Docusign eSignature for Salesforce: The trusted eSignature solution

Highlights

• Create, send standard agreements for signature, trigger actions and track status from the Opportunity or Account. And, automatically store agreements on the original record with our Lightning Ready integration that works across the Customer 360 platform.
• Elevate the customer signing experience and accelerate business cycles with an intuitive signing experience anytime, anywhere, from practically any device.
• Docusign is the market leader in electronic signatures, with over 700,000 customers and hundreds of millions of signers. Salesforce is also Docusign customer, and uses our technology across Sales, HR, Purchasing/Procurement, and other departments.

What Docusign eSignature for Salesforce: The trusted eSignature solution does

• Maximize your Salesforce investment and streamline your agreement processes intelligently with the world’s most trusted eSignature solution for the world’s #1 CRM.

• Send agreements for signatures: Send agreements directly to Salesforce contacts or specify email addresses. Include messages, reminders, and authentication options.

• Create agreements with Salesforce data: Create agreements with Docusign templates that pull in any Salesforce data saved on that record with merge fields.

• Responsive signing: Signers on mobile phones can access a parallel version of the document that automatically adapts its formatting to the device’s size and orientation.

• Salesforce data writeback: Signed documents and signer-provided data is automatically written back to Salesforce.

• Clicks-not-code configuration: Our modern UI ensures that your team can deploy quickly without complex integrations across Sales, Service, Financial Services, Experience, and Government Cloud.

• Docusign eSignature meets compliance standards - including ISO 27001-certified, HIPAA, 21 CFR Part 11, Sarbanes-Oxley and FedRAMP - and provides SOC-audited data center and full encryption for all archived documents.

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