Docusign Tags
When a Quote document is sent for e-signature through Docusign, MonetizeNow supports adding special tags to the document so that Docusign can replace these tags with the corresponding information from the Quote. This provides flexibility to transfer information that is filled by the sales rep while building a Quote to documents like MSA (Master Services Agreement) and SOW (Statement of Work).
As an example, if you want to include a signature block in the Master Services Agreement (MSA) you can include the following tag "/mE1s/" _in the MSA (see the list below for all the tags) which Docusign will interpret as a signature required by the first external signing contact. Similarly, for requesting signature for internal signing contact, "/mI1s/"_ tag can be used.
Naming Convention
- Tags start and end with '/'
- Objects are represented with uppercase letters e.g, Quotes are referred as "Q", Internal Contacts are referred as "I"
- Fields are denoted with lowercase letters. e.g., Title is referred as "t". Email is referred as "e"
Tag color
Docusign doesn't exactly replace the tag but instead only substitutes the tag with its corresponding meaning. As such, it is important for the tag color to match the background color of the document (typically white), otherwise the tag will also be visible along with its substituted value.
List of supported tags
| Tag | Mapped Field | Description |
|---|---|---|
| /mQsd/ | quote.startDate or quote.amendmentDate | Start Date of the agreement |
| /mI1s/ | Internal 1 Signing Contact Signature | Signature of the first internal signing contact. |
| /mI1t/ | Internal 1 Signing Contact Title | Title of the first internal signing contact |
| /mI1e/ | Internal 1 Signing Contact Email | Email address of the first internal signing contact. |
| /mI1d/ | Internal 1 Signing Contact Signing Date | Date when the first internal signing contact signs the document. |
| /mI1n/ | Internal 1 Signing Contact Name | Name of the first internal signing contact. |
| /mIcn/ | Internal Signing Company Name (config.company.name) | The name of the internal company. |
| /mE1s/ | External 1 Signing Contact Signature | Signature of the first external signing contact |
| /mE1t/ | External 1 Signing Contact Title | Title of the first external signing contact. |
| /mE1e/ | External 1 Signing Contact Email | Email address of the first external signing contact. |
| /mEcn/ | External Company Name (Account.name) | The name of the external company. |
| /mE1d/ | External 1 Signing Contact Signing Date | Date when the first external signing contact signs the document. |
| /mE1n/ | External 1 Signing Contact Name | Name of the first external signing contact |
Optional Fields:
Tags like /mEt1/, /mEt2/, ..., /mEt20/ allow external users to provide optional text input. These fields are not mandatory to complete the signing process.
Required Fields:
`Tags like /mEtr1/, /mEtr2/, ..., /mEtr20/ enforce mandatory input from external users. The signing process cannot proceed unless these fields are completed.
Example
If you would like to include a signature block for both internal and external signers, you would include the following tags in your document.
/mIcn/ :
Name: /mI1n/
Signature: /mI1s/
/mEcn/ :
Name: /mEI1n/
Signature: /mE1s/
Updated 5 days ago