Docusign for NetSuite

Solution Overview

Make agreement processes even more intuitive by connecting your NetSuite system with Docusign. The integration allows all NetSuite users with a Docusign account to send, receive, review and return their signed documents and contracts online. The Docusign API makes it easy to use customized documents and export them into the Prepare page with signature tags in place. Users can create a contract, invoice, estimate, or purchase order in NetSuite ERP or CRM. Once the user clicks "Send", the workflow starts and the activity is tracked in the NetSuite interface.

Key Benefits

Create, commit to, and manage documents in NetSuite

Prepare, send and sign contracts for prospects and stakeholders with NetSuite as the system of record. Sign documents or request signatures all within the NetSuite ecosystem. Completed agreements write back to NetSuite records and merge NetSuite data into a Docusign template, making documents easy to organize. 

Automate the agreement process

Create custom workflows that trigger actions with the click of a button. Configure the right documents to be sent to the right contacts and merge data from NetSuite into a Docusign template. Once the document is signed and completed, it is automatically saved in the NetSuite record to ensure your documents are all in one place. 

Share information and drive consistency across systems

With Docusign CLM, you'll reduce time moving between systems and automate workflows. Share data across systems and eliminate duplicate work. 

Boost compliance and reduce risk

View the full signature history with a complete audit trail. Docusign meets or exceeds US, EU and global security standards that safeguard customer data.

Deploy quickly and easily

The integration is pre-built to work right out of the box with no coding which enables rapid deployment and reduces the risk of integration. 

 

Customer Quote

“Docusign was the only platform that could offer legal, secure electronic signatures for an online process, with deep NetSuite integration—while offering us the control over brand and user experience we sought.”

- Evan Trent, School of Rock

Supported Plans

Docusign for NetSuite is designed to work with Docusign Business and Enterprise accounts. Docusign for NetSuite is optimized for multiple users and advanced Docusign features, and it is not intended to work with Personal, Professional, or Ink versions of the product. Users with any of those types of accounts can use their credentials to sign documents coming from NetSuite, but the connector is only supported for Workgroup and Enterprise subscriptions.