Yamaha’s praise of electronic signature from DocuSign for Salesforce! Why? Dramatic increases in agreement compliance rates after implementing DocuSign for Salesforce to automate the signing process of agreements with Yamaha Corporation of America’s network of dealers.

With DocuSign for Salesforce:

Yamaha can:

• Sign-up new dealers
• Renew existing dealer agreements
• Realize greater operational efficiencies with seamless integration with DocuSign electronic signature and Salesforce CRM

Yamaha has:

• Automated sales agreement processes
• Slashed cost, time and error rates from previous paper-based process
• Increased visibility into the status of every contract at any given moment
• Eliminated a myriad of costly manual processes

Yamaha dealers worldwide have used DocuSign’s on-demand electronic signature service to digitally sign their annual agreements. Once signed, the contracts are securely stored online for easy retrieval and recordkeeping. Using DocuSign from a Web browser or mobile device, the dealers access and sign their Yamaha agreements online in minutes from any location at any time. Dealers no longer have to wait to receive a contract via snail mail, hassle with mailing it back or filing a paper copy. Since deploying DocuSign, Yamaha’s agreements are typically completed within minutes or hours, NOT weeks or months, as was the case before.

The DocuSign Electronic Signature Advantage
Why did Yamaha select DocuSign for Salesforce electronic signature solution after reviewing several competing solutions?

• Ease of Use—DocuSign’s intuitive service closely replicates the traditional signing experience, easily meeting Yamaha’s top priority that the new solution be readily accepted by their dealers.
• Compliance—With DocuSign, Yamaha created one uniform contract that dealers cannot revise ad hoc, ensuring 100 percent compliance for all signed contracts. All DocuSigned agreements are legally binding and backed by a full audit trail.
• Real-time Insight—DocuSign reveals the signing status of every agreement: when it was opened, when it was signed, how long the dealer has had it, and which agreements remain to be signed, enabling Yamaha to manage its channel effectively.
• CRM Integration—By connecting DocuSign to Salesforce, Yamaha can now Close it in the Cloud!TM without leaving its CRM system, accelerating close times to minutes. DocuSign automatically populates Salesforce data sets into its service which eliminates the need to re-key data. Using the tools in Salesforce, Yamaha can create reports about contract status.
• Workflow Management—DocuSign automated many backend processes for Yamaha, liberating employees from using a spreadsheet to manually track each agreement that required about 50 touch points across the company.

Want more information about the business benefits DocuSign provides Yamaha? Read the detailed case study.

To learn more about DocuSign for Salesforce, connect with the DocuSign team at salesforce.com Dreamforce Global Gathering 2009 at the Moscone Center in San Francisco November 17-20, 2009. Stop by the DocuSign booth, #1118, to participate in a brief demonstration and enter a drawing to win a Dell Netbook at the close of the show.

Since 2002, Drawloop Technologies, Inc. has become one of the leading on-demand document automation solution providers on the market. How does electronic signature from DocuSign enable Drawloop to dramatically reduce its contract turnaround time?

Drawloop allows customers to take native files or original source files to quickly and automatically create sales quotes, proposals, presentations, sales contracts and other documents within Microsoft Word, Excel, PowerPoint and PDF files. Drawloop’s customers can custom package these documents to meet their needs as well as wrap rules around documents and merge data quickly.

Drawloop’s Business Challenge

Drawloop’s core offering of document automation technology needed a final piece of the puzzle to enable the full cycle of contract management. Drawloop also wanted an electronic signature solution for internal Drawloop use as well as a technology partner.

According to Jim Roberson, co-founder and president of Drawloop:

You might automate your quote, your proposal, your marketing collateral and so on during the sales process and none of that – with the exception of maybe an NDA at the beginning of the process – typically needs an executed signature. So you’ve done all of this automation, but when you get to the last step of the sales process, which is how you get paid and how you close business, you’re missing a key element of the automation if you don’t offer that electronic contract execution at the end of that process.

The Solution? DocuSign for Salesforce with Dynamic Documents

Drawloop chose DocuSign due to DocuSign’s robust electronic signature workflow technology:

We see DocuSign as the last step of document automation – and one of the most critical. It was natural for us because for a lot of documents that we automate, merge and package, the next step is to get those executed and that’s where we found a nice fit and synergy with our service and the DocuSign electronic signature service.

Drawloop: integrated its solution into DocuSign to allow its salespeople to pull data directly from Salesforce

Salesforce: auto-populated e-signature enabled contracts and directly receives missing or updated contract information

DocuSign: managed routing for multiple signers and captured data during the signing process, once the appropriate data and signature fields are merged

DocuSign is substantially unique from other options because most of the time if you’re missing data you need to pick up the phone, call them, email them and try to get all of that data before you can send it out for signing. With DocuSign, this hassle is totally eliminated.

What was the result for Drawloop? Considerably reducing turnaround from days to hours as well as enabling Drawloop’s sales team to start the contract execution process sooner. One of the greatest benefits of implementing DocuSign for Salesforce with Dynamic Documents includes improved organization, automation and archiving of contracts.

DocuSign allowed Drawloop:

• To close contracts within hours instead of days or even a week
• To eliminate scanning of contracts and manual data entry back into Salesforce, a process that introduced data loss and extra manual steps
• To gather data from customers and provide this information directly within the appropriate fields within the DocuSign contract

While electronic signature helps Drawloop get documents signed faster, only DocuSign for Salesforce allows Drawloop to get documents signed faster with improved data workflow. Click for the complete Drawloop case study.