Docusign Integration Requirements
Hello all!
I am building an app using Smart Sheets and will need to integrate it with Docusign. I am not able to find which version of Docusign to purchase. I've downloaded a free trial to test but when I attempt to login it, I don't get connected.
Can anyone address my question or point me in the right direction?
Thanks,
Mike
Comments
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Hi Mike,
All versions of Docusign works.
Where are you when it won't connect? What error message do you get?
I hope this helps you!
Best,
Andrée Starå - Workflow Consultant / Get Done
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E: andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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This is HUGE help!
Thank you Andree! Really appreciate it.
Have a great day.
Mike
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Happy to help!
Best,
Andrée
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E: andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Hi Mike,
Note that you'll need DocuSign Business Pro if you want to auto-populate cells that reside in Smartsheet into DocuSign. Once your free trial of DocuSign runs out, you'll need Business Pro for this functionality.
Ed
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On the Smartsheet Labs sign in page for Docusign- cannot seem to login. It keeps on saying Authentication failed- tried my email and the API username.
I can log into Docusign no problem on their site.
