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Salesforce DocuSign Contract Workflow

Freelancer

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event发布于 2026年10月09日 · verified我们于 2026年10月09日 确认该职位仍然有效

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£ 36 (每个项目)

职位介绍

I need a developer who can fully connect DocuSign with my Salesforce org so that sales contracts move from quote to signed agreement without manual handling. The focus is on streamlining contract management: opportunities should trigger a DocuSign envelope, route it to the right signers, then update status, dates, and attachments back on the opportunity record the moment the document is completed. All documents involved are sales contracts only, so the flow can stay lean and centered on standard Opportunity, Quote, and Contract objects. On the Visualforce side, I want a clean page (or an improvement to an existing one, if that is faster) that lets the sales team generate the contract, preview it, and kick off the e-signature process in one click. The page must handle document creation, merge the correct data, and call the DocuSign REST API behind the scenes. Once signed, the same page (or a refresh of it) should display the final PDF and signing details. Key requirements you should hit: • DocuSign API connection set up with OAuth and configured in Named Credentials • Apex classes or Flows that create, send, and track envelopes, writing status updates back to Opportunity and Contract fields • Visualforce (or Lightning component if you strongly prefer) that generates the contract, launches the envelope, and shows real-time status • Thorough testing in a sandbox and deployment steps documented for production If you have handled DocuSign–Salesforce installs before and can demonstrate solid Apex and Visualforce skills, let’s talk timelines and milestones.

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