When running a consignment store, it's essential that you have a record of agreements made with consignors, but keeping track of paper contracts can quickly get disorganized. By integrating ConsignCloud with DocuSign you can ensure that you have an accurate contract on file for any account when accepting inventory and quickly refer to this contract in the future.
Our DocuSign integration allows you to send contracts to your consignors via an integrated DocuSign account. You will need to create your own DocuSign account to integrate.
Go to the apps page, turn on the DocuSign app and open its settings. This will prompt you to log in to your DocuSign account and give ConsignCloud access. After that, you will be directed back to ConsignCloud where you can see your DocuSign settings.
Building Your Template
If you don't yet have any templates on your DocuSign account you'll need to create one. Go over to DocuSign and create a new template, then upload a PDF of your consignor agreement. We have a sample agreement you can look at when building yours.
Once you've uploaded your agreement, be sure to give a role to the first recipient on the template. I'll call mine "Consignor." Leave the recipient's name and email blank, since ConsignCloud will fill these in when you send the agreement. Press the "Next" button at the bottom right.
You will now be looking at your consignor agreement document. If you press the custom fields icon on the very left of the editor, you'll see that ConsignCloud has created some custom fields for you. Any of these fields you decide to use will be automatically populated by ConsignCloud when you send a contract for signing.
If the fields are grayed out, you need to go back and add a recipient to the template. Otherwise, you can drag fields that you want to be pre-filled with consignor attributes onto your document. Also be sure to add a signature field and any other fields you want on your contract. This is my contract, with a signature field, a date field, and custom fields for the consignor's name, email address, phone number and physical address:
Press "Save and Close." Now, go back to ConsignCloud's DocuSign settings and reload the page. Select the template and recipient role you just created and press "Save Settings."
Sending a Contract
To send a contract, go to a consignor's account page. Press the three-dot menu and select "Request DocuSign Signature." Your consignor will receive a copy of your template with their information pre-filled. ConsignCloud will show an up-to-date status for the document on the consignor's page. You can also see this information in the account table.
If you need to resend the contract, open it in DocuSign by pressing the "Sent on DocuSign" link and resend it there. You can also manually mark a consignor as having signed a contract if they didn't sign it on DocuSign, but instead signed some other way. Just edit the account and toggle on "Signed Consignor Contract."
Now that you've integrated DocuSign, you'll get a confirmation if you try to add an item to an account that hasn't been sent a contract on DocuSign or hasn't been marked as having signed a contract. You can turn this setting off in ConsignCloud's DocuSign settings.
A small warning will also be displayed if the account hasn't yet signed a contract, even if it was already sent.