Today we announced an agreement with Banner Life Insurance Company, a leader in life insurance products. Under the agreement, Banner Life will integrate and deploy DocuSign’s eSignature service to accelerate delivery of its ePolicies. As part of the implementation process, Banner Life will use  DocuSign’s Web Services Application Programming Interface (API) to facilitate data exchange and update policyholder information between internal systems, while safely and securely transacting business online with policyholders.

We chose DocuSign because it is the market leader and simply the best in eSignature Services. DocuSign is fast, easy to use and flexible. We expect DocuSign to positively impact our business processes while reducing costs. – Eric Lester, vice president of administrative services at Banner Life Insurance Company

Since 1949, Banner Life has provided life insurance products to families across the United States, and holds more than $379 billion of life insurance in force with over $4.8 billion in assets (as of 2008). Located in Maryland, it is among the most financially sound life insurers in the United States with an AM Best ranking of A+ (Superior) and an S&P rating of A+. Banner Life was ranked 11 among all United States companies for new coverage issued in 2008.

DocuSign has seen tremendous momentum among large insurance carriers in adopting electronic signing to enhance placement ratios and reduce cycle time in new business and policyholder services. We are pleased to be working with Banner Life on this project and anticipate Banner will realize significant financial and process benefits soon after deploying DocuSign. – Steve Woodworth, market director of wealth management and insurance at DocuSign

Want to learn how to use DocuSign’s Web Services Application Programming Interface? Take a look at DocuSign’s eSign Developer Center, where you can download the Software Developer Kit (SDK), access the API, register for your free developer account as well as take advantage of the other resources available. Interested in learning how electronic signature from DocuSign can streamline your workflows, reduce your cycle time to mere minutes and nearly eliminate Not In Good Order (NIGO) rates? Register for the free eSignature webinar, “Insurance: Reducing Cycle Time and Eliminating NIGO with eSign” on Wednesday, March 24th, from 12:30 – 1:30 PST.

We at DocuSign listen to our customers when they talk about their electronic signature needs. This weekend, we stumbled across some comments about DocuSign and our free eSignature customer support. They were just too good not to share! Without further ado:

DocuSign’s Electronic Signature Customers Comment on Customer Support

The first story shares the experience of signing up for DocuSign’s eSignature service:

The reason I joined DocuSign was because of their AMAZING customer support. I joined on a Saturday night around 6pm and by 9pm I was having issues and needed to get a contract done that night. I asked if anyone knew the answer on twitter and within 5 minutes I had both their twitter account and the owner of the company talking to me on twitter and walking me through it. Then An, who is behind the twitter account, called me to make sure everything was ok. THAT IS SERVICE.

OK so they don’t offer free phone support. I have NEVER had a problem getting an immediate answer with them on chat or twitter. The support is some of the best I have ever seen. If you had a problem with any product in the world and put something out there on Twitter what do you think the chances of anyone, never mind the Founder and Vice President of Product Strategy of the company, offering help at 9pm on a Saturday night?

You have free email support and also free support via chat, the product is amazing, the support is amazing.

- Dean Ouellette, Tempe Real Estate

The second story details the robust support options DocuSign offers to its eSign customers:

I’ve used DocuSign for over two years and never needed to call them. Not once. Twice I had a question about how to do something (that if I’d taken a few minutes on my own to find the answer, I could have. It was on their site) and was immediately answered via email and Twitter. I also have agents that have been using DocuSign for two years — never needed to make a phone call for support for two reasons: 1) The product is robust and easy to use; and 2) there are many other ways to get support beside the telephone.

Lots of companies charge for extended (read phone) customer support. DocuSign isn’t the only one, not by a long shot. I’d rather them charge for extended support than raise my rates so they can handle all the “I forgot my password” and “It’s broken” (when it’s not) phone calls.

Have you tried the [free] chat, email, twitter, forums, webinars, blog, and/or FAQs for support? They work, and work well.

