DocuSign for Salesforce
Close deals faster with DocuSign for Salesforce
DocuSign for Salesforce is the fastest, easiest and most secure way to send, sign, track and store documents in the cloud. Fully integrated with Salesforce.com, DocuSign reduces paper waste, shortens the sales cycle, and increases close rates.
DocuSign is the most popular electronic signature App on the Salesforce AppExchange and the exclusive eSignature solution used by Salesforce.com’s 3,000+ sales reps to close more deals faster. Now, 90% of Salesforce.com contracts are signed the same day, and over 70% are signed within an hour.
DocuSign for Salesforce is built and supported by DocuSign and is available directly from DocuSign. DocuSign for Salesforce integrates with Professional, Enterprise, Unlimited, Force.com, and Developer editions of Salesforce.com. A trial of DocuSign for Salesforce is available on the AppExchange.
Close Business Faster
DocuSign for Salesforce allows Salesforce customers to close business transactions more quickly than traditional, paper-based processes. Simply use your Salesforce login credentials to access DocuSign and send Salesforce documents. Stakeholders can easily review contract information with the click of a button, and can approve a contract within minutes.
Save Time on Contract Creation
Pre-populate document contents 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. No re-keying necessary.
Leverage Salesforce Data
DocuSign for Salesforce supports virtually any type of document requiring a signature from within accounts, contacts, opportunities, and any other standard or custom object. You can leverage your account’s contact information and update your Salesforce records in real-time with information collected during DocuSigning.
Streamline Workflow Processes
With support for complex routing rules and dynamic collaboration tools, DocuSign makes sending documents electronically for eSignature as easy as sending a Salesforce email. Plus, you always have visibility and control into where contracts are in the process.
DocuSign for Salesforce on Mobile
DocuSign for Salesforce is available anywhere, anytime, on any device. This means that you can download DocuSign onto your mobile device and add Salesforce login credentials. Signed documents can be set to be stored back in Salesforce upon completion, even if they didn't originate in Salesforce.com.
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.
Key DocuSign for Salesforce Features & Benefits
Sign online or in-person with one click
DocuSign is easy and intuitive to use, enabling you to get documents and contracts completed more quickly.
Merge data from any object
Leverage your account’s contact information and update Salesforce records in real-time.
Real-time deal updates via Chatter
Keep everyone up-to-date when opportunity status changes and when deals close.
In-person signing
Obtain customer signatures even when in person – anywhere, anytime, and on any device.
"Sign now" feature
Quickly sign documents sent to you or before they go out to customers and prospects.
Native integrations
Easily integrate with Conga Composer, Apttus, BigMachines, Selectica, Upside, Drawloop, Zuora, and more.
11 native languages
Support for sending documents for signature in 11 native languages.