DocuSign Workflow - Tedious and Overcomplicated?

  • 22 March 2022
  • 0 replies

Userlevel 2

We are currently using the DocuSign integration, however, we find the workflow and click requirements to be extremely tedious and excessive. We are using it to send out rental contracts (through the Sales Order screen and form) to be signed by our customers. The form we send to be signed changes very little between customers, yet we still have to manually edit every form being sent through DocuSign to place the signature lines and initial lines on the document. There is apparently no way to create a template? It takes as long, or longer in some cases, to prepare the DocuSign document than it does to prepare the Sales Order. It should take almost no clicks or time to prepare the document for signature. It should be, at most, a toggle button to say “Send DocuSign” or “Require Signature” or something along those lines. 

A copy of the “signed” document does NOT get attached to the Sales Order automatically and there is no way to track the DocuSign envelope status from within Acumatica. 

It appears that Acumatica email templates are not used at all when sending a form through DocuSign. 

All of this adds duplicate work and data entry to the workflow instead of making it easier and faster. 

DocuSign has been very unhelpful. They claim to know nothing about how their product integrates with Acumatica’s workflows. 

Does anyone know how to integrate DocuSign with Acumatica better? it appears to be a bare minimum connection with very little true “integration” in my opinion. Or maybe I am missing something major? 

Does anyone know of a contact at Acumatica who knows the DocuSign integration inside and out?

0 replies

Be the first to reply!


About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2023  Acumatica, Inc. All rights reserved