DocuSign
Which version of DocuSign should I get for integration with MonetnizeNow?
MonetizeNow requires the DocuSign Connect feature which enables APIs on your plan.
As a result, we recommend,
- The BusinessPro plan if you need an account for the API and less than 20 team members
- The Developer plan if you need an account for the API and more than 20 team members
How many user licenses do I need?
Just one license is needed, however, it needs to be the one with DocuSign Connect (which enables the API feature).
How do I set the user name from which DocuSign emails will be sent?
Can I add additional users (Cc) who can receive the DocuSign?
Under development
Can the receiver of DocuSign reassign signing privileges to someone else?
Under development.
Can I see who has signed the DocuSign so far?
Under development
I am being told that DocuSign was not received. Can I resend or remind it?
Resending a DocuSign is just 1-click. Simply click the 3-Dots Settings Icon, followed by "Retract Esign". From here you are free to re-send the Quote via DocuSign. Note that while reminder email settings can be configured directly in DocuSign, the best practice we recommend is to retract and resend a new DocuSign envelope to resent the expiry and ensure it is always up-to-date.
Updated 5 months ago