- Jay Thompson, Phoenix Real Estate Broker

The third comment explains a customer’s experience with how easy and intuitive DocuSign’s electronic signature service is for his clients:

I have used the DocuSign service hundreds of times over the past couple of years and I love it. More importantly, my clients LOVE it. The recent enhancements to their system helped an already great product become even more beneficial to my business.

My experience has been that anyone that can log on to the internet and do even the most basic of tasks have great success with the DocuSign service. From young to old, computer savvy to “old school,” I have never had a complaint.

- Nick Bastian, Tempe Real Estate Agent

The fourth comment discusses how one DocuSign user has worked with DocuSign on eSign policy issues and product feedback while turning to online help and web content:

I’ve been a Docusign user for several years now and have been really pleased with the technology. I enjoy being able to sign ANYTHING. I’m pretty technically inclined and have only had to contact customer service a couple times with help on policy issues, like FHA not recognizing e-signatures.

I’ve spoken with their Chief Legal Counsel and they’re now working with FHA and lenders to gainer wider acceptance of electronic signatures. I consider that responsive.

When I call in about product limitations or ideas, my requests are acknowledged and supposedly added to the feature request for future releases. I hope they don’t charge for these types of call. [ed. note: We don't charge for feedback-type calls, but as a best practice, email or chat works better discuss product limitations or ideas - we can log and track these communications and share them more effectively with the Product team!]

On the other hand, their online help has always been responsive and there’s a lot of material published on the website that’s gotten me through most issues.

- Derec Shuler, Denver Real Estate Broker

Do you have a story similar to Dean, Jay, Nick, or Derec’s? Do you have your own story about how DocuSign’s eSign service you want to share? Leave a comment to share your thoughts – we welcome them!

Our First Nest Realty uses DocuSign to accelerate the signing process for real estate documents. DocuSign has expedited the average turnaround of real estate documents from days to minutes. Houston-based Our First Nest Realty also leverages DocuSign as a green technology differentiator and as part of the company’s commitment to environmentally-friendly business processes.

Paul Silverman, Owner, Our First Nest Realty

Our First Nest Realty owner Paul Silverman first discovered DocuSign when working with a buyer for a hot property with multiple bidders. The need for an alternative to ink signatures became paramount when the buyer had to sign papers while out of state. Silverman registered for a free trial of the DocuSign eSignature service and within minutes was able to electronically send the documents for e-signature. His client received a DocuSign email notification, quickly adopted a signature and signed the documents online. Silverman presented the offer and it was accepted immediately. Later, Silverman’s client used DocuSign’s service from her Apple iPhone to electronically sign additional paperwork.

DocuSign came to the rescue. It helped streamline the process, provided my client an added service and reduced my company’s carbon footprint in just one service. Being able to sign from a mobile phone was a huge advantage. Clients always tell me how easy it is to DocuSign—it’s convenient, safe and legal. This is clearly the best tool I have ever used. – Paul Silverman, owner, Our First Nest Realty, and strong advocate of green technology

DocuSign has reduced or eliminated the need for Our First Nest Realty to print, fax or waste paper, ink and energy. He is pleased that he is helping clients with a hassle-free transaction and also upholding his pledge to the environment. Silverman holds a number of green designations and certificates including the National Association of REALTORS® Green designation and is a National Association of Homebuilders Certified Green Professional (CPG).

The DocuSign Advantage

After reviewing other e-signature solutions providers, Our First Nest Realty has continued using DocuSign based on the following key criteria:

• Ease of Use—DocuSign makes it easy for Silverman to send documents for client e-signature, and just as simple for clients to sign electronically. This intuitive service closely replicates the traditional signing experience, creating a positive client experience. DocuSign’s Designed for Mobile functionality provides Silverman’s clientele with anywhere, anytime electronic signing capabilities from an Apple iPhone, RIM BlackBerry, Google Android, Windows Mobile or any other Internet-enabled mobile device.
• Compliance—With DocuSign, Our First Nest Realty is assured of security as documents are an encrypted PDF. Signers are authenticated and contracts can only be returned only if fully completed, ensuring 100 percent compliance.
• Real-Time Visibility—DocuSign reveals the signing status of every agreement in real-time: when it was opened, when it was signed, the time the transaction has taken, and which contracts remain to be signed. Our First Nest Realty knows immediately when a real estate document is completed so deals can be transacted faster in a highly competitive market.
• Workflow Management—DocuSign automates Our First Nest Realty’s workflow processes. DocuSigned documents are returned only when complete, thereby reducing turnaround time from days to minutes.
• Cost-Effective—DocuSign reduces administrative costs associated with the traditional signing process, eliminating the need to print, fax or drive to meet clients for in-person signings
• Going Green—Environmentally-friendly, DocuSign aligns with Silverman’s green initiatives and further differentiates Our First Nest Realty from competitors using older, resource-wasting business processes.

