Signing Forms for NetSuite Pay in NetSuite 2026.2

NetSuite 2026.2 introduces a significant enhancement to the NetSuite Pay feature by requiring electronic signing of Estimate/Order Forms through DocuSign. This new process simplifies the enrollment for customers in the United States and Canada (excluding Quebec) and ensures a more efficient onboarding for using NetSuite Pay.

How to Sign the Estimate/Order Form

The signing process is mandatory for authorized signatories and is applicable only for the initial sign-up. Here are the steps to complete this:

1. Log in as Administrator: The primary contact must log in to NetSuite using the Administrator role.
2. Access the Form: Navigate to NetSuite Pay > Merchant Application > New Application.
3. Confirm Authorization: Check the box stating, "By checking this box, I confirm that I am authorized to enter into contracts on behalf of..." to access the document in DocuSign.
   • Review the document and agree to the terms for electronic records and signatures, then follow the prompts to sign it.
4. Complete the Process: After signing, click Finish. An email will be sent to you with details for viewing and downloading the signed Estimate/Order Form.
5. Begin Setup: Click Start Setup to access the NetSuite Pay Overview dashboard and proceed with your merchant account application.

Accessing Signed Documents

To view your signed document:

1. Go to Document > Files > File Cabinet.
2. Navigate to the Service Agreements folder, where your signed PDF will be saved.

This enhanced signing capability adds efficiency and helps businesses ensure compliance and quick access to essential documentation as they enroll in NetSuite Pay.

Who This Affects

• Administrators: Responsible for signing the forms.
• Primary Contacts: Required to confirm agreements and initiate the NetSuite Pay setup process.
• Users in the U.S. and Canada: This new process applies to customers in these regions to facilitate easier compliance with contract terms.

Key Takeaways

• NetSuite 2026.2 mandates electronic signing for the Estimate/Order Form via DocuSign for NetSuite Pay.
• The process is straightforward and designed for both user convenience and compliance.
• Signed documents can be easily accessed in the File Cabinet under the Service Agreements folder.