Pricefx Classic UI is no longer supported. It has been replaced by Pricefx Unity UI.

 

E-Signature

Owned by Jana Volencová
Jun 17, 2022
3 min read

Allows you to configure connection to an electronic signature system. Currently, Pricefx supports only DocuSign.

Once configured, users will be able to export documents (Quotes, Agreements/Promotions, Rebate Agreements) from Pricefx and send them via the e-signature system to other people. In the UI, there is an E-Signature button on the document detail page. When you click it, a PDF is exported and the e-signing process is triggered in the e-signature system. Email notification is sent to the user concerned (the message template is customizable).

DocuSign Settings

First you must configure the connection between Pricefx and DocuSign:

  1. The prerequisite is to have an account in DocuSign (paid 3rd-party service).
  2. On the DocuSign website, go to Administration > Integrations > API and Keys.
  3. In the My Apps / Integrator Keys section, click on the Integrator Key line.
  4. Copy and paste the Integrator Key and the Secret Key to a text editor (e.g., Notepad).
  5. Enter a Redirect URI – a Pricefx URI that DocuSign calls back with a token after successful authentication.

    Before you are authenticated, the URI is displayed on the Pricefx Configuration > External Systems > E-signature page:

    Copy and paste it to the Redirect URIs field on the DocuSign page.
  6. In Pricefx, go to Configuration > External Systems > E-signature.
  7. Paste the Integrator Key to the API Secret field and the Secret Key to the API Key field.
  8. Click Authenticate. Sign in to DocuSign and accept the permission request by Pricefx.

    A security token is then obtained from DocuSign and Pricefx is authorized.
    Note: If your browser blocks pop-up windows, click Authentication Link: Open to log in to DocuSign and accept the permissions.

(warning) Every project, before it can be verified that the integration works fine, starts in the DocuSign sandbox (with a developer sandbox account). In Pricefx, you have to state in the Advanced Configuration Options that you are using the sandbox by adding the 'ESignatureUseSandbox' property. Please do not modify the other e-signature properties.

PDF Template

You must define a PDF template suitable for export to DocuSign. It must contain placeholders (anchors) where the signatures and dates will be placed.

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