Salesforce User Guide - DocuSign Status

Overview

DocuSign documents are automatically sent out when the product requires the client to complete an agreement for the purchase. You can easily track the progress of your client's DocuSign envelope right from the Salesforce opportunity record.

Who This Is For: All sales reps (not coaches).

System: Salesforce.

Before You Begin

Who receives a DocuSign: Clients who paid via wire or check, or if you processed the client's initial payment via credit card.

Who does not receive a DocuSign: Clients who pay via the checkout link. The checkout link has a built-in terms of service that serves as the equivalent of a DocuSign.

DocuSign Status Stages

Here's what each status on the opportunity record 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 automatically expired.

Voided: Changes were made to the client's original agreement, and the envelope was intentionally voided.

Best Practices

Follow these guidelines every time you check a DocuSign status in Salesforce:

• Confirm whether the client should even have a DocuSign before troubleshooting a missing status (see Before You Begin).
• Check the opportunity record status before contacting the client, so you know exactly where they are in the signing process.
• If a status shows Voided or Expired, resend the DocuSign agreement to the client rather than waiting.

Also See: How to Resend a DocuSign Agreement - helpdesk.tonyrobbins.com

For questions or technical support, please submit a ticket through Zendesk and select Business Operations.