In Case You Hadn’t Heard…

DocuSign is now the official and exclusive provider of ESIGN services for NAR members under the REALTORS Benefits® Program. We are very excited about this new opportunity and how e-signatures are changing the way REALTORS® do business. If you did not get DocuSign while at the event, it’s not too late! You can sign-up here until December 31, 2009 to take advantage of our special ESIGN Advantage Promotion for REALTORS®

Already a DocuSign customer? Don’t worry! We’ll have all new plans for both new and existing customers in January 2010. You can find us on REALTOR.org.

REALTORS® Conference & Expo Highlights

A Rare Opportunity! 
A few lucky show attendees had the privilege of learning about DocuSign at one of the scheduled in-booth demos by DocuSign founder and VP of Product Strategy, Tom Gonser. Who better to learn about DocuSign than from the company founder? No one knows DocuSign better or is more passionate about how electronic signatures affect the way business is done.

DocuSign Named a “Must-Have” Technology Tool in Two Important Sessions

Road Warrior 
by Shannon Williams King – Broker/Owner, TriBella Realty
For those who attended the Road Warrior session by Shannon, you know she knows her business. Shannon named DocuSign one of the must-have technologies and applications necessary for a real estate road warrior. Ms. King served on NAR’s Strategic Planning Committee for 2007 and 2008 and starting in 2008, is serving on the Young Professional’s Network – NAR Advisory Board. She was also named one of 30 Under 30 in REALTOR® Magazine in 2005. Thank you, Shannon!

For the Road Warrior Giveaway, Maribeth Messineo Peters of Ellen Terry Realtors in Dallas, TX is the lucky winner of a FREE one-year subscription to DocuSign! Congratulations, Maribeth!

Leveraging Technology for Luxury Home Marketing 
by Aaron Wheeler – President & Managing Broker of Oakville Properties
Aaron named DocuSign as one of the technologies and applications necessary to take your real estate business to the next level in “Leveraging Technology for Luxury Home Marketing”. Mr. Wheeler is also publisher of LUXRETECH, the blog about leveraging technology for luxury real estate marketing. Thank you, Aaron!

For those of you who stopped by, we’re glad to have met you. For those of you we haven’t yet met, we hope to meet you soon. We’ll be at Inman Real Estate Connect in New York in January. You can also always catch us on Twitter or Facebook.

We’re always happy to talk e-signatures!

Oh, did you think I forgot? Congratulations to Sabrina H. Lewis, with Royal Realty & Associates! Sabrina won a $500 Visa gift card, for stopping by our booth during REALTORS® Conference & Expo in San Diego.

With six scheduled demos, many more impromptu one-on-one demos, questions about “Designed for Mobile”, and forms compatibility, I’ve pulled together some thoughts to share:

1. How do I get DocuSign on my mobile phone?

DocuSign “Designed for Mobile” comes with your subscription to DocuSign – there are no apps to download! It works for Apple iPhone, Blackberry, Windows Mobile, and Google Android. With electronic signature “Designed for Mobile,” eSign is faster and easier for customers to complete transactions while on the go.

You and your clients can now view and e-sign documents on your handheld device and see a new status console optimized for mobile browsers.

2. Will DocuSign work with my forms?

We’ve partnered with many of the real estate forms providers, including zipLogix (zipForm® and WINForms®), Realfast (Realfast2Go™), IRES, Reveal Systems (TrueForms), LPS Real Estate Group which includes TransactionPoint and DocCentral – click here to learn more about our partners.

You can also DocuSign documents created in Adobe (PDF’s), MS Word, Excel & PowerPoint as well.

3. How do I get started with DocuSign and electronic signature?

You can sign up on the DocuSign web site. Once you’ve signed up, take a look at our subscriber resources:

• Sign up for a Live Interactive Training webinar for eSignature
• Browse our DocuSign Electronic Signature forums, which are online discussions of DocuSign features, how-to’s, product announcements and more.
• Watch our How-To videos, including “Sending and signing a Lead-Based Pain Disclosure using DocuSign”, “Sending from zipForm 6 and DocuSign”, “How to add another real estate agent as a carbon copy recipient” and more. Take a look to see if there’s a video that addresses your question!
• Read our blog and suggest post ideas in the comments

With a 30-Day Free Trial, you can experience the power of securely sending, signing and storing documents with DocuSign.

Thanks to everyone who stopped by our booth at NAR – keep an eye on the blog for an exciting post-NAR announcement for those of you who stopped by!

