU) course.
Add and Manage your Users
Watch the 2-minute video below to learn how you can add and manage your Gen and Negotiate users within the DocuSign Apps Launcher.
Required
Ensure that you grant yourself Generator and Collaborator permissions as well—these permissions will be required in order for you to build Gen templates in the following steps.
Learn more
Learn more about managing your users in the DocuSign Support Centre.
Build your First Gen Template
Now that you’ve installed and set up DocuSign Gen and Negotiate for Salesforce, you’re ready to build your first template. This short video will guide you through creating your first Gen template. Then, check out the DocuSign University course below for more guidance and best practices.
Create my Template
To learn all about Gen templates, check out the "DocuSign Gen for Salesforce: Create Gen Templates" course available in DSU.
Advanced Customisation
Some use cases may require advanced customisation of your Gen templates. Our XML Cheat Sheet provides additional information for those needing a more customised solution.
Send for Review
With your first template built, you’re ready to start reviewing and approving your documents. Check out this short video, then enrol in the DocuSign University course below to learn more.
Send for review
Check out our "DocuSign Negotiate for Salesforce: Edit, Compare, and Approve" Documents course from DSU to learn all about DocuSign Negotiate for Salesforce.
Send your Document for Signature
With your approvals finalised, you’re now ready to send your document for signature.
Review how to send, sign, and manage all your DocuSign for Salesforce envelopes with our "DocuSign + Salesforce: Gen, Negotiate, and eSignature" learning plan.
Enable your Users
Congratulations! You're now ready to start creating, approving and sending your documents with DocuSign Gen and DocuSign Negotiate for Salesforce.
Best Practice
Add at least one additional Admin to your account in case you're ever out of the office. We recommend sharing this checklist and the links below with any additional admins and all your users to help them get started with DocuSign Gen for Salesforce.
Gen Self-Paced Learning
Explore additional resource for Gen and Negotiate in DocuSign University.
Congratulations!
Great work, you’ve completed your Gen and Negotiate onboarding! Now, deepen your understanding of the DocuSign for Salesforce integration by earning your "DocuSign eSignature for Salesforce Specialist" badge or explore our other DocuSign Agreement Cloud certifications.
Prepare for Installation
To install and/or set up Gen and Negotiate, you must have DocuSign Admin and Salesforce Admin permissions.
If you don't have these permissions, please reach out to your company's current DocuSign Admin and Salesforce Admin to assist with steps 2 and 3 or have them grant you administrator permissions.
Required: Salesforce subdomain
A unique Salesforce subdomain is required to install and manage Salesforce Lightning components, including DocuSign Gen and Negotiate. Click the link below to learn more, and ensure your company has a subdomain set up before proceeding to the next step.
Install your DocuSign Apps
The video below will walk you through the installation and set up of your DocuSign for Salesforce apps.
Required: Latest Version
If you are currently using DocuSign eSignature for Salesforce, you'll still need to follow the instructions in the video below to install or update DocuSign Apps Launcher. The DocuSign Apps Launcher is required to use DocuSign Gen and Negotiate.
If you plan to continue using DocuSign eSignature for Salesforce in conjunction with Gen and Negotiate, you will need the latest versions of both packages (DocuSign eSignature for Salesforce and DocuSign Apps Launcher) for proper functionality.
Next, get familiar with DocuSign for Salesforce by enrolling in our self-paced, DocuSign University course, "DocuSign + Salesforce: Gen, Negotiate, and eSignature" DocuSign University (DSU) course.
Add and Manage your Users
Watch the 2-minute video below to learn how you can add and manage your Gen and Negotiate users within the DocuSign Apps Launcher.
Required
Ensure that you grant yourself Generator and Collaborator permissions as well—these permissions will be required in order for you to build Gen templates in the following steps.
Learn more
Learn more about managing your users in the DocuSign Support Centre.
Build your First Gen Template
Now that you’ve installed and set up DocuSign Gen and Negotiate for Salesforce, you’re ready to build your first template. This short video will guide you through creating your first Gen template. Then, check out the DocuSign University course below for more guidance and best practices.
Create my Template
To learn all about Gen templates, check out the "DocuSign Gen for Salesforce: Create Gen Templates" course available in DSU.
Advanced Customisation
Some use cases may require advanced customisation of your Gen templates. Our XML Cheat Sheet provides additional information for those needing a more customised solution.
Send for Review
With your first template built, you’re ready to start reviewing and approving your documents. Check out this short video, then enrol in the DocuSign University course below to learn more.
Send for review
Check out our "DocuSign Negotiate for Salesforce: Edit, Compare, and Approve" Documents course from DSU to learn all about DocuSign Negotiate for Salesforce.
Send your Document for Signature
With your approvals finalised, you’re now ready to send your document for signature.
Review how to send, sign, and manage all your DocuSign for Salesforce envelopes with our "DocuSign + Salesforce: Gen, Negotiate, and eSignature" learning plan.
Enable your Users
Congratulations! You're now ready to start creating, approving and sending your documents with DocuSign Gen and DocuSign Negotiate for Salesforce.
Best Practice
Add at least one additional Admin to your account in case you're ever out of the office. We recommend sharing this checklist and the links below with any additional admins and all your users to help them get started with DocuSign Gen for Salesforce.
Gen Self-Paced Learning
Explore additional resource for Gen and Negotiate in DocuSign University.