DocuSign and custom integration

Recently I run into requirement to develop custom integration electronic signature SaaS solution within Salesforce platform ( This was due to problems with installation of DocuSign package from AppExchange.

This article describes main concepts to do that.

SFDC design:
On the Salesforce side – I will use a custom object called Document that will represent any DocuSignable object (contract / offer / purchase order) in the environment. Document object will have special fields to store: EnvelopeID – string with Unique envelope ID granted by DocuSign and envelope Status that will contain status of the DocuSign signature process.

Outbound communication:
Salesforce will connect with DocuSign via REST API.

Inbound communication:
DocuSign will use standard functionality called: Connect. It will send status updates to Salesforce public (to avoid logging into Salesforce with OAuth) web service.

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