• contact management tools
• time management tools
• transaction management tools
• fully branded marketing tools
• document storage features

Wise Agent also offers 24 hour customer support – the only system in the real estate industry to do so. They also offer free live online training classes, great for you to learn how to link your Wise Agent account to your website, so you can capture and follow-up with new leads!

By seamlessly connecting technology, people and business practices, Wise Agent increases productivity, organization while making it easy for its members to give full service to their clients to build long term relationships. Wise Agent’s partnership with DocuSign brings electronic signature to Wise Agent’s members, allowing for a completely paperless transaction from listing to close and then stores all documents online for easy access.

Top 5 Reasons Wise Agent Chose DocuSign as its Electronic Signature Partner

5. In a world where being “green” matters, Wise Agent supports the idea of a paperless transaction.

4. The DocuSign user interface is simple and intuitive.

3. DocuSign is the trusted resource in the industry.

2. At Wise Agent, customer service is paramount. We always try to partner with companies that have similar ideals when it comes to customer support, and we feel DocuSign is one of those companies.

1. We really liked and believed in the people behind DocuSign, including An Bui, Mike Pressnall, and Dave Thorpe.

Want to learn more about Wise Agent and DocuSign? Click to learn how you can capture leads and nurture the relationship with Wise Agent before closing the deal with electronic signature from DocuSign!

Did you know that DocuSign’s eSignature Service is now accessible from within the Wise Agent family of virtual office applications? Wise Agent, creators of the Wise Agent online business and contact management applications used by thousands of real estate professionals nationwide, has integrated DocuSign within Wise Agent. Wise Agent users can now seamlessly access the DocuSign service for an end-to-end virtual document management system. DocuSign’s advanced eSignature functionality provides Wise Agent users the ability to accelerate the real estate document signing process and ensure deals close faster, while leveraging complete visibility into the document process.

In a competitive market, minutes can literally make the difference when closing a deal. With Wise Agent, real estate professionals can more quickly prepare documents for client e-signature anytime from anywhere. With a simple click of the mouse, real estate professionals can access DocuSign from within Wise Agent Client Summary or Transaction Checklist. It takes just minutes for the user to tag any document with DocuSign’s familiar yellow Stick-eTabs®. Once the document eSignature process is initiated, the client receives an email notification, is authenticated and is quickly navigated through the e-signing process. By extending the integration of DocuSign within Wise Agent, real estate agents can further simplify the real estate contract signing process, save hours of time each week, eliminate signing errors and accelerate deal close rates. Plus, all e-signed documents can be easily stored within Wise Agent for quick online access.

Brandon Wise, president of Wise Agent, shares his thoughts on injecting DocuSign’s eSignature capabilities into Wise Agent:

DocuSign is the standard so integrating with Wise Agent just made sense for us and our customers. The convenience and ease is unparalleled as Wise Agent users can quickly send forms to clients for electronic signature with DocuSign while permanently storing the signed documents to the transaction all from within their Wise Agent. Now the Wise Agent transaction management system really is the easiest way for real estate professionals to facilitate a paperless transaction from the listing appointment to the permanent storage of documents after the close of escrow. DocuSign and Wise Agent are a great fit.

Wise Agent users now join more than 30,000 real estate professionals eliminating paper and expediting real estate transactions with DocuSign. Rather than driving across town to get a signature or forcing clients to find a fax machine, real estate professionals use DocuSign to execute agreements with buyers and sellers electronically, eliminating the old process of printing, faxing and waiting for the return fax. With real estate forms signed in minutes, not days, DocuSign real estate professionals achieve higher sales, increase client satisfaction and maintain a competitive edge. Safe and secure, the DocuSign e-signature process is also easy to use and legally compliant.

