It's Here! The Real-Time Success Cloud: DocuSign for Salesforce

The smart, secure way to electronically sign, track and store documents

Close it in the Cloud! DocuSign for Salesforce is the premier, fully-integrated, fully-functional eSignature solution available through your Salesforce CRM.

CASE STUDIES

DocuSign for Salesforce Product Overview

DocuSign for Salesforce is the premier, fully-integrated, fully-functional eSignature solution available through your Salesforce CRM. Know exactly when your deal is delivered, when it's opened, when it's signed, and when your deal is Closed in the Cloud! DocuSign eSigned contracts are legally binding, backed by a court admissible audit trail.

Close it in the Cloud! DocuSign for Salesforce provides end-to-end digital document processing. Send electronically, get it signed electronically, get it returned electronically, and store and process it electronically.

Get started in minutes. Easy to install and set up. No training is required—sending documents for electronic signature is as easy as sending a Salesforce email.
Easy & Convenient. The fastest and best way to get a signature. Anytime, anywhere signing with a web browser - even on a mobile device. Keep the sales momentum going.
Rich Functionality. Employ transaction control, data collection, workflows, templates, user management, reporting, and more.
Complete Visibility and Control. Quickly view status and progress of your sales process through the dashboards. Know exactly when your deal is delivered, know when it's opened, know when it's signed, and know when your deal is Closed in the Cloud!

DocuSign for Salesforce Capabilities

Core E-Signature Capabilities
ESIGN Compliant, Certificate of Completion, complete audit trail, ESIGN Consumer Consent Manager, integrated signer authentication, 100% browser-based; no software to install

Enterprise Infrastructure
Enterprise-class data center, tamper proof process (AES Encryption/Hashing), fully redundant, 24/7 security & operations, comprehensive audit log

Sending Options
Universal document format, multiple recipients and documents per envelope, full Salesforce integration, bulk sending

Signing Options
Browser-based, Designed for Mobile (iPhone, Blackberry, Android, Windows Mobile & other mobile devices), tamper seal on exported files (PKI certificate), Fax Back in option

Management
Reporting, customer storage folder structures, search/sort envelopes; full integration with Salesforce reports and dashboards

User & Group Management
User account sharing, group management; auto provision Salesforce users

Workflows & Templates
Signer auto navigation, signing workflow templates, automatic templates and templates library, create/embed PDF forms

Transaction Control
Routing order of recipient, correct/update documents, resend, reassign, automated reminders/expirations; full Salesforce integration

Forms & Data Management
Data collection from forms, advanced field validation, export collected data from forms

Advanced Envelopes
In-person signing, signer attachments, control document visibility with Smart EnvelopesTM, authentication workflow (STAN, OFAC, age verification), document retention, automatic purging with advance notification

Optional Branding
Integrate your branding by using your logo, color palette and instructions for senders and signers

Optional Storage
Store documents and transaction information securely on DocuSign or directly in Salesforce records

for Executives

Rapid Success– Zero upfront costs. Get started in minutes. No training required. Send your documents in seconds. Get signatures in minutes. Close it in the cloud today.

When your sales people are ready to make an Opportunity a Contract, DocuSign for Salesforce accelerates the sales momentum with a fast, easy way to electronically sign deals and close it in the cloud.

Gets complete visibility into the entire sales workflow. Pre-packaged and extensible reports give you valuable insights and metrics to measure your sales team's success.

The DocuSign Dashboard gives you real-time visibility and valuable insights into sales and contracting work streams. Know your pipeline in real-time and see your deals as they're signed. A powerful management tool for improving performance, as well as process—know the who, what and when in real-time with a click.

Deals are returned quickly and correctly—every time. Collect data from DocuSign forms directly back into Salesforce. Eliminate 100% of errors and re-keying of data. Your sales people close deals faster and you are assured that every transaction is backed by a complete, legal audit trail.

Close it in the cloud today!

Built using the Force.com platform, DocuSign for Salesforce is available for a free test drive and deployment on the Salesforce AppExchange. All you need is Salesforce Professional Edition, Enterprise Edition or Unlimited Edition. Simply download DocuSign for Salesforce from the Salesforce AppExchange and complete a quick registration. New users receive the first 30 days free. For existing DocuSign users, just enter your current credentials and you're set. That's it. Point, click and DocuSign!

Get DocuSign for Salesforce now from the AppExchange!

for Sales Teams

Sales Success: It's as easy as sending Salesforce email. Your customer gets your offer, signs the deal online, you get notified immediately and Salesforce is updated automatically. Less buttons to push. No data to enter. More deals closed faster.

DocuSign for Salesforce is fully integrated. You never have to leave Salesforce to close a deal. It's as easy as sending Salesforce email. Simply prepare your deal as usual and click the Send with DocuSign button.

After you get the "Yes!" DocuSign does all the paperwork for you. DocuSign is your virtual sales assistant.

preps the deal
reminds them to sign
gets the signature
collects the information and
let's you know when the deal is closed in the cloud.

So you can do what you do best. Sell!

With DocuSign as your virtual sales assistant:

It's like sending Salesforce email. With DocuSign templates, prepping deals is fast and easy.
Get it right the first time. With DocuSign, customers can't make mistakes. DocuSign shows customers where to sign, where to enter information and when they're done.
Never nag your customer again—with automated signing reminders and expirations, DocuSign will do it for you.
With automatic status updates, know where your deals are in your pipeline in real-time.
You're done deals are automatically delivered back to Salesforce. No mail. No fax. No data entry. No problem.
Keep your boss in the loop automatically. Reports and Dashboards help you help them see your pipeline.
You focus on what you do best. Sell!

With DocuSign, nothing gets between your customer and your deal. Customers love it. Nothing to print. Nothing to overnight. Nothing to fax. Just point, click and DocuSign!

Automate deal reminders and expirations, set signer routing order, collect customer data, automatically populate your documents with Salesforce data—all directly through Salesforce. Further automate the sending process with customizable templates and patented automatic signing instructions.

Simply download DocuSign for Salesforce from the Salesforce AppExchange and complete a quick registration. New users receive the first 30 days free. For existing DocuSign users, just enter your current credentials and you're set. That's it. Point, click and DocuSign!

Get DocuSign for Salesforce now from the AppExchange!

for Salesforce Administrators

Real-Time Process Control. Zero up front costs. No costly, time-consuming software or hardware to install. Just download DocuSign for Salesforce free from the Salesforce AppExchange. Easy to deploy. No training required for you, your sales people or management. Get started in minutes. Get documents signed in minutes, not days or weeks. DocuSign improves efficiencies and enhances productivity. You'll have end-to-end visibility of your sales and contracting workflows through Salesforce. You get the right information in real-time every time you need it.

Get DocuSign for Salesforce now from the AppExchange!