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SuiteWorld October 6 - 9, 2025: Agenda Builder is live!
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Read on for the latest updates including:
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• SuiteWorld On Air registration
• New NetSuite Prompt Studio Contest
• And more!
Check out this thread to learn more!
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Don’t miss your chance to meet our SuiteGurus—NetSuite Support professionals and subject matter experts with extensive experience in select product areas, including OneWorld, Advanced & Basic Accounting, Supply Chain Management, Receivables & Payables, CRM, Account Administration, and the SuiteCloud Platform. Full Conference attendees can prebook exclusive 30-minute one-on-one sessions for your product questions.
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Does anyone have to Log In to NetSuite when sending a DocuSign doc from a NetSuite transaction?
Does anyone else also experience having to click Log In to NetSuite when sending a DocuSign document from inside a NetSuite transaction?
See my replication steps below. I've included my "set up" in case it is part of the problem.
Docusign>Configure> Set Up DocuSign
In my Estimate/Quote transaction, on the DocuSign subtab, DocuSign Envelope Status> Open DocuSign Account Settings
When I click the Quote “Send with DocuSign” button
The system automatically signs me in to DocuSign.
I can set the DocuSign fields necessary. (Screen shot shows still in NetSuite and the DocuSign is the same as the NetSuite Quote 2002 and I am still logged into NetSuite as the Administrator. I am the DocuSign Administrator as well.)
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