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Key Capabilities of Docusign for Salesforce

SalesforceLeave a comment01,457 views
DocuSign for Salesforce Introduced in 2010 and It’s a 3rd party App available on AppExchange which provides an e-signature solution for the documents created in a business process.

You can create a document template,select multiple recipients,assign signer roles and then Docusign take care of sending that document to those recipients in the defined order.Once all the recipients are done signing the document,the sender and all the recipients are notified by email that the document is completed.
Key capabilities of Docusign for salesforce:
  • Request a signature with one click within any object.
  • Recipients can review and sign anywhere, anytime and on any device.
  • Automatically push and pull data between salesforce and Docusign,trigger actions, and add signed agreements to a record
  • Collect payments during the time of signing and save payment information back in Salesforce.
  • Always know where your agreements are in the signing process with automatic reminders and easy-to-find status from right within Salesforce.
  • DocuSign eSignature has industry-leading compliance such as FedRAMP and security certifications such as ISO 27001:2013.
  • Use with Sales cloud,Service Cloud,Community Cloud,and Salesforce CPQ
  • DocuSign eSignature’s user interface is available in 43 languages for signers and 13 languages for senders.
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Why Should we use DocuSign?
  • It helps us in reducing paper work.
  • It reduces the transaction time as we don’t need to wait for days to get the signature of the signer, this can be achieved in minutes.
  • It is the most secure way for the digital signature.
  • It stores our document on the cloud so we can get the document when we want.
  • It is easy to send the document and also easy to receive as we can get this document anytime, anywhere and on any device.
DocuSign eSignature for Salesforce has more than 3,000 five-star reviews on AppExchange because it allows reps to get their deals done faster.
Its paid application starts at $30 USD per user per month and available for free trial for 30 days.its works with salesforce professional,Enterprise,Unlimited,Developer,Performance,Force.com Editions.

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