Dave Thorpe, market director at DocuSign, provides his perspective on the relationship between Wise Agent and DocuSign:

The relationship between Wise Agent and DocuSign is a natural as both services provide real estate professionals with state of the art technology to better manage workflows and close real estate transactions faster and easier. Real estate professionals can now leverage the power of DocuSign electronic signatures directly from Wise Agent anytime, anywhere for a rich, complete and convenient end-to-end document management process. This partnership with Wise Agent is an example of DocuSign’s leadership as the standard in electronic signature solutions for real estate professionals.

Click for more information about Wise Agent with DocuSign electronic signature.

Did you know Electronic Merchant Systems (EMS) uses the award-winning DocuSign for Salesforce to close contracts in the cloud? Seamlessly integrated within EMS’s Salesforce CRM, DocuSign for Salesforce has increased productivity, enhanced customer satisfaction and reduced the average turnaround of EMS contracts from days to minutes.

As a leader in merchant processing and electronic transactions, EMS has successfully closed the loop in completing the sales cycle online with DocuSign. Rob Coolidge, corporate trainer at EMS, shares:

We were testing another eSign provider when we learned about DocuSign for Salesforce—it was exactly what we were looking for. What really sealed it was the seamless integration of DocuSign for Salesforce. Tracking information is extremely important to us and DocuSign for Salesforce collects customer data and automatically updates Salesforce CRM. It really allows our sales team to focus on selling rather than wasting time chasing paper.

As a merchant service provider, EMS requires an in-depth application which needs to be completed by new and renewing merchants. This process, along with shipping, was labor intensive and costly for both EMS and its clients. Additionally, when applications were returned, sales staff manually entered client data from the paper documents and tracked this data in Salesforce.

With DocuSign, EMS can now manage the entire application process from within Salesforce. While in Salesforce, EMS account executives can click on the DocuSign tab, quickly tag the document with drag and drop Sign Here tabs and data fields, and press send. EMS clients receive an email notification, adopt an e-signature and return the completed application within minutes. The entire application process is completed securely online, while all client data obtained during the DocuSign process is automatically updated in Salesforce CRM. No more printing and sending expensive overnight letters. No more time wasted rekeying information and no more data entry errors.

As the leader in merchant services industry, EMS continues to drive innovation in payment processing and DocuSign is just another example of EMS’s continued efforts to enhance their client experience. DocuSign is pleased to be working with EMS to streamline business processes and increase efficiencies. – Steve King, president and CEO of DocuSign

Pricing and additional product information can be found on the DocuSign Web site, including more on DocuSign for Salesforce.

Salesforce users can learn more by reading the DocuSign for Salesforce AppExchange App of the Week blog post or download DocuSign for Salesforce at no charge.

We’re demonstrating the depth and breadth of our eSignature Solutions: DocuSign for Salesforce, DocuSign for Salesforce Real-Time Quotes and DocuSign for Salesforce enabled for Salesforce Chatter

Choose Onsite or Online: Attend. April 12 Cloudforce 2 Seattle, Noon to 5pm

Online: Exhibition with Live Demonstrations at the Grand Hyatt, 721 Pine Street, Seattle

Register online by clicking here.

Participate. Register for our April 22 Webinar, 10am to 11am: “Salesforce.com: Add eSign to Salesforce CRM and Sell More, Faster”

Watch. Video demonstrating DocuSign for Salesforce enabled for Salesforce Chatter online.

Close it in the Cloud! Leverage the Power of DocuSign eSignature Technology with Salesforce

Exhibition: Learn more about DocuSign’s eSignature solutions for Salesforce CRM at Cloudforce 2 in Seattle on April 12. We’ll demonstrate the new DocuSign for Salesforce Real-Time Quotes, the latest eSignature solution exclusively for Salesforce users. This new award-winning eSignature offering enables users to complete the sales loop by sending quotes for signature approval through Salesforce. Learn more about DocuSign for Salesforce, a fully integrated eSignature solution to quickly and easily close deals in the cloud. See how DocuSign for Salesforce enabled for Chatter provides users the ability to track the entire sales cycle in real-time in the cloud. Register to attend here.

