DocuSign for Salesforce
Close deals faster with DocuSign for Salesforce
DocuSign’s integration with Salesforce.com allows users to sign or send documents for signature directly from Salesforce. Documents can pull data – like contact names, titles, PO numbers, etc.—directly from Salesforce. Completed documents are then returned to Salesforce and data is automatically updated to your Salesforce records. In other words, DocuSign for Salesforce reduces paper waste, shortens the sales cycle and increases close rates, while keeping business straightforward and completely digital.
Working With Our Partner
DocuSign has helped Salesforce.com’s more than 3,000 sales reps close more deals faster, often within the same day. After introducing DocuSign, 90% of Salesforce.com contracts are signed the same day, and over 70% are signed within an hour.
DocuSign is the most popular electronic signature App on the Salesforce AppExchange and integrates with Professional, Enterprise, Unlimited, Force.com, and Developer editions of Salesforce.com. A free trial of DocuSign for Salesforce is available on the AppExchange.
Close Business Faster
Use DocuSign for Salesforce to close business transactions without relying on slow, outdated paper-based processes. With one click, a document is formatted and sent to the right people, by an automated process, to review and sign. Stakeholders can sign any time, anywhere, on any device without downloading or installing anything. The process to approve a contract only takes a few minutes.
Save Time on Contract Creation
Pre-populate documents from existing Salesforce customer data. Create high-volume forms by conveniently dragging and dropping data fields directly from Salesforce or use and save templates in DocuSign without re-keying data, saving you time and eliminating potential errors.
Leverage Salesforce Data
DocuSign for Salesforce supports the sending of virtually any type of document requiring a signature stored in your Salesforce account, contacts, opportunities, and any other standard or custom object. Leverage your account’s contact information to populate your documents and see Salesforce update your in real-time with information collected during the signing process.
Streamline Workflow Processes
Support for complex routing rules and dynamic collaboration tools makes sending documents electronically for eSignature as easy as sending a Salesforce email. Visibility into and control over where contracts are in the signing process keeps the process moving efficiently. Plus, with Salesforce Chatter, you can keep everyone up to date when an opportunity’s status changes and when deals close.
DocuSign for Salesforce on Mobile
DocuSign for Salesforce is available anytime, anywhere, on any device. This means that you can download DocuSign onto your mobile device and login using Salesforce credentials to sign on the go. Use mobile signing to stay connected at all times and even obtain customer signatures in person. iOS users can also pull documents directly from Salesforce.com and store documents back into Salesforce when signing, even if the documents didn’t originate in Salesforce.com.
DocuSign for Salesforce integrates with every level edition of Salesforce.com (Professional, Enterprise, Unlimited, Force.com, and Developer). Also access native integrations with Conga Composer, Apttus, BigMachines, Selectica, Upside, Drawloop, Zuora, and more.
Support for Native Languages
DocuSign for Salesforce supports 11 native languages, including Chinese (simplified), Dutch, English, French, German, Italian, Japanese, Korean, Portuguese, Russian, and Spanish.