For more information about the business benefits DocuSign provides Our First Nest Realty, read the detailed eSignature case study.

REThink Real Estate implemented DocuSign’s eSignature solutions to accelerate its real estate document signing process. This leading San Francisco Bay Area-based real estate firm employs DocuSign’s electronic signature services as the primary vehicle to complete real estate transactions.  DocuSign expedites the average turnaround time of real estate documents from days to minutes. DocuSign helped REThink Real Estate successfully expand and leverage DocuSign’s green technology as a market differentiator and competitive advantage.

Tara-Nicholle Nelson, MA, Esq. REALTOR®, Owner, REThink Real Estate

Owner of REThink Real Estate, Tara-Nicholle Nelson, MA, Esq. is a successful real estate broker, attorney, author and accredited buyer’s representative. Nelson recently represented a buyer in a competitive real estate transaction where the seller’s agent wanted to collect as many offers as possible to present to her client. To stall Nelson and her buyers, the seller’s agent sent a 150-page disclosure agreement that typically takes hours to fax to clients and hours for clients to sign and fax back. Instead, Nelson scanned the disclosure agreement and sent it via DocuSign to her clients. Her clients received an email notification, adopted an e-signature and returned the completed disclosure within the hour. The selling agent was obligated to present the offer to her client and it was accepted.

DocuSign has changed my life. I can’t imagine doing business without it. My clients love the convenience. Sometimes a buyer can make more than 20 offers before one is accepted. That means signing hundreds of pages at least 20 times! With DocuSign, it’s click, click, click and you’re done. – Tara-Nicholle Nelson

Nelson credits DocuSign with giving her more freedom—from paper, faxing and wasting time. By leveraging the Internet, Nelson notes that she and her clients can write, sign and submit an offer without being in the same state. With DocuSign, clients are rarely aware that Nelson is out of town for a speaking engagement or training. DocuSign also provides a much more polished and professional offer to agents, making Nelson’s offers appear more persuasive than the handwritten, scanned and faxed documents typically presented to sellers.

The DocuSign Advantage

After reviewing other e-signature solutions providers, Nelson chose DocuSign based on the following key criteria:

• Ease of Use—DocuSign makes it easy for Nelson to send documents for client e-signature, and just as simple for the client to sign electronically. This intuitive service closely replicates the traditional signing experience, creating a positive client experience. Plus, DocuSign’s Designed for Mobile functionality provides Nelson’s clientele with anywhere, anytime electronic signing capabilities from an Apple iPhone, RIM BlackBerry, Google Android, Windows Mobile or any other mobile device.
• Compliance—With DocuSign, RETHink Real Estate is assured of security as documents are an encrypted PDF. Signers are authenticated and contracts can only be returned only if fully completed, ensuring 100 percent compliance. Aged, confidential documents are archived and purged automatically, thereby safeguarding personal client information.
• Real-Time Visibility—DocuSign reveals the signing status of every agreement in real-time: when it was opened, when it was signed, the time the transaction has taken, and which contracts remain to be signed. REThink Real Estate knows immediately when a real estate document is completed so deals can be transacted faster in a highly competitive market.
• Workflow Management—DocuSign automates Nelson’s workflow processes. DocuSigned documents are returned only when complete, thereby reducing the turnaround time from days to minutes.
• Cost-Effective— DocuSign reduces administrative costs associated with the traditional signing process, eliminating the need to print, fax or drive to meet clients for in-person signings.
• Going Green— Environmentally friendly DocuSign aligns with Nelson’s green initiatives and further differentiates REThink Real Estate from competitors using older, resource-wasting business processes.

