Salesforce - Drop Box Sign (Hello Sign) Integration

Salesforce Integration with Drop Box (HelloSign)

Hello friends,

Drop Box Sign (formerly known as Hello Sign) is an e-Signature solution application which lets you send, sign, and store important documents in one seamless workflow.

In this article I am going to demonstrate how you can reuse this solution within Salesforce by integrating the Hello Sign. 

The use case:

A salesforce user want to send the contract document to the client from the Account record and expects client to e-signature it. After client signs the document the signed copy should automatically get attached to the Account record that triggered the signature process.  

Solution Design:

Install the required managed package of HelloSign. Then connect your HelloSign Account with Salesforce. Add HelloSign provided button on Account Page layout. Assign the necessary permission provided by HelloSign to the salesforce User to provide access to the HelloSign solution. Define your template of the contract document. Start using the solution.

Follow the below steps to achieve the solution in Salesforce to satisfy the above use case. 

Admin:

1. First step is to install the HelloSign application in the Salesforce. If you don't have HelloSign managed package/application already installed then you can install it from App Exchange. If you are not sure that you have selected the right package in App Exchange then you can locate the same application/package by login to your HelloSign account. Log in to your HelloSign account and go to the Integration section as shown in the below picture. Click the "More Info" button against the option "Dropbox Sign for Salesforce". Follow the required steps and install the package in Salesforce.
   
2. After you install the application, open the application as shown in below screen.
   
   
   
3. HelloSign application is opened. Click the "HelloSign Settings" tab. You need to first connect with your Hello Sign account. Click the "CONNECT" button.  
   
   
   
4. Allow the required access 
5. Enter the user id and password of your HelloSign account 
   
   
   
6. Click the "Grant" button 
   
   
   
7. Connection is successful. Close the pop up. 
   
   
   
   
   
   
8. In next step we would add Hello Sign button on the Account page. Click on the Account 
   
   
    
9. Locate the required Account Page layout. Search Hello Sign button and add it in the "Mobile and Lightning Actions" section. Save the changes. 
   
   
   
10. Next we will add related list on the page layout. Under the "Related List" search "HelloSign Signature Requests". Drag and drop it in your page layout. Save the changes and close the page layouts settings. 
    
    
    
11. In next step we will provide the required access to the user to access the application and Hello Sign solution feature. On the "HelloSign Settings" tab and click the "Standard Users". A permission set provided by HelloSign package will appear. Assign the required user to this Permission set. 
    
    
    
12. In next step we will create a template of contract document which need to be sent and get e-sign by customer. Go back to the HelloSign Application and click the "HelloSign Templates" tab. Click the "New" button. 
    
    
    
    
13. A multistep screen will appear. Enter the required Template Name. Select the Source Object as "Account" and Delivery as "Request via Email". Click "Next"
    
    
    
14. Upload the document file to be considered as template for future signature requests. Click "Next".
    
    
    
15. Add the recipient placeholder. Select the Type as Manual and add the placeholder name and email address. This placeholder information will be again filled up by Salesforce user when they start using this template. So for the template it is kept as placeholder information instead of real information. Click "Next".
    
    
    
16. Merge Fields - Select the Account fields which you want to prepopulate on the document from Account record. Click "Next". 
    
    
    
17. Add a message for the recipient. This message will be sent to the recipient when they receive a request for e-signature through email. Click "Prepare Document".
    
    
    
18. Prepare Document - Drag and drop the fields to be filled by signer. Drag and drop the Signature field and auto signed date field to be signed by signer. Notice that the fields to be filled by signer are in some uniform color. 
    
    
    
19. Change the Signer dropdown and select Sender. Drag and Drop the Textbox field. From the right side panel choose the field which should get populated from Account record. 
    
    
    
20. Click Continue and publish the template. 
    
    
    

 User:

1. Go to the required Account record and locate the "Use HelloSign" button. Click the "Use HelloSign" button 
   
   
   
2. Select the required Template which was created by Admin in above steps and click "Start" button. 
   
   
   
3. Enter the customer name and email address in place of placeholder. Click "Preview Document". 
   
   
   
4. A document gets opened in the preview mode. HelloSign displays you the tools to modify the fields. Any modifications done here are applied to this instance only and are not applied to the Template. Click "Send" button. 
   
   
   
5. The customer should receive an email requesting for their e-signature.
6. You can notice on the Account record, an entry is added in the "HelloSign Signature Requests" related field. This record is sort of a tracking record. Initially it will show the "Awaiting Signature" status. 
   
   
    
   
   
   

Customer:

1. Customer should receive an email. Customer clicks the "REVIEW & SIGN" button in the email. A document gets open for filling the fields and e-signature. 
   
   
    
2. Fill up the required fields and sign the document. 
   
   
   
   
   
   
3. Once all required fields are filled up and signature/s are done then click Continue button. 
4. The signature process is completed and the customer should receive a signed copy in another email. Please note that your email settings may send the next email in Junk email. Please keep watch on Junk Email folder as well. 

User:

1. Go to the required Account record and check the HelloSign Request related entry. The status should get changed to "Signature Completed" 
2. If the customer did not sign the document yet then the user can send reminder for the signature by clicking the "Send Reminder" button.
3. The signed copy is attached automatically to the Account record.