Salesforce Extension App for Docusign Maestro Beta is Live

We recently introduced Docusign Intelligent Agreement Management (IAM) and outlined exciting new offerings, including the Docusign App Center. With the App Center, you can discover and install apps to extend your agreement processes.

We’re excited to offer the beta for the Salesforce Extension App for Docusign Maestro! Now you can initiate an agreement process outside of Salesforce, whether it's for customer onboarding or lead to cash processes.

Although quote-to-cash is a core process for many businesses, streamlining it can be difficult. With the new Salesforce Extension App, creating a self-service quote-to-cash workflow has never been easier. This simplified process is a new way to close deals faster, reducing churn, eliminating inefficiency, and minimizing revenue leakage.

The Salesforce Extension App for Docusign Maestro allows you to automate your agreement processes by creating custom workflows in Maestro. With the Salesforce extension app for Maestro, data can now flow automatically to and from Salesforce as part of your agreement workflow, increasing efficiency and improving the overall customer experience.  

The capabilities of our no-code Maestro workflow builder tool go far beyond basic eSignature. The ease of use and flexibility in Maestro make it easy to connect your business processes to Docusign products—such as Web Forms, ID Verification —and other 3rd party applications. 

We’re also offering a beta onboarding program to support customers with more complex use cases that need onboarding services help.

Key features of the Salesforce Extension App for Docusign Maestro

Read from Salesforce

This module accelerates closing time by prefilling agreements with data from Salesforce records. You can also pull recipient information from Salesforce contacts for use in the signing process. This not only reduces manual and lengthy data entry steps (one of the main reasons customers abandon digital experiences), but also makes it much faster for customers to review and sign documents!

Multi-Connections

This feature allows you to establish connections to any Salesforce instance in your organization. It supports connection to both sandbox and production instances.

Write back to Salesforce

This module facilitates a streamlined downstream process by automatically updating fields or creating new Salesforce records without any manual work or human touch. 

Join us in building the future

The Salesforce Extension App for Docusign Maestro is a significant milestone in our mission to bring agreements to life! By introducing the Salesforce extension app, we will deliver a seamless integration experience that lets your team work faster and smarter. Together, we hope to drive forward the future of Docusign IAM! 

If this sounds interesting, come join our beta program! To get started, visit the Salesforce Extension App listing page on the Docusign App Center and log in to start the Salesforce extension app installation. 

To join our Salesforce Extension App for Docusign Maestro beta onboarding program, register here.

For more information, see our Using Docusign Maestro with Salesforce documentation.