For more information about the business benefits DocuSign provides ReThink Real Estate, read the detailed eSignature case study on the DocuSign Web site!

The Crawfords used the Gogo Inflight High Speed WiFi Internet service to stay connected throughout the flight, and using DocuSign’s secure e-Signature service, the Crawfords were able to eSign the purchase agreement and return the documents to Patricia Navone, who works for Morgan Lane, part of McLaughlin Ventures.

The ability to sign and return their offer via DocuSign reduced the Crawfords’ stress, made the process seamless, and allowed them to enjoy their vacation – they didn’t have to spend vacation time dealing with physical documents. By the time they landed in San Francisco, Patricia had already presented their offer to the listing agent, and that they would be opening escrow.

The San Francisco Chronicle shared how DocuSign’s eSignature services enabled the Crawfords to finalize their offer and close on the property. With technologies like electronic signature and transaction document managers, real estate professionals can streamline the dealmaking process.

For example, DocuSign and TransactionPoint have partnered to enable the customers of both services to select an envelope from their member console and upload one or more envelope documents to target TransactionPoint transactions without having to leave DocuSign.

For more information, read the San Francisco Chronicle article and take a look at DocuSign’s real estate eSignature solutions.

Brian Worrell, Realtor of Prudential Gary Greene, League City and Friendswood Texas Realtors

10 Reasons Why DocuSign Electronic Signature is the Most Powerful Tool In My Bag!

10. Speed: It is the fastest way to get documents signed.

9.  Saves Me Time: It is extremely fast to get a document set up for signing.  No more printing, scanning and emailing.  I don’t have to work around my client’s schedule to meet for signing.

8.  Saves Gas Money: Because I don’t have to drive all over town to meet clients for signatures, I drive less!!

7.  I Can Get More Sleep: No more meeting my clients at midnight to get contracts signed!!

6.  I Can Get Signatures In More Than One Place At A Time: If my clients work in two different places, or one is out of town… I can still get signatures at the same time — and on the same document!!

5.  My Clients Don’t Need Much Technology: Before DocuSign, if my clients didn’t have a scanner or a fax machine, or their printer was broken, it was a huge hassle.  No more printers, scanners, fax machines!!  Everything is done right on the computer so I don’t have to worry about my clients having the technology to complete a signature without my assistance!

4.  No Messing Up: No missing signatures, no missing initials, no initials/signatures in the wrong spot, no more white out.  This means, no more delays in getting executed contracts!

3.  No More Chasing Paper: What a hassle it was in the past to manage multiple versions of the same contract.  Which one is the final contract?  Because of the elimination of all of the extra print versions and paper corrections, I’m not chasing anymore paper trails!

2.  DocuSign Is SO EASY: This program couldn’t be easier to use.  The electronic signatures are Internationally, Federally, and Locally accepted.  Title companies accept them.  Lenders accept them.

AND THE #1 REASON THAT DOCUSIGN IS THE MOST POWERFUL TOOL IN MY BAG…

1.  All Of The Benefits Above For Me Are Shared With My Clients: It is not all about me.  This technology allows me to provide my clients with better service.  My clients want to get things done fast.  My clients want to save time and gas money too.  My clients need more sleep!  They don’t want to see me at midnight either!!  They want their houses purchased/sold efficiently with the least amount of inconveniences to them.  The added expense of offering this great electronic signature service to my clients is invaluable.

As the official and exclusive ESIGN Provider under the NAR Member Benefits® Program, DocuSign is offering the REALTOR® ESIGN Advantage Program, a special offer for Realtors! We’ll also be at booth #456 February 20th – 23rd at the Keller Williams Family Reunion in New Orleans. If you’re in town or around, stop by – we’re excited to discuss electronic signature and the impact it can have on YOUR business!

How, you ask? Bellco Credit Union employs electronic signature from DocuSign to accelerate the loan modification contracting process. The Denver-based financial institution with more than $2 billion in assets and serving more than 191,000 members and 1,500 Select Employee Groups utilizes DocuSign electronic signature services as the final step in transacting member loans.

