DocuSign is an electronic signature system where you can send a document for an e-signature. To do so, you need to define a publishing template of the DOCX type which contains placeholders (anchors) where the signatures and dates will be placed.
There always have to be two placeholders – one for each of the two signing parties (customer and client). It is recommended to enclose the placeholders within forward slash tags (e.g., /Signature_Company/) so that it is replaced properly in the final document.
-
/*_Company/ are placeholders for a person from the company owning the partition (the current user is filled in).
-
/*_Client/ are placeholders for a person of the other party (a customer selected in a Quote, Agreement/Promotion, Rebate Agreement or Compensation Plan). The person is filled in when the e-signing process is triggered in Pricefx.
The placeholders for signatures in the template must have the specified format. The following options are the only available (within the forward slashes):
/Signature_Company/
..................................
Signed by: /Name_Company/
Date: /Date_Company/
/Signature_Client/
.................................
Signed by: /Name_Client/
Date: /Date_Client/
When the document is exported, the placeholders are displayed with the actual signatures (defined in DocuSign), names and dates.