Our time in San Diego for REALTORS® (NAR) Annual Conference and Expo 2009 has come to a close, but we aren’t missing a beat – we’ve headed north to be EVERYWHERE at the Cloud Computing Event of the year – salesforce.com Dreamforce Global Gathering 2009 at the Moscone Center in San Francisco November 17-20, 2009.

Before we left NAR, we were pleased to be named as one of the technologies and applications necessary to take your business to the next level in the “Leveraging Technology for Luxury Home Marketing” session. Aaron Wheeler, the speaker, also named Salesforce as a must-have CRM. – Thank you Aaron!

Leveraging Technology for Luxury Home Marketing: Grow your luxury real estate practice by implementing an internet and technology strategy and using cost-effective solutions. Increase your service level and client loyalty using customer relationship management technologies. Determine how to track advertising campaign effectiveness and provide the results to your client. A real estate professional shares tips on what does and does not work when you leverage syndication technologies, email marketing, social media, and other technologies to increase exposure for your luxury listings.

From Southern California to Northern California… we’re so hot, we can’t stop!

Today marks the opening day at Dreamforce and the first day of Cloud Expo!

During the Cloud Expo in booth #1118, we will have experts available to demonstrate the new solution suite, analyze customer business workflows, recommend best practices and help attendees get started with a 30-day free trial. Attendees participating in a brief demonstration are entered in a drawing to win a Dell Netbook at the close of the show.

Stop by our booth to say hi to Tom Barnes, Robert Sanchez, Adam Hernandez, Brad Epker and Mike Tasca. You can also catch Tom Gonser, Bob DeSantis, Loren Alhadeff, Ken Cavallon, Eric Wong, Tanya Frerichs, Doug Rybacki, Mike Borozdin, and Steve Woodworth at various sessions. We’re looking forward to seeing everyone!

Don’t forget to mark your schedules for three don’t-miss sessions: Close it in the Cloud!™ with DocuSign Smart Electronic Signatures, Electronic Contract Execution with Apttus, and DocuSign for Salesforce and in collaboration with Salesforce CRM product group in their session Introducing Real-Time Quotes to Salesforce CRM.

Introducing Real-Time Quotes to Salesforce CRM

Thursday, November 19th, 1:30 p.m. – 2:30 p.m., PT. Room North 133.

In this Salesforce CRM product group session, DocuSign will demonstrate for the first time its rich integration with this new capability. In collaboration with the Salesforce CRM Real-Time Quotes product group, DocuSign will show attendees how to close it in the cloud in real-time. Attendees will see the future of Real-Time Quotes in the Spring 10 release, learn how to manage quotes with workflow, quote with product bundles using BigMachines and leverage integrated electronic signature technology with Smart eSignatures from DocuSign. We’re excited to be an integrated part of the solution and the only ESIGN provider in the session.

Speakers: Tyler Ziemann, Salesforce.com; Tim Handorf, BigMachines; Ken Cavallon, DocuSign.

Sales Track: Close It In The Cloud! with DocuSign Electronic Signatures

Thursday, November 19th, 2:45 p.m. – 3:45 p.m., PT. Room North 130.

Learn how Yahama, Expedia, and LinkedIn have transformed their business by using DocuSign for Salesforce CRM. Companies have eliminated paper and are sending contracts for electronic signatures, transforming slow, manual, expensive, paper-based contract processes into efficient 100% cloud-based processes. With integrated data management, your people will never need to rekey data again! Close more deals faster, eliminate errors, and increase efficiency by closing it in the cloud with DocuSign for Salesforce CRM.

Speakers: Gene Harden, Expedia, Inc.; Tom Gonser, DocuSign; Mike Machado, Yamaha Corporation of America; Brian Frank, LinkedIn.

Large Enterprises Track: Electronic Contract Execution with Apttus and DocuSign for Salesforce

Friday, November 20th, 9:00 a.m. – 10:00 a.m., PT Room North 120.

Using the power of end-to-end electronic contract management from Apttus and electronic signatures from DocuSign, successful companies can now speed up time to revenue, automate business process, eliminate paper, and ensure compliance with this amazing cloud computing solution that delivers on the promise of the paperless enterprise! Join us to find out how your enterprise can Close it in the Cloud! with electronic contract execution from these two top AppExchange partners.