Webinar: Voted as Salesforce’s Best Partner Application in 2009, DocuSign empowers sales professionals to become more efficient, close more deals and shorten sales cycles. This April 22 webinar will demonstrate how adding DocuSign for Salesforce to Salesforce CRM will help close up to 30% more deals and take weeks off of the sales cycle. With real-time agreement tracking from within Salesforce, sales teams can finally manage deals from Lead to Opportunity through the contract signing. Register to participate in the webinar and learn more!

Video: This video demonstrates the ease and use of DocuSign for Salesforce enabled for Chatter. This new DocuSign feature offers salesforce.com users the ability to track the entire sales cycle in real-time, all in the cloud—from Lead to Opportunity through the sales process and closing the deal. Whether it’s a quote sent electronically through DocuSign for Salesforce Real-Time Quotes or a contract through DocuSign for Salesforce, users receive status updates in real-time. Through Chatter’s real-time feed, users can now track and monitor any field within a DocuSign envelope – know in real-time any status change of an envelope from the moment it is sent through the electronic signing and final contract execution process. Users can also easily customize real-time Chatter feeds to complement unique workflows, get status updates on reorders, upgrades or any other information. View the video anytime on YouTube.

Additional Information: Learn more about DocuSign eSignature solutions for Salesforce CRM users on the DocuSign Website!

See how Acteva, Community Energy, Drawloop, e-Rewards, EDGAR®Online, LinkedIn and Yamaha streamlined business processes and accelerated the sales cycle with DocuSign.

Salesforce users can download DocuSign for Salesforce application at the AppExchange.

Salesforce Real-Time Quotes users can download DocuSign for Salesforce Real-Time Quotes, available on the AppExchange.

DocuSign for Salesforce enabled for Chatter is available for download on the ChatterExchange.

How does Acteva, the on-demand online event registration, ticketing and payment management services provider, employ electronic signature from DocuSign for Salesforce to accelerate its contract signing process?

Integrating DocuSign for Salesforce into its Salesforce CRM for a complete e-signature contract execution system has reduced the time to create contracts by one-third and has accelerated the contract signing process from 48 hours to 15 minutes. This saves significant time, as Acteva processes between 600 to 700 large custom event contracts annually.

Acteva had sought a solution to streamline its manually intensive contract management practices and provide management visibility into the sales process. The organization needed to consolidate activity through its customer relationship management system, Salesforce CRM, as they did not want to incur additional IT expenditures. Finally, Acteva was faced with at least 20 percent of its signers marking up the physical documents for changes, making the process more time-consuming for Acteva sales people.

Acteva resolved these issues with the DocuSign for Salesforce with Dynamic Documents powered by Drawloop solution. DocuSign, in collaboration with Drawloop, developed a complete solution for Acteva.

DocuSign for Salesforce allowed Acteva:

• To run its contract management workflow directly from the Salesforce CRM console—from document generation through signing to storage and retrieval.
• To generate a contract based on elements from the customer’s data in Salesforce CRM and type of contract needed.
• To utilize drop down options that auto-populate a contract and any necessary addendums.
• To assign the contract e-signing routing order throughout the contract lifecycle.
• To access all executed contracts, stored online by DocuSign, with a click.
• To generate contracts in fewer than 10 minutes. Contracts previously took Acteva sales staff 30 minutes to generate.
• To receive e-signed contracts within 15 minutes. Previously, signed and returned contracts took an average of two days.
• To have complete visibility into its contract process. Using DocuSign via the Salesforce CRM console, management knows the who, what and when for each contract, at any given time.

The DocuSign Electronic Signature Advantage

After reviewing several solutions, Acteva selected DocuSign based on the following key criteria:

Ease of Use—DocuSign is easy for Acteva to create contracts 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.

Compliance—With DocuSign, contracts are secure PDFs. Clients cannot revise ad hoc, ensuring 100 percent compliance for all signed contracts.

