eZSign Features

The app eZSign allows the integration of your Zendesk Sell with your Docusign account, the electronic contract/documents management tool.

Inside each corresponding deal/lead, it is possible to check which envelopes were sent and their status.

The app has two tabs: New and Sent.

In the New tab you have the options to send envelopes in two ways:

Template: in this option, the set up templateson your DocuSign account will be loaded and you can select which one you want to use.

By selecting the template you will be directed to a confirmation screen with the template title and a list of the signers and fields for filling in the subject and body of the email.

After confirming the data and filling in, optionally, the body and subject fields of the email, just click on Send button. The selected envelope is going to be sent to the signers listed in that template.

The deal/lead would be updated with a tag and an internal note with information from the envelope sent and the signers after successful submission.

Document: in this option you can upload one or more documents to send in an envelope.

There is a field for adding participants who need to sign or view the envelope, with name, email, and role - where it can be defined who will be a signer, who will be a carbon copy and who just needs to view the envelope. 

In the feature Customize you have the options to enter the placeholders (field that will link to the signature location, using the marker you create into your document), signature type, access code, and rubric inclusion.

The deal/lead would be updated with a tag and an internal note with information from the envelope sent and the signers after successful submission.

On the Sent tab it will display all the envelopes sent on that deal/lead.

Link Zendesk fields to templates on the DocuSign

You can choose to upload information directly from the deal/lead to be self-populated in the envelope.

For example, if the document requests the recipient’s name and SSN, it is possible to link this information, by simply inserting,  in the reference field on the template,  the name of the field where this information should be fletched within Zendesk. 

It means to say that to complete this link, the items to be filled in the template must have exactly the same label as the corresponding field in the deal/lead.