Anaplan DocuSign Integration

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Occasional Contributor

Anaplan DocuSign Integration

Hi Team,

 

Could anyone please share their experience in integrating Anaplan With DocuSign?

 

Our use case is below -

Users should be able to create Purchase orders in anaplan, Route for approval and track the approval statuses. Our Approver Business users are not Anaplan users. So, we need to create a PDF file using the PO details captured in Anaplan and route to approval. We are thinking of utilizing the DocuSign for this part.

 

I so far created two modules in Anaplan - 1) store all PO related details 2) store all approver related fields. Both share the same dimension - PO list.  

We have 6 levels of approvals max based on the PO amount. 

 

We have multiple product managers and all of them will be creating multiple Purchase Orders simultaneously.

 

Could some one share their experience in integrating with DocuSign? How do you usually manage workflows and synchronize the status? If multiple users have to initiate workflows, how do you design modules, control the data flow?

 

Thank you in advance...

 

1 REPLY 1
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Occasional Contributor

Re: Anaplan DocuSign Integration

Could Someone please help me with this?

 

Thank you in advance

 

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Hari