DocuSign: Understanding your SOW Signature page

Manage SOW signers with confidence

The SOW Signature page supports the electronic signing process for Statements of Work (SOWs) using the Beeline Enterprise DocuSign® integration. During Final Approval, Enterprise generates a PDF version of the SOW, appends the Signature page, and routes the document to the designated Supplier Signer and Client Signer for execution.

The Signature page captures the required signature information and serves as the final signing section of the SOW. Once all required signatures are collected, the completed document is returned to Enterprise, and the SOW can proceed to the next stage of processing.

Why it matters

• Eliminate manual signature collection and paper-based approval processes.
• Ensure SOW agreements are signed by designated client and supplier representatives.
• Maintain a secure, auditable record of contract execution.
• Provide access to finalized agreements directly from the SOW.

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 for signature.
• Captures legally binding electronic signatures through DocuSign.
• Appends a ratified Signature Page to the final SOW agreement.
• Returns signed documents to Enterprise for storage and retrieval.
• Supports a consistent and auditable contract execution process.

Prerequisites

Before using the SOW Signature Page:

Organization requirements

• The DocuSign integration must be enabled for Services Procurement.
• A DocuSign account must be connected and configured for your organization.

SOW requirements

• The SOW must be finalized and submitted for Final Approval.
• A Client Signer and Supplier Signer must be designated on the SOW before it is sent to DocuSign.

How it works

1. Complete negotiations and finalize the SOW.
2. Designate the Client Signer and Supplier Signer.
3. Submit the SOW for Final Approval.
4. Enterprise generates a PDF version of the SOW and sends it to DocuSign.
5. The Supplier Signer signs first.
6. After the Supplier Signer completes signing, the Client Signer is notified to sign.
7. Once all required signatures are collected and verified, the completed agreement is returned to Enterprise.
8. After sourcing is complete and signatures have been verified, the signed SOW becomes available from the General Information tab.

About the Signature Page

After all parties complete their DocuSign eSignature tasks, the ratified Signature Page is appended as the final page of the SOW agreement.

The default Signature Page includes the following information:

Configure the Signature Page

If your organization needs to change the Signature Page to support internal business or compliance requirements, submit a Service Request ticket and work with your Client Operations Manager (COM) or Relationship Manager (RM).

Signer requirements

The integration supports one Client Signer and one Supplier Signer for each SOW.

Signer information should be reviewed carefully before the SOW is submitted for Final Approval. Signer information can be updated until the SOW reaches Pending Final Approval.

Once the SOW has entered the DocuSign process, signer changes require the SOW to be routed back through the approval process.

Change a signer after submission

If a designated signer must be changed after the SOW has been submitted for Final Approval:

1. Void the existing DocuSign envelope.
2. Allow the SOW to return to Negotiation.
3. Update the Client Signer or Supplier Signer on the SOW.
4. Resubmit the SOW for Final Approval.

This process helps keep signer information synchronized between Enterprise and DocuSign.

Avoid unsupported signer reassignment

After an envelope has been generated, signer changes should not be made using recipient reassignment or similar DocuSign functionality.

Changing signers directly in DocuSign can create a mismatch between the signer designated on the SOW and the individual who ultimately signs the document. This may prevent the approval workflow from completing successfully or cause other unexpected behavior.

Contact your administrator if signer-related configuration changes are required.

View the signed SOW

After sourcing is complete and all signatures have been verified:

1. Open the SOW.
2. Navigate to the General Information tab.
3. Locate the signed SOW link.
4. Select the link to view or download the completed agreement.

Troubleshoot Pending DocuSign status

If an SOW remains in Pending DocuSign:

1. Verify the Supplier Signer completed their signature.
2. Verify the Client Signer completed their signature.
3. Confirm the individuals who signed match the designated Client Signer and Supplier Signer on the SOW.
4. If available, review the envelope status in DocuSign or contact your administrator.
5. Contact your administrator or support team if the workflow does not progress after all required signatures have been completed.

Common signing issues

Troubleshooting guide