Since implementation, Bellco has:

• Reduced annual costs by 50 percent for tasks now managed through the DocuSign e-signing process.
• Reduced the time to complete loan modifications from days to hours even during a 300 percent increase in loan modifications. DocuSign achieved this effect for Bellco by significantly streamlining workflows

DocuSign expedites the loan modifications process so borrowers do not fall farther behind in payments. Loan modifications are transacted faster, avoiding member foreclosure, repossession or a credit union charge off.

So what do Bellco Credit Union members think of DocuSign? Ryan Klassen, director of lending services for Bellco Credit Union answers:

We’ve received rave reviews from members about DocuSign. Some members complete their loan documents before they even get off the phone with lending staff. Plus, we are able to process a greater volume of loan modifications, which would not have been possible before DocuSign.

A conservative financial organization, Bellco deployed DocuSign slowly. The first step was to create a pilot program of 20 unsecured business loan contracts. When 20 out of 20 members came back with positive reviews for the e-signing system, the lending department was given the green light to roll out DocuSign to all unsecured business loans and later, all unsecured consumer loans. With the success of all unsecured loans running through the DocuSign e-signature system, Klassen deployed the DocuSign solution within the loan modification process for existing vehicle and home loans. The liens are already perfected on these loans, and DocuSign allows loss mitigation staff to send out loan modification contracts electronically.

With DocuSign, we are more efficient, save money and can better serve our membership – Klassen

The DocuSign ESIGN Advantage

After reviewing other e-signature solutions provider, Bellco Credit Union selected DocuSign based on the following key criteria:

• Ease of Use—DocuSign makes it easy for Bellco to send loan contracts to members for e-signature, and makes it just as simple for members to electronically sign. DocuSign’s intuitive service closely replicates the traditional signing experience, creating a positive member experience.
• Compliance—With DocuSign, Bellco is assured of security as contracts are an encrypted PDF. Signers are authenticated and contracts are returned only if fully completed, ensuring 100 percent compliance. All DocuSign electronic signature agreements are legally binding, backed by a court admissible audit trail.
• Real-time Visibility—DocuSign reveals the signing status of every loan document in real-time: when it was opened, when it was signed, the time the transaction has taken and which contracts remain to be signed.
• Workflow Management—DocuSign automates Bellco’s workflow processes, providing a more efficient method to transact member loans. Bellco lending staff can telephone the member and talk the member through the loan agreement. On occasion, the document is completed and returned before the call is completed—reducing Bellco’s turnaround time from days to hours.  DocuSign streamlined workflows, which made it possible for Bellco to process triple its loan modifications since 2008.
• Cost-Effective—DocuSign significantly reduces Bellco’s processing costs of associated tasks by 50 percent. DocuSign is not only more cost-effective, it is more efficient than paper-based processing.

For more information about the business benefits DocuSign electronic signature provides Bellco Credit Union, read the detailed case study by clicking the link!

Did you know that TTCU “The Credit Union” employs electronic signature from DocuSign to accelerate its loan process?

The Oklahoma-based financial institution with holdings of more than $900 million and serving more than 80,000 members across 14 counties uses DocuSign e-signature services as the final step in transacting member loans. Since deploying DocuSign:

TTCU has reduced the loan processing cycle from one week to less than one day compared to the typical five-to-seven-day turnaround time with paper documents.

TTCU uses the DocuSign service to streamline workflows.

TTCU has integrated DocuSign into its new loan-by-phone call center to increase employee productivity.

DocuSign ensures fast and accurate submission of loan agreements as the easy-to-use service prevents credit union members from returning an incomplete agreement. Additionally, the institution can now distribute loans to its members faster with DocuSign Electronic Signature Services – a key benefit for international members, such as military personnel and college professors.