Speakers: Kirk Krappe, Apttus Inc.; Tom Gonser, DocuSign

Hello, San Diego! What a great first day at REALTORS® (NAR) Annual Conference and Expo 2009! We’re on hand to discuss electronic signature, answer any questions you might have about signing, tracking and storing your documents online, and meet YOU. While you can find us at the EXPO in booth #3416, we also attended several sessions, including:

New NAR Tools to Benefit Your Business: Member Information Services Forum with Constance Freedman, Tom Glatt, Judy Perez, Kristin Stafford, and Jeffrey Young

Representatives from REALTORS® Property Resource, REALTORS® Core Health Care, REALTORS® Federal Credit Union, the Right Tools Right Now and the Second Century Ventures will update you on how these tools are designed and developed with your needs and successes in mind. Discover how you can utilize these tools whether responding to a client’s inquiry during a transaction or creating a more profitable real estate business.

Real Estate Road Warrior with Shannon Williams King

Determine how to run your business on the road, as a virtual office, saving thousands of dollars each month and which tools, electronic accessories, and applications are needed to be successful. Walk through a typical day of a real estate professional who currently uses her car as her office. Explore how to stay connected using internet marketing and social media. Identify at least 15 technologies and applications you should implement in your business today.

DocuSign Electronic Signature was pleased to be named as one of the must-have technologies and applications necessary for a real estate road warrior – Thank you Shannon!

I stopped by the bloggers’ lounge to listen to Jay Thompson, one of DocuSign’s early adopters, discuss social media tools and use his online presence as a concrete example of a social media strategy.

At the EXPO, Dave Thorpe, Jim Custer, Suzanne Alberti and I were joined by Ken Moyle, DocuSign’s Chief Legal Officer, and Tom Gonser, DocuSign’s Founder and VP of Product Strategy. Matthew Schiltz, DocuSign’s CEO, also stopped by our booth, #3416.

Saturday, we’ll be on the EXPO floor between 9:00 am and 4:00 pm.

On Sunday, you can come see us between 10:00 am and 5:00 pm.

On Monday, the last day of NAR EXPO, we’re available between 9:00 am and 2:00 pm.

Stop by booth #3416 to see firsthand the power of DocuSign Electronic Signature. You can attend a video demonstration, receive special event offers and earn a chance to win up to $1,000 in Visa Gift Cards!

Today we attended RE BarCamp San Diego, where we put together a presentation about mobile technologies and mobile applications, including electronic signature.

The session started with discussion about iPhone, Blackberry and Google Android applications. From Twitterberry to Tweetie for iPhone, we discussed why we chose the phones we did and what we found compelling about different applications.

We also discussed Bump for iPhone and contxts.com for SMS business cards, which are perfect for conferences when you want to share information digitally or you’ve run out of traditional business cards.

The session closed with a discussion about electronic signature – key for a busy real estate professional on the go! In addition to DocuSign’s web accessible, electronic signature service, DocuSign has enabled mobile signing with its “Designed for Mobile” feature.

With DocuSign for the web and Designed for Mobile, we had some thoughts to share about mobile technologies. If you missed our discussion today, stop by our booth (#3416) at REALTORS® (NAR) Annual Conference and Expo 2009. You can attend a video demonstration, receive special event offers and earn a chance to win up to $1,000 in Visa Gift Cards!

Prudential California/Nevada Realty Selects DocuSign as Exclusive E-Signature Provider

Prudential California Realty in Northern California and Prudential Nevada Realty have chosen DocuSign as the e-signature technology standard and exclusive provider for 1,800 real estate professionals. Prudential California Realty in Northern California and Prudential Nevada Realty will provide its agents access to DocuSign’s electronic signature service as a benefit of their association with the firm. Prudential California Realty in Northern California and Prudential Nevada Realty is one of the largest regional realty brokers with 40 locations and $3 billion in sales volume.

With DocuSign’s electronic signature service, Prudential real estate agents can simplify the real estate contract signing process, save hours of time each week, eliminate signing errors and accelerate deal close rates.

DocuSign Named Approved Supplier by Keller Williams

DocuSign has also been named an approved supplier by Keller Williams, allowing us to offer DocuSign electronic signature to Keller Williams agents and brokerages nationwide.

With DocuSign, real estate professionals can get real estate documents signed electronically, closing deals faster and easier. DocuSign documents are delivered, reviewed, signed and returned online. Realtors simply place familiar yellow Sign Here tabs in the document and send. Clients are guided through a simple signing process and the agent receives an email notification once the document is signed. With DocuSign, real estate agents can simplify the real estate contract signing process, save hours of time each week, eliminate signing errors and accelerate deal close rates.

