Getting Started

Welcome

Tell us how you plan to use DocuSign for Salesforce.

DocuSign Gen Only

I plan to use DocuSign for Salesforce to:

  • Generate custom agreements
  • Send documents for signature
Gen Checklist

DocuSign Gen + Negotiate

I plan to use DocuSign for Salesforce to:

  • Send agreements for review or approval
  • Generate custom agreements
  • Send documents for signature
Gen + Negotiate Checklist
Getting Started Checklist