DocuSign Native Integration

Using DocuSign with Insightly: A Complete Guide

The DocuSign integration in Insightly enables users to seamlessly send quotes for signature directly from the CRM. This guide walks you through the functionality, setup, and workflow, ensuring you can effectively manage document signing with minimal effort.

General Functionality

• Request Signatures for Quotes: Add signature requests directly to Insightly-generated quote PDFs.

• Status Updates: Monitor envelope progress in Insightly, with statuses like Sent, Delivered, and Signed automatically updated.

• Pre-Built Templates: Use existing quote templates to generate documents for signature.

• Validation: Ensure all required fields, such as recipient email, are populated before sending documents.

• Persistent Login: Authenticate with DocuSign once, and remain logged in for up to 30 days.

Authentication / Login

DocuSign integration can be installed and enabled via System Settings by an Admin user via the “System Settings > Integrations” page.

Once the DocuSign integration is installed, you can authenticate your DocuSign account within Insightly. You can do this when sending a quote via DocuSign for the first time.

DocuSign Login via Insightly Quote

1. Request Signature: Click the Request Signature button on a quote.

2. DocuSign Login: The first time you send a document, you will be prompted to log in to your DocuSign account.

3. Grant Permissions: During login, grant Insightly the necessary permissions to send envelopes and retrieve status updates from DocuSign.

4. Persistent Authentication: Once authenticated, your login remains active for 30 days. You won’t need to log in again unless your session expires.

Creating an Insightly Quote PDF

A quote PDF is required to use the DocuSign integration. Follow these steps:

1. Navigate to an Opportunity and click the “Related” tab. 

2. Scroll to the “Quotes” section and click “New Quote”.

3. Ensure all relevant fields are completed, especially the selected Contact’s email address.

4. Click “Create Quote PDF” and select an Insightly Document Template from the options provided.

5. The generated PDF will appear in the Related Items section under Quote PDFs.

   
   

   Note: Ensure the recipient is an existing Contact and has a valid email address, or the signature request will not proceed.

Sending an Insightly Quote via DocuSign

1. Navigate to a quote with a generated PDF.

2. Click the Request Signature button, either on the quote detail page, the “Actions” menu in the Quotes List View, or in the Related Items section under Quote PDFs.

3. Verify recipient details in the modal that appears:

   • Ensure the recipient has a valid email address.

   • Add or update the Contact’s details as needed.

4. Click Send Document.

5. Insightly will send the document via DocuSign, and the status will update to Sent.

Note: Only the most recently created quote PDF will be sent to the recipient.