Real-time Visibility—DocuSign reveals the signing status of every agreement in real-time including, when it was opened, when it was signed, the time the transaction has taken, and which agreements remain to be signed—enabling Acteva to manage its channel and sales staff more effectively.

CRM Integration—By employing DocuSign for Salesforce, Acteva can now Close it in the Cloud^TM without leaving its CRM system, accelerating close times to hours. DocuSign automatically populates Salesforce data sets into its service which eliminates the need to re-key data. Using the tools in Salesforce, Acteva can create contract status reports.

Workflow Management—DocuSign automated many workflow processes for Acteva. For example, the entire contract signing process from generating the contract through the signing process is less than one hour and clients are less apt to delay the signing process as contracts are in PDF format.

By streamlining its manually intensive contract management practices and provide management visibility into the sales process using the electronic signature solution, DocuSign for Salesforce, Acteva saved significant time in its contract process.

Learn more about DocuSign for Salesforce on the DocuSign Web site or on the Salesforce AppExchange, which also provides information about an offering unveiled at Dreamforce Global Gathering 2009, DocuSign for Salesforce Real-Time Quotes.

Why bother with a scanner and data entry? With an electronic signature and online contract execution service like DocuSign, paper documents for signature never have to enter your office again.

You no longer need to type up a contract or disclosure, fill out the signer information, mark ‘x’s next to spaces for the necessary signatures and initials, fax the documents and wait. You can keep waiting while your signer gets the fax from the fax machine, reads the documents, signs and return faxes it back to you. Alternatively, your signer might set it aside on his or her desk, intending to get to it later and finally signing after you followed up half a dozen times.

Wouldn’t you prefer to just upload a document, fill out information about your signer(s), and have the DocuSign system send them an email with a secure link? Once your recipients click the link and the system authenticates them, they simply need to click to acknowledge that they are using electronic signature and adopt their own unique electronic signatures. Then, they read the documents and click to ESIGN where you’ve placed yellow stick-e-tabs. This process can take minutes instead of days. You’re now free to pursue more business.

Electronic signature and online contract execution saves DocuSign’s real estate customers significant time and money. Other organizations that have realized time and operational cost savings with the use of electronic signature and online contract execution include Yamaha, Great Lakes, RE / MAX, and Bellco Credit Union.

What technologies are you using to improve your productivity?

Ken learned a number of things on the tour… not the least of which is that Marc Benioff, salesforce.com’s CEO at approximately 6′7”, is a giant of a man with a giant idea. His idea is to do for business computing what LinkedIn has done for professional networking. LinkedIn has taken professional networking from in person, phone and email direct connections up to the Cloud. People can learn from each other and share their expertise, connect with each other and discover opportunities within their networks. The paradigm shift powered by salesforce.com with its force.com Cloud Computing platform expands a sales management tool via a Cloud Computing business process platform that eliminates companies’ need for data centers and IT staffs to run them. Force.com is far more than CRM, it’s truly a Business Computing Platform in the sky… 
 
Flashback to 2004: What was the Timing of Convergence between Social Networks and systems in the Enterprise?   

 
The big question was: “Were social networks a time sink, or were they helping employees be productive?”   Flash forward to 2009 and it’s now clear that Mashups provide an example of social networks having a place in the enterprise. For example, combining Customer Service Portals on Force.com and Facebook has resulted in a mashup that allows its users to track relevant conversations, adds to the corporate knowledge base and then shares that information with the relevant community. The ability to sift social networks for highly actionable enterprise content and leverage the wisdom of the crowds for the enterprise is now seen in actual implementation…the convergence between social networking and enterprise computing is real. 
 
