DocuSign and Salesforce Integration

Signing agreements is essential for any business today. It builds trust and shows your commitment to securing the rights of both parties. It also demonstrates confidence in the services you offer or the products you sell.?

But what if you need to prepare and sign dozens or even hundreds of agreements daily??

While Salesforce is a powerful CRM , it needs third-party tools like DocuSign to streamline the document-signing process.?

DocuSign transforms document management. With DocuSign, 82% of agreements are completed in less than a day.?

No more paper, faxing, shipping, or re-keying errors. DocuSign handles every step – from preparing and sending documents to signing and managing them.?

How DocuSign and Salesforce Work Together

Explore how DocuSign Envelope Templates in Salesforce streamline eSignature workflows by automating document preparation, recipient management, and signing. With one-click templates and Salesforce data integration, businesses can save time, enhance compliance, and ensure real-time updates to Salesforce records.?

Key Benefits of DocuSign-Salesforce Integration

Integrating DocuSign with Salesforce automates the entire contract lifecycle – from preparation to signing and managing agreements. The benefits don’t stop there.?

Keep reading to discover why this solution is one you’ll love.?

1. Streamlined Workflows

DocuSign enables organizations to generate documents directly from Salesforce records, reducing processing time by pre-populating data based on set criteria. This automation shortens the deal cycle by 51%.?

Automated workflows include:?

• Sending documents for internal or external approval?
• Managing redlining and signatures?
• Managing redlining and signatures?
• Generating reminders for delayed actions
• Applying metadata to documents?

Users can track document progress, identify trends, and address process pain points.?

2. Seamless Mobile Signing?

Experience the freedom to manage agreements on the go with the DocuSign mobile app. Effortlessly upload, sign, and send documents while receiving instant reminders, ensuring you stay updated on all your agreements anytime, anywhere.?

3. Reduced Risk of Human Error

Integrating DocuSign with Salesforce helps businesses minimize the risks tied to manual tasks that can lead to costly errors. By automating workflows, you can capture information accurately and easily verify documents.?

4. Accelerated Agreement Turnaround

Integrating DocuSign with Salesforce drastically reduces agreement turnaround time from days to just hours or minutes.?

This is achieved by utilizing reusable templates that standardize workflows, minimize preparation time, and ensure efficient document routing. The drag-and-drop functionality within DocuSign makes template creation effortless, ensuring quick and accurate document preparation.?

5. Diverse Sending Options?

DocuSign eSignature offers flexible sending options that empower you to customize the signing process according to your needs. You can define signer roles, automate complex routing scenarios, and maintain control over every aspect of document management.?

With DocuSign, you can:?

• Assign roles and permissions to recipients?
• Route documents in serial, parallel, or mixed sequencing
• Send unique copies to multiple recipients at once?
• Automate email reminders and deadline notifications
• Manage documents across various devices, including fax machines?

6. Robust Security for Sensitive Data?

DocuSign ensures your documents are protected with AES 256-bit encryption and tamper-evident features. Advanced authentication verifies signer identities, safeguarding confidential information from unauthorized access. Additionally, its compliance with the highest industry standards guarantees that your agreements remain secure and legally sound.?

• Sending ISO 27001 and SOC 2 Type 2 certified for top-tier data security?
• Detects any unauthorized changes with tamper-evident technology?
• Access code verification adds an extra layer of protection?
• Ensures full compliance with legal and industry security standards?

DocuSign and Salesforce Integration Options

If you enter ‘DocuSign’ into AppExchange's search box, you’ll see that there are three DocuSign tools that can be integrated with Salesforce.

You choose which tool to integrate with your Salesforce CRM based on what you need to streamline your contracts.?

1. eSignature Integration

After implementing DocuSign eSignature, our clients experience simplified document workflows and full visibility into agreement statuses across any device. It allows them to:?

• Send documents
• Sign documents
• Track document status
• Store agreements

All these functions are available directly in Salesforce.?

Cloud compatibility: Sales Cloud, Revenue Cloud, Experience Cloud??

Salesforce editions compatibility: Professional, Enterprise, Unlimited, Force.com , Developer, Essentials?

Available in: 12 languages?

2. CLM (Contract Lifecycle Management) Integration?

DocuSign CLM streamlines agreement creation, redlining, collaboration, and approvals directly within Salesforce.

Our clients benefit from:?

• Automated contract workflows, reducing time spent on manual tasks?
• Enhanced legal control over terms, ensuring compliance and minimizing risk?
• Accelerated quote-to-cash process, driving faster revenue growth.

Cloud compatibility: Sales Cloud, Service Cloud, Government Cloud?

Salesforce editions compatibility: Professional, Enterprise, Unlimited, Force.com , Developer, Essentials?

Available in: English only?

3. DocuSign Gen Integration?

DocuSign Gen automates customized sales document generation directly from Salesforce with just a few clicks. Sales reps can create agreements using opportunity data without leaving the Salesforce interface. Its user-friendly, click-not-code setup simplifies template creation, streamlining document processes and shortening sales cycles.?

Cloud compatibility: Revenue Cloud, Government Cloud??

Salesforce editions compatibility: Professional, Enterprise, Unlimited, Developer, Essentials?

Available in: 11 languages?

If you're interested in Step-by-Step Guide to DocuSign and Salesforce Integration follow the link ??