Manually packaging loans is a labor-intensive process for financial institutions. Considerable time is spent sending the loan documents to the credit union member by regular mail and waiting for the signed documents to be returned. Often the process is stalled and repeated when borrowers inadvertently miss a signature or forget an initial on a loan document. Cassie Mangold, TTCU director of consumer lending shared how DocuSign has streamlined the process:

Before, if you were missing a signature on a document, you had to send it back. That’s the joy of DocuSign. The member signs and initials it exactly where they have to—and it’s not finished until they do. You’ll never get a packet back with a missing signature. We also wanted to please our members by offering a smoother path to quick cash and improve our cash flow. And, the sooner the loan gets on the books, the sooner interest payments can flow into the institution.

Mangold used DocuSign’s free trial to distribute 15 test envelopes to company executives and branch managers. Based on this success, TTCU deployed DocuSign’s electronic signature solution for its loan contract execution to better service its members. Later in 2009, TTCU opened a loan-by-phone call center, also using DocuSign as the foundation for electronically signing loans:

DocuSign is the engine for our loan-by-phone center. DocuSign makes it possible for our loan staff to complete the loan signing process quickly without ever having to meet the borrower. We can do everything faster and more securely using DocuSign. It’s really a competitive advantage and sets us apart from other financial institutions. – Mangold

The DocuSign Advantage

After reviewing other e-signature solutions providers, TTCU selected DocuSign based on the following key criteria:

Ease of Use—DocuSign makes it easy for TTCU to send loan contracts for e-signature, and makes it just as simple for members to electronically sign. This intuitive service closely replicates the traditional signing experience, creating a positive member experience.

Compliance—With DocuSign, TTCU is assured of security as contracts are an encrypted PDF. Signers are authenticated and contracts can only be returned only if fully completed, ensuring 100 percent compliance. All DocuSign Electronic Signature agreements are legally binding, backed by a court admissible audit trail.

Real-time Visibility—DocuSign reveals the signing status of every loan document in real-time: when it was opened, when it was signed, the time the transaction has taken and which contracts remain to be signed.

Workflow Management—DocuSign automates TTCU’s workflow processes, providing a more efficient method to transact member loans. DocuSign Electronic Signature documents are returned only when complete, thereby reducing TTCU’s turnaround time from weeks to often less than a day.  DocuSign streamlined workflows, which made it possible for TTCU to use the DocuSign service as the foundation for its new loan-by-phone call center.

Cost-Effective—DocuSign significantly reduces TTCU’s processing costs. DocuSign is not only more cost-effective, it is more efficient than paper-based processing.

Want more information about the business benefits eSignature from DocuSign has provided to TTCU? Take a look at the detailed case study.

January was another stellar month for electronic signature and DocuSign, and February looking to be just as exciting. The momentum of new eSignature users is amazing. Business professionals everywhere are learning about DocuSign’s advantages to transform their business by leveraging the speed, ease of use, efficiencies, cost savings and security of DocuSign to accelerate business, increase productivity and generate more revenue faster.

Here are just a few of the clients kicking off the first month of 2010 with electronic signature from DocuSign:

• BECU, the largest credit union in Washington State with $8.5 billion in assets and more than 620,000 members, chose DocuSign to streamline workflows and reduce the costs of its loan signing process.
• A leading supplier of security and life safety technologies chose DocuSign to transact customer agreements.
• A healthcare technologies firm switched to DocuSign because its former e-signature provider just didn’t have enough power. It’s now using DocuSign for Salesforce, DocuSign’s seamless eSignature solution through Salesforce CRM.
• A leading provider of multi-channel payment solutions for the global travel industry with more than 6,000 customers uses DocuSign to transact thousands of contracts annually.
• An online ticketing service is now using DocuSign to sign contracts online. It learned of DocuSign after an employee’s aunt raved about our e-signing service at a family holiday function. Family, Holiday Cheer & DocuSign!
• A national life and annuity insurance firm chose DocuSign as the foundation for a soon-to-be-released e-application program. Another national life insurance provider is using DocuSign to accelerate the e-signing and policy delivery process, and they will also integrate DocuSign into their current system to automatically update policyholder data. Plus, more insurance brokerages are also using DocuSign electronic signature for their insurance documents.
• A psychology and counseling staffing firm is now using DocuSign in its recruiting process.
• Several leading restaurant chains are using DocuSign to streamline their purchasing workflows. At one national chain, the purchasing agent learned of DocuSign through a realtor and checked us out.  Now they use DocuSign to eSign all restaurant purchase orders!
• A promotions and printing firm is now using DocuSign to contract freelance artists.
• A major Texas general contractor with offices throughout the Gulf Coast is now using DocuSign for all HR activities!
• An east coast mental health provider wanted to reduce its carbon footprint and is another step closer towards green initiatives by using DocuSign for electronic signature.
• And more and more realtors and realties are subscribing to DocuSign every day! They know what a difference DocuSign can make in a competitive market—just a few minutes can literally make the difference in winning or losing a deal.

