DocuSign

The Edgewise DocuSign integration enables the ability to both generate new DocuSign "envelopes", as well as link existing envelopes with Edgewise leads and buyers.

Use cases might include:

• Reservation agreements (eg, the Edgewise Reservation process)
• Purchase agreements (eg, the Edgewise "Buy Now" and/or offer process)
• Broker registrations
• Requests for Commission (RFC) and/or Commission Disbursement Authorization (CDA)
• Addendums
• Change orders

Generating New Envelopes

Through the Edgewise DocuSign integration, you can generate DocuSign envelopes right in Edgewise. Certain Edgewise related fields will automatically populate in to your DocuSign envelopes; which reduces human error that can come from copy / paste between systems.

This works by leveraging DocuSign "templates". These templates have blank fields which can be populated from Edgewise. Fields that use the Edgewise naming convention will be auto-populated based on the context of the agreement. For example, when a purchase agreement is being generated from an Edgewise Offer, Edgewise can automatically populate the buyer's name, address, unit name, unit address, and offer price.

Step 1. Create a template in DocuSign

Log into your DocuSign account, and click "Templates" in the top toolbar. Then create a new templates folder with the same name as the Edgewise project.

Then click the "Create Template" button. Name the template anything you like (eg, "Purchase Agreement"), and upload your document (eg, PDF).

Step 2. Add recipients

Edgwise will attempt to pre-populate the name and email of recipients based on their "role" in DocuSign:

• Buyer: the recipient role of Buyer will get the legal name and email of the offer buyer.
• Co-Broker: the recipient role of Co-Broker will get the buyer agent information.

Step 3. Add fields

A template will likely have many blank areas that act as placeholders for fields. You can name these fields anything you like, but only fields named using Edgewise field names will be auto-populated.

To add a field, drag a "Text" field ("Standard Fields") to the correct position. To populate with Edgewise data, click on the field, and select "Data Label". Enter the appropriate field label (see below for supported fields).

Any required fields that aren't auto-populated will result in a "draft" envelope that will require manually populating the missing fields.

Supported Auto-Populated Fields

Once all fields have been added, click "Save and Close".

Step 3. Generate envelope

To generate a DocuSign envelope from within Seller Central, navigate to the lead's page. In the offers panel, you'll see a "Generate Purchase Agreement" button. This will be enabled only if you have added a DocuSign integration and the lead has an accepted offer.

You can choose to generate a draft, or send right away. Either way, the envelope will be automatically linked with the lead for you to keep track of moving forward.

Linking Existing Envelopes

You can also link existing envelopes in DocuSign to specific buyers/leads. You need a folder in your DocuSign account for each project in Edgewise with the exact same name. This prevents agreements for "Project A" showing up as options in "Project B".

1. Create a folder in your DocuSign account with the same name as the project in Edgewise.
2. From the Account dropdown menu, select Organizations.
3. Select your organization and navigate to Settings > Integrations > DocuSign.
4. Install the integration to connect your DocuSign account to Edgewise.
5. Navigate to a specific buyer or lead profile.
6. Select "Add Agreement" and link the lead/buyer's agreement to their profile.