The DocuSign for Anaplan integration is only available to Professional and Enterprise customers.
The integration enables you to email DocuSign documents populated with Anaplan data. You can quickly send documents to multiple recipients, track signatures, and view progress in real-time. You need a DocuSign Business Pro or higher level account to proceed.
There are five stages to set up a DocuSign Anaplan integration:
- Create an envelope to set your data's module and view, and determine which DocuSign template to apply.
- Create a workflow to specify document recipients and whether to track signature status within Anaplan.
- Preview your envelope to ensure it is set up correctly before you send it. For example, are the email addresses correct?
- Send the envelope to the recipients defined in your workflow. They receive a DocuSign email with a link for them to view or sign.
- Track the envelope (optional from workflow step) to check signature status.