DocuSign for Salesforce - Now More Powerful With Salesforce's Chatter

DocuSign for Salesforce, the award winning, leading electronic signature provider is now more powerful with Salesforce Chatter Collaboration Cloud!

Salesforce Chatter allows users to follow updates that happen real-time in Salesforce. Let's see an example...

Mike Jones, VP of Sales for Genwatt is in charge of keeping track of the company's large accounts. Edge Communications is Genwatt's largest account. Mike needs to have up-to-date status information on the account and its big deals that happens. To do this, Mike goes to Edge Communications' account and clicks Follow. Mike will now be updated via Chatter of events that happen on this account.

Meanwhile, Jen Smith, the account manager for Edge Communications has been negotiating the renewal contract for 2010. The terms of the contract have been finalized and she's now ready to send a document via DocuSign for Albert Mackey to complete and sign.

To send, Jen goes to the Send with DocuSign button that can be placed on any object in Salesforce to fit any workflow. In this case, it's on the account object. Sending an object for eSignature is a two-step process.

Jen clicks on the Send with DocuSign button. She has the option to edit the subject and message, set reminders and expiration and clicks the Send Now button. Documents can be pretagged with data fields, text boxes and signature tabs in specific locations on the document to streamline the process.

Recipients then fill out the information requested by the sender, click to sign and complete the process.

Once Albert has completed the document, signing status and updates from the document are pushed back into Salesforce.

Jen is interested in following the status of the envelope each time that it's updated. As you can see, Jen has set DocuSign to update the status when the envelope was created, viewed, signed and completed in .03 hours. Mike Jones is only concerned with being updated when the envelope is completed.

DocuSign has been configured to give a Chatter update on the account when the envelope is completed with the deal name, the value of the deal, when it was signed, who it was signed by and how long it took the envelope to close.

With Chatter, Mike is also able to click on Jen's profile and congratulate her on a job well done. DocuSign has the ability to push information about the transaction being sent as well as information from inside the document to anywhere in Salesforce, allowing DocuSign to update Salesforce the way you want to. With the power of Chatter, closing deals and notifying customers in real time is quick, easy and all in the cloud!

For more information about DocuSign for Salesforce, take a look at the DocuSign Web site or get DocuSign for Salesforce from the Salesforce AppExchange.