Back in the day, customers used to call if they had questions. With the advent of the Internet and as search engines such as Google indexed the web, customers googled for the answers they sought. Now, customers turn to social networks to ask ‘similar others’ for help and get answers their questions and deal with problems. The social network works out the problems and as conversations hit a critical mass, the convergence of IT and knowledge base enables customer service operations to be aware of these conversations. Cloud Computing Mashups have enabled businesses to glean real world actionable knowledge and leverage the wisdom of the crowds.  
 Social networking came out of the dot com bust. These next 12 to 18 months we’ll see people searching for better ways of doing and not just doing. This means many innovative ideas and lots of innovation. As the economic grip tightens, people are thinking of new ways to do old things better, using technology. One of the big questions on everyone’s lips is how to find better, faster and cheaper ways of doing things we do everyday? Force.com is a tool that can be used to answer that question.  

Launched at Dreamforce 08, the annual salesforce.com user conference each November in San Francisco, DocuSign’s fully integrated Salesforce solution, available on the force.com AppExchange, is called DocuSign Connect for Salesforce: QuickStart.  These regional Cloudforce city tours gave DocuSign an opportunity to engage business communities that may not have had the opportunity to come to Dreamforce… and the reception was fantastic.  DocuSign is the leader in electronic signature and contract execution services and combined with the power of Salesforce offer significant value to companies that use both solutions.  With DocuSign, the electronic signature we collect confirms the data in contracts, HR documents, or anything people sign. The value of DocuSign is in the electronic signature and contract execution process, or the collection and management of data. If we can wrap our heads around the fact that we no longer need paper, we realize that we can collect and correct data throughout the process, shortening the round-trip of the data, driving shorter cycles, gaining greater visibility and achieving all the efficiencies of not producing, printing, shipping, receiving managing and storing of paper!  

How does taking paper out of the process affect YOU?  

DocuSign Connect for Salesforce is where No Paper meets No Software. For Enterprises, we take paper out of the sales and HR process, which means that an organization (your organization) no longer needs to produce, ship and store documents. Before DocuSign, data would be locked up in physical documents and once agreement was reached, would need to be rekeyed and entered into a database. With DocuSign’s Enterprise Class electronic signature and electronic contract execution process all transactions occur online with robust workflow processes and automatic real time updates… that means that the data captured in the electronic contract execution process is already online, secure, easy to find and easy to use!  
 
Because of Cloud Computing, we’ve seen a Facebook and Salesforce mashup create value resulting in customer delight. The mashup with Salesforce and DocuSign Connect for Salesforce provides:  
 

• End-to-end cloud-based contract execution built directly into the Salesforce workspace
• Real-time contract status updates – know where your deals are at any given moment
• Full DocuSign document sending capabilities embedded into Salesforce – so your salespeople can stay in a single workspace
• Direct data mapping which eliminates the need to re-key information driving massive efficiencies and speeding up your pipeline

 
The clear message from the Cloudforce Tour is that new and innovative ways of doing business in a fast paced world with a compressed economy are emerging every day. DocuSign Connect for Salesforce is a world class Mashup that speeds up the sales process, provides real time visibility into your pipeline of business and drives a wide array of efficiencies that organizations realize from day one.  Over and over again attendees who saw DocuSign in action at Cloudforce said “I gotta have that!” 
Ken’s favorite quote from the event was from a large Enterprise customer who said “Wow, with what we’re already doing in Salesforce your solution really will help my teams ‘Close it in the Cloud!’… with (DocuSign Connect for Salesforce) we can get rid of all of our filing cabinets and really build a paperless Enterprise!”

We live very challenging times. CRM magazine recently published an interesting article by Lauren McKay called ‘Spend your way out!’ with a very interesting chart, reproduced below:

Source: CRM magazine

This visualization describes the level of risk associated with various types of projects, depending on the state of the economy. Essentially it defines what is important to businesses in 4 quadrants.

