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EchoSign / NetSuite / Custom Contract Generation Portal Integration

edited Dec 6, 2019 2:37PM in General

We are about to embark on a rollout of EchoSign within our environment.  We are using NetSuite and a number of custom built “portals” and a custom built backend administration system.

We will generate EchoSign contracts in our portals.  We want visibility of these contracts in NetSuite (ie. attached to specific customers in NetSuite).  We also want the normal EchoSign API App functionality in NetSuite.

Roughly speaking, how do we go about getting visibility of the EchoSign contracts (generated from our portals) in NetSuite?

As I understand it (newbie), the only sure way to get the visibility AND functionality of EchoSign in NetSuite is to generate the contract in NetSuite.

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