DocuSign and FBS provide Cutting-Edge Technology Solutions for Real Estate Professionals

DocuSign has formed an alliance with FBS, creators of the flexmls® family of Web applications, used by more than 90,000 real estate professionals. FBS will offer DocuSign electronic signature services to its 11,000 customers using flexmls Forms as part of their flexmls Web solution.

How-To Sign Up and Access DocuSign Electronic Signature Services with flexmls
FBS customers will sign up and access DocuSign by simply inputting their credit card straight from their flexmls application. Once registered, real estate agents can get documents signed electronically, closing deals faster and easier. By integrating DocuSign with flexmls, real estate agents can simplify the real estate contract signing process, save hours of time each week, eliminate signing errors and accelerate deal close rates. Full product integration will be complete before Q1 2010.

FBS customers can leverage the power of electronic signatures directly from their flexmls user interface and receive ongoing support from FBS for maximum convenience.

A demonstration of this combined solution is available at the FBS Data booth #1225 during the REALTORS® Annual Conference and Expo 2009 in San Diego on November 13-16, 2009.

We’ll be available to talk electronic signature as well – to learn about the power of DocuSign, visit our booth (#3416). You can attend a video demonstration, receive special event offers and earn a chance to win up to $1,000 in Visa Gift Cards!

DocuSign! We’ll be available to discuss electronic signature at the REALTORS® (NAR) Annual Conference and Expo 2009. You can visit DocuSign Booth #3416 to experience the power of electronic signatures, sign up for a free trial and receive other NAR participant incentives. We’ll have a variety of special offers created specifically for NAR participants attending the conference in San Diego on November 13-16, 2009.

This yearly conference of America’s largest residential and commercial real estate trade association, representing 1.2 million members, is an opportunity for us to share information and premier new functionality of our award-winning electronic signature service through interactive demonstrations.

NAR attendees can learn about DocuSign’s new Designed for Mobile feature, providing document signing via an iPhone, BlackBerry, Google Android, Windows Mobile or other mobile devices, and see other new capabilities including fax back and account management enhancements.

Participating in a demonstration gets you automatically entered to win up to a $1,000 in Visa gift cards at the close of the event. Want details? Visit us in booth #3416!

The REALTORS Conference and Expo makes it easy for industry professionals to test new products and learn how they can supercharge their businesses with new productivity tools like electronic signatures, mobile signing and more. DocuSign has received a lot of interest from the real estate community and we are geared up for a banner showing to thank the community for its support through special incentives for NAR attendees. – Dave Thorpe, business development director at DocuSign

Experience the Power of DocuSign in Action:

What: Live demos of the DocuSign service

Where: DocuSign booth #3416 at the San Diego Convention Center

When: Live demos sessions will be held on November 14 and 15. Stop by booth #3416 for more information.

NAR Bonus: Demo participants are automatically entered to win a $500 Visa Gift card, bring a friend and you can win a $1,000 Visa gift card.

Stop by our booth, #3416 – Suzanne Alberti, Dave Thorpe, Jim Custer and I are looking forward to seeing everyone! Matthew Schiltz, DocuSign’s CEO and President as well as Tom Gonser, DocuSign’s Founder and VP, Product Strategy will also be in attendance.

We’re excited to participate at the REALTORS® Conference & EXPO 2009 and look forward to discussing how you can leverage DocuSign to supercharge YOUR business!

We’ll see YOU there!!

1. What does DocuSign Electronic Signature do?

DocuSign enables you to electronically send, sign, and manage your real estate and broker forms with confidence. You can use your current form creation process with DocuSign’s ability to mark up the document with yellow stick-e-tabs so you’ll never miss another signature or initial again.

DocuSign also notifies your clients that they have documents to sign and will walk them through the process of adopting an electronic signature and signing the document. You can also set up DocuSign to copy the other agent in the transaction so that once your clients have all signed, the process moves forward automatically! You’ll also receive a notification when your signers have all signed.

Using DocuSign’s electronic signature process with your real estate forms makes it easy and convenient for both you and your customers, giving you the competitive advantage buyers are talking about.

Find out how-to integrate DocuSign with your current forms creation software.

2. How does the e-signature get into the DocuSign system?

First, the sender creates an envelope and uploads the documents for signature. The sender addresses the envelope with the signer’s name and email address.

Then DocuSign sends the signer an email notifying them they have documents to be signed.

The signer clicks on the secure link, authenticates himself or herself into the system and goes through a process to adopt an electronic signature unique to the signer.

3. Won’t using electronic signature hurt my ability to develop relationships with my clients?

We understand that as real estate professionals, relationships and relationship building are important to your bottom line.

