Add the Quote Document Object to DocuSign
- From your DocuSign account, go to your user profile and select Go toAdmin.
- On the Integrations sidebar, select Connect.
- On the Salesforce connection sidebar, select Actions, and then select Edit.
- On the Salesforce Connect Object page, go to the Connect Objects section. SelectNew Object, and then select Salesforce Object.
- Change the object from inactive to active.
- Set the value of the Select Salesforce Object picklist to Quote Document.
- Set the Object Name to Quote Document.
- Enter a description.