📝 How to Check DocuSign Status in Salesforce

📝 How to Check DocuSign Status in Salesforce

You can easily track the progress of your client’s DocuSign envelope right from Salesforce. Here’s what each stage means:

1. No Status Displayed  
   ➤ No DocuSign envelope has been sent yet. 
   
2. DocuSign Deployed to Client  
   ➤ The Opportunity is Closed Won, and the DocuSign agreement has been sent to the client. 
   
3. Client Viewed the Documents  
   ➤ The client has opened and reviewed the DocuSign email but has not yet signed. 
   
4. Client Signed & Completed  
   ➤ The client has signed the agreement, the signed documents have been returned, and the process is now complete. 
   

5. Voided or Expired Status 
   ➤ Expired: The client didn’t sign within 30 days, and the envelope has automatically expired. 
   ➤ Voided: There were changes made to the client’s original agreement, and the envelope was intentionally voided.
    

   📎 Also See: How to Resend DocuSign to a Client
   How to Resend a DocuSign Agreement