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#892 - Unable to setup integration
I attempted to setup the integration on a demo system of 7.2.2.1 but found that I couldn't get the integration to work. I had to get technical staff to fixed to modules that were installed as I was unable to access the configuration section. I then entered my DocuSign login details and attempted to send a Quote via DocuSign. Unfortunately the drawer came down as expected, but the system would not progress past the loading stage.
11 years ago
What happened at that point? Did the page reload or did something else happen?
Also, what kind of DocuSign plan was being used? We are aware of issues with certain ones.
11 years ago
I left it 5 minutes and it had not progressed beyond this point. I am not sure about DocuSign as I am not the administrator. Would you be able to provide a list of DocuSign plans that do not work with the integration, so I can get this checked.
11 years ago
Business or Enterprise is what Docusign told us. Not sure why that limitation exists, but we are working to assess that.
11 years ago
Thanks for informing me of this. Please can you keep us up to date regarding this issue.