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DocuSign signatures on quotes and contracts, with status tracking and the signed document saved back to Lancer.
Category: Digital signatures (“חתימה דיגיטלית”)
Connection: one for the whole organization, admins only

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What it does in Lancer

  • Send quotes and contracts for signature from the client card (Files → Signatures).
  • Status updates arrive through DocuSign Connect, verified with HMAC; the signed document is saved to the client.

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Connect

1

Open the integration

Open Settings → Integrations (“הגדרות” → “אינטגרציות”), at app.lancer-erp.com/app/settings/integrations. Under Digital signatures (“חתימה דיגיטלית”), find DocuSign and click Connect (“חיבור”).
2

Get your credentials

In DocuSign: Settings → Apps & Keys → add an app with an RSA key pair. Copy the integration key, user id and API account id from the same page.
3

Fill in the card and save

Enter the details below and click Save (“שמירה”). Secrets are stored encrypted and never shown again; leave a secret field empty later to keep the stored value.
4

Next

Before the first send, open the consent link shown on the card and approve the app once.
5

Finish

Click Test connection (“בדיקת חיבור”).
Only admins can view and change this connection.

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What you need

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string
The app’s integration key (JWT grant).
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string
The DocuSign user Lancer acts as.
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string
From Apps & Keys.
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string
The app’s RSA key pair’s private key. Stored encrypted.
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string
Verifies every status update. Stored encrypted.
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string
demo (developer sandbox) or production. In the app: “סביבה”.

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Webhook and notify URLs

The exact URL, with your organization’s token in place of <token>, is shown on the card in Lancer. Copy it from there.

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Status callback

Nothing to set: Lancer adds it to every envelope.

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Vendor documentation

DocuSign documentation

The official docs, at developers.docusign.com.