DocuSign Cloudstock Session 1 - API

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This presentation gives a brief overview of DocuSign API and gives an example of an integrated application built on the Force.com platform. …

This presentation gives a brief overview of DocuSign API and gives an example of an integrated application built on the Force.com platform.

To get started please visit www.docusign.com/devcenter

More in: Technology , Business
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Transcript

  • 1.
  • 2. Agenda
    - The DocuSign Process
    - Delivering Business Results
    - DocuSign Company
    - DocuSign for Salesforce
    - Current document completion process
    - Different ways to integrate DocuSign with Salesforce.com
    - First Mode - Connect
    - Second Mode - Embed
    - DocuSign API Function Groups
    - API Functions
    - API Architecture Breakdown
    - A Sample Existing Application - Print Contracts
    - Connecting to DocuSign API
    - Replacing the Print Button with DocuSign
    - Complete Path to Success
    - Sales Channel and Promotion
    - Q&A
  • 3. 3
    2
    1
    Fast. Simple.Complete. The Leader.
  • 4. Delivering Business Results
    Enterprise Class e-Signature Platform
    Document Mgt
    Document Processing
    Collaboration
    Workflow
    Business Value
    Accelerate Business Drive Efficiency Gain Insight &Visibility
    “DocuSign makes us heroes to our Customers”
    Perry Bakke
    Manager, International Contracts | Cisco Communications, Inc
  • 5. DocuSign Today
    • Growing at 100%+
    • 6. Over 8M active signers
    • 7. 40,000+ customers
    • 8. Enterprise multi-tenant architecture
    • 9. Award Winning Technology
  • The World is DocuSigning
    Fortune 500
    Foreign Owned Customers that Selected and use DocuSign Today
    Other Notable Companies that Selected and use DocuSign Today
  • 10. Current document Completion Process
    Cloud:
    • Universal access
    • 11. Centralized control
    • 12. Excellent visibility
    How do you get these steps done?
    ?
    Ground:
  • Cloud to Cloud ComputingSalesforce/DocuSign
  • 15. Different ways to integrate DocuSign with Salesforce.com
  • 16. First Mode - Connect
    Send to DocuSign with 1 Click
    Automatically get status and data back.
  • 17. Second Mode - Embed
  • 18. DocuSign API Function Groups
    Sending
    Signing
    Post Processing
    Status Retrieval and Managing
    Administrative
  • 19. API Functions
    Sending:
    CreateAndSendEnvelope and CreateEnvelope | CreateEnvelopeFromTemplates |
    SendEnvelope | RequestSenderToken
    Signing:
    RequestRecipientToken
    Post Processing Functions:
    RequestDocumentPDFs | RequestDocumentPDFsEx | DocumentPDF | RequestPDF | EnvelopePDF |TransferEnvelope | ExportAuthoritativeCopy
    Status and Managing:
    CorrectAndResendEnvelope | EnvelopeAuditEvents | GetStatusInDocuSignConnectFormat | RequestCorrectToken | RequestStatus and RequestStatusEx | RequestStatuses and RequestStatusesEx | Ping | PurgeDocuments | SynchEnvelope | VoidEnvelope
    Administrative:
    GetRecipientEsignList | GetRecipientList | RemoveAddressBookItems | RequestTemplate | RequestTemplates | SaveTemplate | UpdateAddressBookItems | UploadTemplate | Embedded Callback Event Codes
  • 20. API architecture breakdown
    All the API and UI goes to the same business objects.
    All the data is normalized by DocuSign Core
    You can start the transaction with one API and then use another API
  • 21. An Existing Application – Print Contracts
  • 22. Connecting to DocuSign API
  • 23. Replacing the Print Button with DocuSign
  • 24. Complete Path to Success
    Free Sandbox Account
    SDK
    Sample Code
    Certification process & Testing support
    Forums
    Webinars
    Professional Services
    Over 350 Integrations
    Design, Architecture and Implementation
    www.docusign.com/devcenter
  • 25. Sales Channel and Promotion
    • Extend beyond your Appexchange Listing with DocuSign Marketplace
    • 26. Audience of 40,000 DocuSign Paid accounts and > 8 million signers
    • 27. Joint press release
    • 28. Partner DocuSign Account Mgr/Sales training
    • 29. Partner Events
    • 30. Finder’s fee…15% of first year subscription for all referrals
    www.docusign.com/marketplace
  • 31. Questions?
    Force.comZone (Tomorrow)
    Cloudstock
    Kiosk #2 (next to your Java fix)
    Questions about our API
    Meet DocuSign Technical Evangelists:
    Mike Borozdin
    Julia Ferraioli
    Craig Smith
    Veronica Lentfer
    Get Started at www.docusign.com/devcenter
    Demo Pod #24
    Product Demos
    Sandbox Signups
    T-Shirts
    Integrating DocuSign eSignatures into your Force.com Apps without writing any code 1:15pm
    API Basics to DocuSign-enable your App in 45 minutes 11:30am
    Lessons Learned building the first Cloud-based e-Signature Company 2:30pm