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More Ways to Streamline Contracts with DocuSign for Salesforce

By Andy Tzou 

You’ve already spent the time to make sure your Salesforce records have all of the information you need. So why should you need to re-enter that information before sending a document out for signature?   

One of the most helpful and powerful tools in the DocuSign for Salesforce toolbox is merge fields. With a few simple configuration steps, you can connect Salesforce data fields to fields on your documents, allowing data to automatically appear– without having to manually re-enter it. Screen Shot 2016-05-23 at 10.18.19 AM

Besides the obvious benefit of automatically populating data onto forms, implementing merge fields:

Saves time : Users no longer have to go through the painstaking task of manually entering information onto documents prior to sending

Reduces errors: Information is no longer manually entered, so what’s populated onto documents is exactly what exists in Salesforce.

Real-time updates: Merge fields can be configured with a simple checkbox to allow for data to flow both ways – meaning data can appear on documents automatically. When a recipient fills out form fields, that data is automatically pushed to the corresponding fields in Salesforce.

Click here to watch a 4-minute video on creating merge fields or you can download the recipe here. 

If you are interested in learning more, be sure to check out these resources:

 DocuSign for Salesforce User Guide – Find out about additional formatting, control, and management features

 DocuSign University – Learn from pre-recorded webinars or attend instructor-led courses

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2 Comments

  1. Janell Saavedra

    July 5, 2016 at 2:13 pm

    I would love to see this type of integration with other platforms! This would be a game changer for us.

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