Manage SOW signers with confidence
Use the Beeline Enterprise Docusign® integration to route finalized Statements of Work (SOWs) for electronic signature and track agreements through the signing process. Understand signer requirements, Signature Page behavior, approved signer-change procedures, and common signing issues so you can help keep SOW approvals moving and ensure completed agreements are returned successfully to Enterprise.
Jump to what you want
Why it matters
- Eliminate manual signature collection and paper-based approval processes.
- Accelerate SOW execution and agreement completion.
- Reduce delays during final approval and contract execution.
- Maintain a secure, auditable record of signing activity.
- Support compliance, governance, and retention requirements.
- Improve visibility into signed agreement processing.
Who it's for
- Program office users
- Project managers
- SOW owners
- Supplier users responsible for executing SOW agreements
How it helps
- Routes finalized SOW agreements electronically through Docusign.
- Supports designated Client Signer and Supplier Signer assignments.
- Appends a ratified Signature Page to completed agreements.
- Returns completed agreements to Enterprise for storage and retrieval.
- Provides access to signed SOW documents directly from Enterprise.
- Supports signer-change procedures and troubleshooting activities.
Availability and setup
- Available for organizations that use the Docusign integration with Services Procurement workflows.
- Requires a connected and configured Docusign account for your organization.
- Supports electronic signature processing for Statements of Work (SOWs) submitted for Final Approval.
- Uses designated Client Signer and Supplier Signer assignments to route agreements for signature.
- Requires the SOW negotiation process and final-approval workflow to be configured before agreements can be sent for signature.
Before you begin
- Verify that the Docusign integration is enabled for Services Procurement.
- Verify that your organization's Docusign account is connected and configured.
- Confirm that the SOW has been finalized and is ready for Final Approval.
Understand the signing process
The Docusign integration supports electronic signature processing during the final stages of the SOW lifecycle.
| Stage | Description |
|---|---|
| SOW preparation | Complete negotiations and designate the Client Signer and Supplier Signer. |
| Final Approval | Submit the finalized SOW for approval and transmission to Docusign. |
| Supplier signature | The Supplier Signer receives and signs the agreement. |
| Client signature | After the supplier signs, the Client Signer receives the agreement. |
| Completion | After all required signatures are collected and verified, the completed agreement is returned to Enterprise. |
Understand signer requirements
The integration supports one Client Signer and one Supplier Signer for each SOW.
| Signer | Responsibility |
|---|---|
| Client Signer | Signs the agreement on behalf of the client organization. |
| Supplier Signer | Signs the agreement on behalf of the supplier organization and signs first. |
Signer permissions
Signer fields remain editable until the SOW reaches Pending Final Approval.
| User type | Client Signer | Supplier Signer |
|---|---|---|
| Client User | Can designate and update | Can't update |
| Supplier User | Can't update | Can designate and update |
| MSP Contributor | Can designate and update | Can designate and update |
Review signer information carefully before submitting the SOW for Final Approval.
- Designated signers are required before an SOW can be sent to Docusign.
- Signer information can be updated until the SOW reaches Pending Final Approval.
- Once the SOW enters the Docusign signing process, signer changes require the SOW to be routed back through the approval process.
- The individuals who sign the agreement must match the designated Client Signer and Supplier Signer identified on the SOW.
Understand signing statuses
| Status | Description |
|---|---|
| Envelope Created | The SOW was submitted for Final Approval and sent to Docusign. |
| Awaiting Supplier Signature | The Supplier Signer was notified and must sign before the agreement can progress. |
| Awaiting Client Signature | The Supplier Signer completed signing and the Client Signer was notified. |
| Completed | All required signatures were collected and verified. |
| Declined | A signer rejected the agreement. |
| Voided | The envelope was canceled before signing was completed. |
Understand the Signature Page
After all required signatures are collected, the ratified Signature Page is appended as the final page of the completed SOW agreement.
The default Signature Page includes:
| Signature page element | Description |
|---|---|
| Company name | Organization associated with the signer |
| Signer's job title | Job title provided through Docusign |
| Signer's full name | Name of the signer |
| Signature | Electronic signature image generated by Docusign |
| Date and time stamp | Date and time generated by Docusign |
Configure the Signature Page
If your organization needs to change the Signature Page to support internal business or compliance requirements, submit a Service Request and work with your Client Operations Manager (COM) or Relationship Manager (RM).
Change a signer after submission
Once an SOW has been sent to Docusign, signer changes should not be made through recipient reassignment or similar Docusign functionality. Doing so may create a mismatch between the signer designated on the SOW and the individual who signs the document, which can prevent the approval process from completing successfully or cause other unexpected behavior.
Important: Don't use recipient reassignment or similar Docusign functionality to change signers after an envelope has been generated.
If a signer must change after the SOW has been submitted for final approval:
- Void the existing Docusign envelope.
- Allow the SOW to return to Negotiation.
- Update the Client Signer or Supplier Signer on the SOW.
- Resubmit the SOW for Final Approval.
Following this process helps keep Enterprise and Docusign synchronized throughout the approval cycle.
View the signed SOW
After sourcing is complete and all signatures have been verified:
- Open the SOW.
- Navigate to the General Information tab.
- Locate the signed SOW link.
- Select the link to view or download the completed agreement.
The completed document includes the ratified Signature Page.
Troubleshooting
Use these troubleshooting steps to identify and resolve common issues that can occur during the SOW signing process. Reviewing signer information, signature activity, and envelope status can help you determine why an agreement hasn't advanced as expected and what action is required to continue processing.
| Scenario | Recommended action |
|---|---|
| SOW remains in Pending Docusign | Verify that the Supplier Signer and Client Signer completed their signatures. Confirm that the individuals who signed match the designated Client Signer and Supplier Signer on the SOW. If available, review the envelope status in Docusign. Contact your administrator or support team if the workflow doesn't progress after all required signatures are completed. |
| Signer needs to change after submission | Void the envelope, update the signer on the SOW, and resubmit for Final Approval. |
| Envelope was declined | Review the reason for rejection, update the SOW if necessary, and resubmit. |
| Envelope was voided | Update the SOW as needed and initiate a new signing cycle. |
| Document was signed but workflow remains pending | Verify that the individuals who signed match the designated Client Signer and Supplier Signer on the SOW. |
Learn more
| Persona Program office users Suppliers | Modules Data & Integrations eSignature Service Procurement | Documentation release Beeline Enterprise | Q2 2026 | Feedback? Email us: |