---
sourceDocument: Yokohama Sales Customer Relationship Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/yokohama/order-management

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Configure DocuSign for PDF documents

# Configure DocuSign for PDF documents {#ariaid-title1}

Release version: Yokohama  
Updated January 30, 2025  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Quote operations specialists can configure PDF documents to work with Docusign to enable customers to sign PDF documents electronically.
Role required: quote_operations_specialist

## Link quote PDF documents to Docusign {#quote-mgt-configure-docusign-pdf__section_j2y_qkj_b2c}

Sales operation specialists can link quote PDF documents to Docusign so that signers can sign documents electronically. The following links explain how to link PDF documents to Docusign:

* [Docusign eSignature Spoke](https://www.servicenow.com/docs/access?context=docusign-spoke&version=yokohama&pubname=yokohama-integrate-applications&ft:locale=en-US)
* [Set up Docusign eSignature spoke using authorization code grant](https://www.servicenow.com/docs/access?context=setup-docusign-authorization-code&version=yokohama&pubname=yokohama-integrate-applications&ft:locale=en-US)
* [Set up Docusign eSignature spoke using JWT grant](https://www.servicenow.com/docs/access?context=setup-docusign-jwt&version=yokohama&pubname=yokohama-integrate-applications&ft:locale=en-US)
* [Create child aliases for additional Docusign accounts](https://www.servicenow.com/docs/access?context=create-aliases-docusign&version=yokohama&pubname=yokohama-integrate-applications&ft:locale=en-US)
* [Set up a bi-directional webhook for the Docusign eSignature spoke](https://www.servicenow.com/docs/access?context=setup-webhooks-docusign&version=yokohama&pubname=yokohama-integrate-applications&ft:locale=en-US)
* [Synchronize Docusign with ServiceNow](https://www.servicenow.com/docs/access?context=sync-docusign-servicenow&version=yokohama&pubname=yokohama-integrate-applications&ft:locale=en-US)
* [Activate catalog items](https://www.servicenow.com/docs/access?context=activate-docusign-catalog-items&version=yokohama&pubname=yokohama-integrate-applications&ft:locale=en-US)
* [Change the Docusign API version](https://www.servicenow.com/docs/access?context=change-docusign-api-version&version=yokohama&pubname=yokohama-integrate-applications&ft:locale=en-US)
* [How to automate signing requests using templates](https://www.servicenow.com/docs/access?context=automate-docusign-templates&version=yokohama&pubname=yokohama-integrate-applications&ft:locale=en-US)
* [How to automate signing requests using templates](https://www.servicenow.com/docs/access?context=automate-docusign-templates&version=yokohama&pubname=yokohama-integrate-applications&ft:locale=en-US)
* [How to separate Docusign account data](https://www.servicenow.com/docs/access?context=separate-docusign-data&version=yokohama&pubname=yokohama-integrate-applications&ft:locale=en-US)
{#quote-mgt-configure-docusign-pdf__ul_xc5_gm4_5dc}