Docusign Integration Requirements

05/02/18 Edited 12/09/19

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

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    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 PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • This is HUGE help!

    Thank you Andree!  Really appreciate it.  

    Have a great day.

    Mike

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Happy to help!

    Best,

    Andrée

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • 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

  • 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. 

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