ProcessMaker Advanced Workflow for DocuSign

Form based workflow and business process management fully integrated with the Docusign eSignature solution.

ProcessMaker is a leading Workflow and BPM Software suite that makes it simple for enterprise customers to build and automate custom form based business processes. Most ProcessMaker processes involve interaction between humans using web forms and connectivity with systems via the ProcessMaker REST API to push and pull information from a customer’s ERP, CRM, and/or other legacy systems. Combining ProcessMaker with DocuSign provides enterprises a simple and secure way to add custom workflow capabilities to eSignature driven processes.  ProcessMaker can greatly extend the value of Docusign eSignatures by enabling a company to seamlessly automate full end-to-end business processes.

ProcessMaker is workflow and BPM software that automates data-driven process apps. With the ProcessMaker visual process designer, non-technical business analysts can easily build workflows that connect system APIs, web forms, data, and people into a single process.  Oftentimes, a process will require an eSignature approval. Thanks to the Docusign plugin inside ProcessMaker, a Docusign eSignature can be added to any custom business process.  Examples of processes that might need to integrate an eSignature include credit applications, change order requests, purchase requests, AFE requests, employee on-boarding processes, claims requests and many others.

 

The Docusign plugin in for ProcessMaker can be used in several different ways.  One option is to create an ad hoc signing process inside a ProcessMaker workflow.  This allows a Docusign signature step to be added to any existing workflow and allow the user executing the workflow to make an adhoc decision regarding who should sign the document in the next step.   Another option is to have the workflow design govern who signs a document at a given step in the process.  In this scenario, the Docusign eSignature task is called by the ProcessMaker process, and the signees are predetermined by the process itself with no manual intervention.

Key Features

  • Drag and Drop Business Process Design Tool (BPMN 2.0)
  • Responsive Form Designer
  • REST API
  • Seamless Docusign eSignature integration
  • Management Reporting and Dashboards

Resources

http://www.processmaker.com/docusign-electronic-signature-workflow

Video

Got Questions?

info@processmaker.com

+1.617.340.3377 ext. 228

Alex Valdivieso - Sales

 

Connect to DocuSign in just a few steps

 

Connect to DocuSign in just a few steps

 

Use an intuitive interface to define multiple integration points, in which documents can be signed and submitted

 

Use an intuitive interface to define multiple integration points, in which documents can be signed and submitted

 

Use the DocuSign interface - embedded in ProcessMaker - to configure documents exported or generated by ProcessMaker

 

Use the DocuSign interface - embedded in ProcessMaker - to configure documents exported or generated by ProcessMaker

 

About the partner 

ProcessMaker® is a leading open source and cloud based Workflow and BPM software suite that makes it simple for companies to automate form-based approval driven processes   and   interconnect   people   and existing company systems.   ProcessMaker is headquartered in New York and has a partner network spread across 35 countries and on five continents.   Hundreds of commercial customers including many Fortune 100 companies rely on ProcessMaker to automate their processes.  ProcessMaker is available in 17 different languages and has been downloaded over 1 million times.