Docusign

Our DocuSign integration enables teams to automate the generation, routing, and signing of quotes, SOWs, MSAs, and custom agreements, seamlessly from within the platform. By embedding e-signature capabilities directly into your quoting workflows, MonetizeNow eliminates friction between sales closure and customer commitment.

This integration supports secure authentication, intelligent document delivery, and real-time signature tracking. Once configured, your team can send documents for signature with a click, track signing status within MonetizeNow, and access signed contracts, all without toggling between systems.

But the real value lies in how this integration aligns with modern deal cycles:

• No more disconnected document handling
• No more email delays for signature follow-ups
• No more manual uploads of signed paperwork

DocuSign meets you where the deal lives: inside MonetizeNow.

Once connected, MonetizeNow handles document delivery, tracks envelope status, and syncs signed copies back into the quote or contract object, giving your team an end-to-end signature workflow powered by DocuSign.

Integration Overview

MonetizeNow <> DocuSign integration supports:

• Secure connection using HMAC + OAuth-based authentication
• Sandbox and Production environments
• Document delivery via a specified Admin user
• Automated status sync for signed documents
• Support for tag-based dynamic field placement in uploaded PDFs

DocuSign Configuration Guide

Before enabling e-signature workflows, there are a few foundational pieces you’ll need in place.

Prerequisites

Before you begin, ensure you have access to the following information from your DocuSign account:

Note: If you are missing access to any of the above fields, reach out to your organization’s DocuSign Admin to retrieve them.

Configuration Steps

1. Log in to MonetizeNow and navigate to Settings >> eSign.
2. Click the Connect button in the “Connect to DocuSign” module.
3. You’ll be prompted to enter the four required fields listed above.

Use the following reference to locate each required value in your DocuSign account:

4. Once all fields are entered, click Connect.
5. You will be redirected to DocuSign to authorize the connection using the provided user account.
6. After approval, the connection will be active and ready for use.

Video: How to set up Docusign with MonetizeNow

Sending Documents for Signature

Once the integration is successfully connected, you can begin sending documents for e-signature directly from within MonetizeNow. The signature workflow is designed to fit naturally into the quoting and contracting processes, while keeping control with your team.

This section outlines the steps to send a document, what happens behind the scenes, and what to expect post-signature.

The process to send a document for signature begins from the quote or contract view:

1. Open the quote or agreement record.
2. Click Send for Signature.
3. Select signers and configure the routing order if required.
4. Review the document preview and ensure the correct version is selected.
5. Click Send.

At this point, MonetizeNow creates a DocuSign envelope in the background and triggers delivery to the specified recipient(s).

What happens after sending

Once the envelope is created:

• DocuSign sends the document to the selected recipients for signing.
• Each signer receives an email from DocuSign with a secure link to review and sign the document.
• The envelope remains tracked within MonetizeNow, with its current status displayed in the quote or contract view.

Statuses include: Sent, Viewed, Completed, Declined, Voided

You do not need to manage these statuses manually, MonetizeNow syncs them from DocuSign automatically.

Resending and Managing Signatures

If a signer misplaces the DocuSign email or if the document needs to be voided, you can manage the envelope directly within MonetizeNow:

• Resend: Trigger a reminder email from the quote or contract record.
• Void: Cancel the signature request before it is completed.
• Replace signer: Withdraw the original request and resend to the correct party.

Final Document Handling

Once all signatures are collected:

• The signed PDF is attached to the original quote or agreement in MonetizeNow.
• The signature status is updated to Completed.
• Quote stage will now be moved forward for Processing

Envelope Status Sync

Once an envelope is sent through DocuSign, MonetizeNow automatically monitors its progress and reflects changes in real-time. This section explains how status updates are synced, where you can monitor them, and how to troubleshoot common issues if something breaks in the flow.

How Status Sync Works

After a document is sent for signature, MonetizeNow establishes a background connection to the associated DocuSign envelope. This enables:

• Automatic polling and webhook-based updates from DocuSign
• Real-time visibility into document status from within the quote or contract record
• Secure handling of completed signature artifacts (e.g., signed PDFs)

Status changes in DocuSign will appear in MonetizeNow within a short window. No manual refresh is required. You can view envelope status under the quote or agreement section where the signature was initiated.

Admin Visibility

Admins can track signature activity, investigate failures, and review document logs directly in MonetizeNow under:

Settings → Audit Logs → eSign Activity

This section shows timestamped events for each envelope and can help identify when and why a failure occurred.

Error Scenarios and What to Check

For questions related to Docusign, please click here.