To allow a CRM user to select a template from docusign, I created a table to store the template name and unique template ID, when adding a template record to this table I am checking Docusign for all templates and populating a drop down. I created this table, because I then also have field mappings table. Anyway, to get the list of templates in CRM I make a call to docusign templates: (HttpWebRequest)WebRequest.Create(urlbase + "/templates"); I create a json object with the results and get the template name and id which i populate a selection field with:

(string)result["envelopeTemplates"][i]["templateId"]

(string)result["envelopeTemplates"][i]["name"]

So when on a person record in CRM who has an email address, they can select a button to send a docusign template, which displays a drop down of the templates. They select one and press a send button. Sending creates a json object with template id and other values such as send status, and then an envelope is created with the json data.

I have a client interested in incorporating DocuSign into our custom Quoting solution built with classic ASP using standard Sage CRM metadata objects.  Let me know if this is something you might be interested in working on.  Thanks.

We have actually written docusign integration that works with merge fields into docusign templates and the filled out document is automatically stored back into CRM.

Hi Daniel,

Would your customisation work with custom entities? We have a customer looking to send a document to a customer for them to sign, but all the data is coming from a custom entity linked to company. 

As far as I am aware yes. We can arrange a demo for you if you would like.

A Yes is good enough for me at the moment :), just waiting on more info from the customer at this time but wanted to make sure we had something we can go back to them with on this topic. No doubt will speak to you later on it. 

A Yes is good enough for me at the moment :), just waiting on more info from the customer at this time but wanted to make sure we had something we can go back to them with on this topic. No doubt will speak to you later on it.