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Docusign Integration for Frappe ERPNext

Seamlessly integrate Docusign with Frappe ERPNext to enable secure, automated digital document signing directly within your ERP system.

GitHub Website

Frappe ERPNext

Docusign Integration for Frappe ERPNext is a custom-built app that connects your ERPNext system with the Docusign API. It allows users to generate, send, and manage digitally signed documents directly within the ERP, improving compliance, speed, and reducing manual workflows.

✨ Features

  • 🔐 OAuth2-based secure Docusign login
  • 📤 Send documents for signature from ERPNext
  • 🔄 Webhook-driven status tracking
  • 📁 Automatically store signed documents and audit trails
  • 🧩 Easy setup via ERPNext UI
  • ✅ Supports Frappe v13, v14, v15

📦 Installation

ERPNext version 13, 14, or 15 is required.

1. Get the App

bench get-app --branch [branch-name] https://github.com/Sonupandit9693/Docusign-integration.git

2. Install the App

bench --site [your-site-name] install-app dsc_erpnext

3. Configure in ERPNext

Go to Docusign Settings and fill in:

  • Client ID
  • Secret Key
  • Account ID
  • Base Path
  • Redirect URI
  • Server URL

🔑 Docusign Developer Setup

To connect with Docusign:

  1. Create an app in the Docusign developer portal
  2. Generate:
    • Integration Key
    • Secret Key
    • Redirect URI: 
      https://<your-domain>/api/method/dsc_erpnext.dsc_api.auth_login
  3. Configure webhook for document status: 
    https://<your-domain>/api/method/dsc_erpnext.dsc_api.sign_document

Screenshots are available in the GitHub repo for each setup step.

🔧 Document Flow in ERPNext

  1. Navigate to Digital Signature Document.
  2. Select a doctype like Sales Invoice or Purchase Order.
  3. Add document, assign signer email and role.
  4. Click the DSC 1 button to send for signature.
  5. Track signing progress and retrieve final documents within ERPNext.

📁 Signed Document Management

Once signing is complete:

  • The document is updated with signed files and certificate attachments
  • Signing metadata is saved in a child table
  • Status is updated via webhook

🚀 Benefits

  • Zero manual effort for printing/signing/scanning
  • Works for multiple document types
  • Easy integration for ERP workflows (Sales, Purchase, HR, etc.)
  • Built using secure industry standards (OAuth2, JWT)

🔗 Links

Built by Sonu Kumar to modernize ERP workflows through trusted digital signatures.