I think most would agree that our economy is in the ‘weak’ column. This chart shows that companies like DocuSign need to align to a shift in customer focus to Compliance and Efficiency quadrants. This is actually excellent news because DocuSign is really ABOUT these two quadrants, and our benefits list reads like the bullets there. Our customers are seeking electronic signature and online contract execution services because DocuSign enables them to be more efficient, and improve compliance, and save money. In a previous DestinationCRM article Yamaha’s SVP of Finance Adminstration, Brian Jemelian discussed his experience with DocuSign:

Another surprise was the improvement in accuracy and visibility that the automation brings to Yamaha and to the process.

The article also makes some interesting statements that I can relate to this year. CEO Umberto Milletti of InsideView says “Customers right now are looking for guidance and a way through the recession.” This is very true, and the value DocuSign brings with our experience cutting costs for large Fortune 100 companies comes in very handy in times like these. DocuSign is a proven tool saving literally millions for our customers each year.

Also B2B market researcher Dan Adams says “Executives need to step back and say, ‘Where am I wasting resources?’” This is a critical question when companies need to tighten the belt. What we have found is that unlike other solutions which have a net cost to an organization for increased operational efficiency, DocuSign actually costs less than what they were doing before! The way we do this is to REPLACE the ‘wasted costs’ such as FedEx, re-keying data, scanning, and manually storing and handling paper. Smart companies can deploy DocuSign, cut back on these costs, and actually be MORE efficient in a matter of weeks.

The article is very bullish on SaaS offerings like DocuSign because they require no infrastructure investment, and can be deployed and have an impact rapidly – very important in this economy. For example, overnight delivery costs and manually processing documents have been increasing in cost due to high fuel prices. These transaction costs can add up fast and hit your profit margin really hard because they are tied to every transaction you do. With DocuSign, that cost will be reduced immediately.

To help you realize cost savings and beat the overnight shipping rate increases NOW, we’re currently offering a special deal – give me your 2008 overnight shipping bill, and I’ll set you up with a DocuSign account for 20% of that cost for the same volume of business, and I’ll deliver it round trip much faster! 80%.

Regarding an increasing focus on compliance, DocuSign’s Chief Legal Officer, Ken Moyle, has written a white paper that describes the DocuSign electronic signature in the context of state, federal and international standards for legal and enforceable electronic signatures. You should expect to hear more from Ken, as he’ll be joining me on the blog, providing his insight to how ECE can dramatically lower compliance risk and cost.

In these challenging times, DocuSign usage is growing quite rapidly despite the economy – due directly to our extremely positive and rapid impact on our customer’s bottom line. For smart companies it is almost like DocuSign is an ‘antidote’ to this down economy.

Back in June, Jet fuel was over $4.00 per gallon on the US Gulf Coast. Even though I don’t fly a jet (I use DocuSign, of course!), FedEx flies many on behalf of its customers. With this year’s rate increases, the cost of overnighting documents is climbing. DocuSign’s electronic signature service will save you money when compared to FedEx, UPS, or any other overnight delivery service for contract execution.

In September, real estate broker and blogger Kevin Boer discussed how he’s saved his clients time, effort, paper and ink by using DocuSign. Even though his clients travel frequently, all they need is Internet access to execute contracts. He even shared a power point presentation about electronic signatures. Kevin was one of many who blogged, made videos, or otherwise talked about DocuSign

We introduced a new suite of application integration services, DocuSign Connect, in November. DocuSign Connect enables SMBs, enterprises and vendors to integrate DocuSign’s electronic signature and online contract execution platform into any 3rd party or in-house business application, including CRM, ERP, ERM, BPM, and CLP systems. DocuSign delivers the full ‘contract execution process’ (ECE), and saves customers literally thousands of dollars per month by automating and streamlining a highly labor intensive set of manual steps involving postage, scanning/imaging and rekeying data.

The year ended with an announcement from Deutsche Post, the parent company of DHL, that it was shutting down its US delivery operations and cutting 9,500 jobs. Stock market opinion and analysis website Seeking Alpha commented, “After several years of trying to boost its market share, DHL decided that the continued costs of operating their delivery infrastructure did not justify the benefits of having 4% market share. While no one ever likes to see job cuts, in a world when we can easily fax or email documents, how many national overnight carriers do we need?” With technologies like DocuSign’s to provide a secure, reliable way to “ship” documents at a fraction of the cost, how many overnight carriers are really necessary?

