FAQs

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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

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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).

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How do I set the user name from which Docusign emails will be sent?

The username will be the name on the admin on the Docusign account. Let's say "John Doe" is the name on the Docusign admin account, your prospects will see Docusign emails coming from "John Doe via Docusign".

We recommend changing the name on the Docusign account to your company name. For example if your company name is "Acme, Inc." you may want to change the Docusign admin account name to "Acme" and now your prospects will Docusign emails coming from "Acme via Docusign".

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Can I add additional users (Cc) who can receive the DocuSign?

Yes, you can add it. See the image below.

• If "Send to the Esigner from the prospect first" is selected, the quote will first be emailed to your prospect. Upon their signature, the quote will then be emailed to the esigner of your company.
• If "Send the signer from your company first" is selected, the quote will first be emailed to your company's esigner. Once they have signed, the quote will then be sent to the esigner of the prospect's company.
• If "Send to both contacts at the same time" is selected, both parties will receive the email to sign the quote simultaneously.

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Can I change the order in which the internal and external signers receive the document?

Yes, it is possible to do that. See the image below.

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Can the receiver of DocuSign reassign signing privileges to someone else?

Under development.

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Can I see who has signed the document so far?

Under development

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I am being told that Docusign was not received. What can I do?

Currently the only way to do that is to retract the esign and reinitiate the process. This would imply that anyone who has already esigned the document, they will have to sign it again. To retract the esign,

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What if a customer signs the quote manually, outside of DocuSign?

Sometimes, your customer won’t follow the expected digital signing flow. Even if you sent a quote via DocuSign through MonetizeNow, they might download it, sign it offline or through another eSignature tool, and send it back to you.

The good news? You can still manage billing and downstream actions from inside MonetizeNow, without losing the workflow or having to start from scratch. Here’s how to process this situation step-by-step,

1. Open the Quote in MonetizeNow: Navigate to the quote that was sent out via DocuSign.
2. Retract the eSignature Request: Click the three-dot menu on the quote screen and select “Retract eSign.”
   • This cancels the DocuSign signature request but keeps the quote intact.
3. Edit the Quote Configuration: Enter Edit Mode and toggle off the “eSign Required” option.
4. Re-submit the Quote (without eSign): Click Send. Since eSign is now off, this step will not re-trigger any email or eSign flow.
   • It simply marks the quote as sent in the system.
5. Manually Accept the Quote: Click Accept on the quote. This is an essential step that updates the quote’s status and enables billing.
   • In the popup that appears, add a short note, something like
     “Customer signed the quote outside of DocuSign. See attached.”
   • Use the attachment option to upload the signed PDF or relevant file
6. Billing Workflow Continues Normally: Once accepted, the quote will trigger contract creation, billing, and invoicing as usual, just as if it were signed through the official eSign flow.

Here's a quick video walk through of the process