For example, if you and your client are in the offer process, you may also end up counter-offering as well. What if your client doesn’t have time to meet you every time new documents need to be signed? What if they’re out of town on business?

With DocuSign, the signing process can happen remotely if that’s what the client needs. DocuSign also offers in-person signing capabilities that enable you to leverage the power of electronic signature, document management and provide the in-person interaction as well.

4. Do I need any special equipment?

No – you can access DocuSign’s electronic signature services anywhere you have internet access, email and a web browser. This means you can access the DocuSign system from your home, office, or local coffee shop with wifi.

You can DocuSign from your desktop PC, Mac, Windows laptop, tablet – whatever computer you currently have, as long as you can get email, internet and browse the web!

This fall, DocuSign also launched ‘Designed for Mobile’ signing support for Apple iPhone and BlackBerry devices to make it faster and easier for customers to complete transactions while on the go.

5. Can I get more information about the legality of electronic signatures?
Absolutely – take a look at the legal section of the DocuSign blog, where Ken Moyle, DocuSign’s Chief Legal Officer and the Public Policy Chair of ESRA, shares his thoughts and writings about electronic signatures, electronic signature acceptance, authentication and evidentiary considerations.

Sessions evolve based on whatever topics attendees want to share with whoever wants to learn. The sessions and tracks will be set the morning of the event, so show up early (8:30am to be exact!) to get your session on the calendar and provide input on the sessions you want to see. As a sponsor of this event, we want you to have the best experience possible, so without further ado…

Tips to Get the Most Out of RE BarCamp San Diego:

1. Participate! RE BarCamp San Diego is about participation – everyone has something valuable or interesting to share as well as opportunities to learn
2. Learn! You might be curious about a new technology or tactic. You might have questions like “How does a signature get into an electronic signature system?” There will be many interesting, knowledgeable people at RE BarCamp San Diego – ask someone!
3. Facilitate! If you’re running a session or having a hallway conversation, you can always draw in other attendees to offer up what THEY know to keep the conversation productive and interactive.
4. Share! Everyone knows something – share with others what you know. If you know about search marketing, blogging, blog copy writing, working with lenders, using various technology tools like electronic signature, SHARE IT! RE BarCamp San Diego will be a valuable learning experience for all if we share what we know.
5. Walk! The two feet rule applies to RE Bar Camp San Diego – if you aren’t getting value in the session you are in, go find another one, so you can learn what you want to learn.

DocuSign will be on hand with Jay Thompson, Dean Ouellette and others for a panel discussion on various technology tools to take your office mobile or virtual. Curious about mobile broadband? Want to know how electronic signatures can save you time and get your clients to rave about your service? What about video cameras, laptops or other hardware tools? Tablet, Mac, or Windows laptop – which one would work best for you?

Come say hi to me at RE BarCamp San Diego and we can talk about electronic signatures, going paperless, working remotely or anything else you want to discuss. I’ll be the really petite one who looks taller in her Twitter avatar (@DocuSign).

The Social Media and Technology Symposium was designed to teach over 200 real estate professionals how to effectively utilize marketing and social media strategies and current technology to promote themselves and enhance their business.

DocuSign presented an hour long session to introduce DocuSign electronic signature solutions. Doug Rybacki, DocuSign’s Director of Product Management, presented to 60 attendees which included real estate professionals who also use zipForm or WINForms.

Some common questions Doug was asked included “How does the signature get in there?” as well as “How do I sign up?”

How to Sign Up:

Just go to the DocuSign real estate web site and click the “Buy Now” button.

You can also go to the DouSign and zipLogix site at click “Buy Now” as well if you use zipForm or WINForms.

How the Signature Gets In There:

First, the sender creates an envelope and uploads the documents for signature. The sender addresses the envelope with the signer’s name and email address.

Then DocuSign sends the signer an email notifying them they have documents to be signed.

The signer clicks on the secure link, authenticates himself or herself into the system and goes through a process to adopt an electronic signature.

Advanced Functionality

Some hot topics in electronic signature included Anchor Tabs and Templates. These features make the process of tagging a document so easy. Anchor tabs can drop initial for a buyer on each of a 10 page purchase agreement in all the correct places at the correct size. Templates enable you save even more time if you tend to send the same types of documents to your various clients.

If you missed DocuSign at the Citrus Valley Social Media and Technology Symposium, you can catch us in San Diego at RE Bar Camp San Diego on November 12th and at REALTORS(s) Conference & EXPO 2009 November 13th – 16th.