Anaplan DocuSign Integration

Manage reviews and approvals electronically with Anaplan’s DocuSign Integration while updating plans in real time. 

Whether you are negotiating a contract, growing your workforce, or managing logistics, you need an iterative workflow that works within, across, and outside of your organization. You need to work with partners, candidates, and suppliers and complete transactions with speed, security, and precision.

With Anaplan’s DocuSign Integration, you can close the gap between planning and execution—and let you complete cycles faster—by connecting data, people, and plans. Gain a competitive advantage by hiring candidates and closing deals faster, thanks to the combination of Anaplan’s intuitive planning platform and DocuSign’s electronic signing capabilities—without additional training, logging, or IT involvement. 

Plan and complete tasks with greater speed, security, and precision.

Complete an end-to-end planning process using an iterative workflow designed for flexible collaboration and solid integration, using Anaplan’s scalable platform that supports transactions inside and outside of the system. Close the gap between planning and execution to seize opportunities and gain a competitive advantage as you hire top talent, close deals faster, and sign contracts well ahead of your competition.

Build stronger collaboration within, across, and outside your organization so your business leaders can act with trust and confidence.

Use the power of DocuSign to collaborate with multiple entities using role-based access and security, managed through single sign-on (SSO). Enable only designated individuals to review, sign, and approve documents. The Anaplan cloud platform conforms to industry security protocols for maximum interoperability with other SaaS applications.

Leverage easy-to-use, self-service capabilities.

Business users enjoy an intuitive user experience and seamless integration between DocuSign and Anaplan. It enables them to act quickly and complete tasks in a timely manner. 

Key Features

  • Connect Anaplan to your DocuSign templates
  • Track each document’s workflow live
  • Sync back your workflows to Anaplan for embedded tracking.
  • The DocuSign integration supports a number of use cases, including Territory & Quota, Compensation agreements, Invoice processing, Expense reporting, Offer letters, Performance appraisals, NDAs, and more.

Screenshots

Resources 

Data Sheet 

Got Questions? 

If you need additional guidance, please contact [email protected]

About the partner 

Anaplan is driving a new age of connected planning. Large and fast-growing organizations use Anaplan’s cloud platform in every business function to make better-informed plans and decisions and drive faster, more effective planning processes. Anaplan also provides support, training, and planning transformation advisory services. Anaplan is a privately held company based in San Francisco with 16 offices and over 150 expert partners worldwide. To learn more, visit anaplan.com.