Now that 2009 has started and overnight shipping rates have increased, there are more reasons than ever to use electronic signature and online contract execution services like DocuSign. Companies can literally save millions of dollars in overnight shipping expenses. Besides the TREMENDOUS cost savings, companies can complete deals light years faster when compared to the traditional shipping and mailing process, meaning in hours and minutes versus days and weeks. Completed documents also come back error-free and archived for easy retrieval and review.

Perhaps most importantly, leveraging a technology like DocuSign keeps companies environmentally responsible because it eliminates the need to use paper, faxes and/or fuel required for shipping and mailing. In this economic climate, every business must become more efficient. Finding ways to cut costs and accelerate growth will help leading organizations to be more competitive, more secure, and much, much more efficient. DocuSign can help you do both.

At the Dreamforce conference here in San Francisco the story is all about the ‘Cloud’ – and more specifically the Platform as a Service (PaaS) in the Cloud and the power of this new environment.

This year at Dreamforce, CEO and visonary Mark Benioff talked in his keynote about the arrival of cloud computing, and played up the advancements they have made by allowing applications that really go beyond CRM to be built on the force.com platform.  Mark also talked about the power of interconnecting ‘cloud services’ to create even more powerful applications.

For example, he demonstrated interconnections to Amazon for storage and compute capacity, Facebook for social communication, and Google for interactive applications and mapping.  The message here is that by leveraging the best tools from different clouds, a business can create more powerful and flexible solutions to meet their needs.  All very interesting.

Completely in-line with this sort of ‘interconnect for the best of the best’, DocuSign quietly demonstrated an integration of leading Electronic Contract Execution platform ‘Cloud’ service to Salesforce.  Now, the most powerful Cloud system for managing business data(force.com) is interconnected with the most powerful Cloud system for Electronic Contract Execution (DocuSign). 

This interconnection called ‘DocuSign Connect for Salesforce’ delivers new ways to streamline and manage business transactions that require signatures, data collection, and routing inside and outside the enterprise – using Salesforce as the data repository for all transactions.  DocuSign Connect for Salesforce is built on the newly announced ‘DocuSign Connect’ services. 

Together Salesforce and DocuSign provide the following important new capabilities:

·         100% visibility AND control over the transaction as it happens with real-time status updates back into force.com objects

·         Managed document workflows with serial or parallel routing to any number of recipients, inside or outside your company

·         Contract Execution workflow templates for contracts or forms pre-set exactly how transactions are to execute including authentication and workflow

·         Exact placement of e-signatures and initials into any document in any location to ensure compliance with government document rules and 3rd party reliance

·         Data collection during the signing process by assigned role piped back into ANY Saleforce object or field

·         Simultaneous data delivery to OTHER systems such as BPM or CLM services using the underlying Connect service

·         Integrated multi-layer authentication system for sensitive or high value transactions

·         Tamper proof contract management with end-end Encryption, continual document validation, and detailed audit trail of all activities

DocuSign’s service is enhanced by this interconnection to the Salesforce cloud several ways. One big way is the data reporting that is now possible. You can now literally ’see’ every single transaction, data field and step happening across your organization using Salesforce dashboard technology.  This is true for contracts sent by users from Salesforce, but ALSO by ANY contract creation system using your DocuSign service for ECE.  This means your ecommerce site that generates new accounts for you can be tracked. Remote signing by users who don’t have Salesforce accounts, etc.  It centralizes everything.

So, as they were saying at the Dreamforce event – ‘the future is here’. Full enterprise class e-signature and contract execution is available for Salesforce courtesy of ‘the cloud’.

Take a look here – DocuSign Connect for Salesforce