January also brought us Steve King, our new president and CEO. Steve is the former CEO of ZANTAZ, has held executive positions at E*Trade and brings more than 25 years of leadership experience in information technology. We are excited to have him onboard! Next, our board of directors appointed a new chair with Keith Krach, a well-known Silicon Valley entrepreneur and co-founder of Ariba, one of the fastest growing software companies in history. And to top it off, we exceeded 57 million signature events in January! Yes, you could say January rocked!

We’re now into February and the momentum continues with DocuSign surpassing 58 million signature events!  It’s gratifying to hear clients rave how DocuSign has positively changed how they conduct business, reduced costs and helped accelerate revenue. It’s even more inspiring to hear how companies have grown stronger using DocuSign—even in this difficult economy.

Each day someone new learns of the DocuSign advantage and wants to know more. More and more clients see the immediate benefits of DocuSign. Whether you need to improve workflows, increase revenue or decrease costs or tighten the sales cycle, it’s easy to see why DocuSign’s fast, secure e-signature service is the market leader. Learn more and use DocuSign Electronic Signature today!

DocuSign for Salesforce enables you to send any document for electronic signature from Salesforce. With DocuSign for Salesforce, you can:

• Send from any Salesforce tab
• Track contracts sent
• Get real-time status
• Collect data in documents
• Update Salesforce records AUTOMATICALLY

All without ever leaving Salesforce! It’s as easy as sending a Salesforce email!

The video above will show you how to use the Automatic Anchor Tabs in DocuSign for Salesforce.

1. Click the “Send With DocuSign” button.
2. Edit the email message to your recipients.
3. Click “Add Recipients” button to add a signer.
4. Find a lead, contact or user and click the “Select” button.
5. Add the routing order, type, role and access code information and a note.
6. Add documents in the Documents Tab and set reminders for when the offer expires. Click “Send Now” to send your document for electronic signature.

The confirmation message provides details of your electronic signature request.

What do the recipients of a document sent via DocuSign for Salesforce see?

1. Your recipient receives an email with your subject and message.
2. He or she clicks “Review” to begin signing.
3. He or she agrees to conduct business electronically and creates an electronic signature.
4. The automatic anchor tabs are pre-embedded and he or she clicks “Start” to begin the guided e-signing process.
5. He or she will be guided to each location on the document that requires an eSignature.
6. Once all of the electronic signatures are placed, he or she can elect to “Stay and Review” or “Complete Signing”
7. To acknowledge his or her eSignatures and return the documents to the sender, he or she selects the “Complete Signing” button.

He or she can then download his or her documents or create an account.

You can use Salesforce to track the status of your documents sent for electronic signature in your DocuSign Status list in your Opportunities Record.

Dashboards help you manage your dealflow – how many deals are being sent out, who is sending them, and how quickly they get signed.

With DocuSign for Salesforce, you’ll have greater visibility into your sales process, a streamlined workflow for your electronic contract execution process… all of which adds up to positive impact on your bottom line!

Tell Salesforce about your DocuSign Success!

Share your DocuSign for Salesforce story with a review on Appexchange and we’ll thank you with a cool t-shirt!

Completing a review on Appexchange only takes a few minutes. Choose the shirt you want, click the “register” button, and we’ll take you to the Appexchange to post your review.

For more information or to share your DocuSign for Salesforce story, click here.