Overview

Spendflo's DocuSign integration feature revolutionizes the management of your electronic signature licenses by consolidating all your licensing information in one central location. Spendflo seamlessly connects with DocuSign, providing direct access to license details and usage data within the Spendflo platform. With this integration, you not only gain visibility into DocuSign licensing but also the ability to perform specific license-related actions from within the Spendflo app. This article will guide you through the integration's use case and the straightforward setup process, empowering you to optimize your DocuSign license management effortlessly.

Pre-requisites

• DocuSign Administrator Role Required: To establish and manage the integration, users must have Docusign administrator privileges.

Features

Identify Inactive users: Utilize Spendflo's Calendly integration to generate a detailed user activity report under Settings -> “Licenses” to identify inactive licenses. 

Reclaim & Downgrade licenses: You can reclaim & downgrade inactive licenses in a single click within Spendflo under the License page.

Negotiate Favorable Pricing: Spendflo equips you with valuable data and reports to empower you during negotiations with Calendly.

Permissions

The following permissions are used for the integration with DocuSign :-

signature

openid

Steps to Install the Integration

1.  Navigate to the Spendflo Integrations Page (Settings > Integration > Available Apps)

2. Navigate to DocuSign under the Product section within the Available Apps. Click Connect to start the Integration. Ensure to be logged in to your DocuSign account. 

3. In a new window you will be given the option to connect using OAuth 2.0. Click Connect to complete integration.

4.  Integration is successful. You will be able to find the DocuSign Integration under the 'Connected Apps'.

Now that you have integrated with DocuSign, click here to see how you can best use the features.