Agenda<br />- The DocuSign Process<br />- Delivering Business Results<br />- DocuSign Company<br />- DocuSign for Salesfor...
3<br />2<br />1<br />Fast. Simple.Complete. The Leader.<br />
Delivering Business Results<br />Enterprise Class e-Signature Platform<br />Document Mgt<br />Document Processing<br />Col...
DocuSign Today<br /><ul><li>Growing at 100%+
Over 8M active signers
40,000+ customers
Enterprise multi-tenant architecture
Award Winning Technology</li></li></ul><li>The World is DocuSigning<br />Fortune 500<br />Foreign Owned Customers that Sel...
Current document Completion Process<br />Cloud:<br /><ul><li> Universal access
 Centralized control
 Excellent visibility</li></ul>How do you get these steps done?<br />?<br />Ground:<br /><ul><li> Slow processing
 No visibility
 No control</li></li></ul><li>Cloud to Cloud ComputingSalesforce/DocuSign<br />
Different ways to integrate DocuSign with Salesforce.com<br />
First Mode - Connect<br />Send to DocuSign with 1 Click<br />Automatically get status and data back.<br />
Second Mode - Embed<br />
DocuSign API Function Groups<br />Sending<br />Signing<br />Post Processing<br />Status Retrieval and Managing<br />Admini...
API Functions<br />Sending:<br />CreateAndSendEnvelope and CreateEnvelope | CreateEnvelopeFromTemplates |<br />SendEnvelop...
API architecture breakdown<br />All the API and UI goes to the same business objects. <br />All the data is normalized by ...
An Existing Application – Print Contracts<br />
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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.

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

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DocuSign Cloudstock Session 1 - API

  1. 1.
  2. 2. Agenda<br />- The DocuSign Process<br />- Delivering Business Results<br />- DocuSign Company<br />- DocuSign for Salesforce<br />- Current document completion process<br />- Different ways to integrate DocuSign with Salesforce.com<br />- First Mode - Connect<br />- Second Mode - Embed<br />- DocuSign API Function Groups<br />- API Functions<br />- API Architecture Breakdown<br />- A Sample Existing Application - Print Contracts<br />- Connecting to DocuSign API<br />- Replacing the Print Button with DocuSign<br />- Complete Path to Success<br />- Sales Channel and Promotion<br />- Q&A<br />
  3. 3. 3<br />2<br />1<br />Fast. Simple.Complete. The Leader.<br />
  4. 4. Delivering Business Results<br />Enterprise Class e-Signature Platform<br />Document Mgt<br />Document Processing<br />Collaboration<br />Workflow<br />Business Value<br />Accelerate Business Drive Efficiency Gain Insight &Visibility<br />“DocuSign makes us heroes to our Customers”<br />Perry Bakke<br />Manager, International Contracts | Cisco Communications, Inc<br />
  5. 5. DocuSign Today<br /><ul><li>Growing at 100%+
  6. 6. Over 8M active signers
  7. 7. 40,000+ customers
  8. 8. Enterprise multi-tenant architecture
  9. 9. Award Winning Technology</li></li></ul><li>The World is DocuSigning<br />Fortune 500<br />Foreign Owned Customers that Selected and use DocuSign Today<br />Other Notable Companies that Selected and use DocuSign Today<br />
  10. 10. Current document Completion Process<br />Cloud:<br /><ul><li> Universal access
  11. 11. Centralized control
  12. 12. Excellent visibility</li></ul>How do you get these steps done?<br />?<br />Ground:<br /><ul><li> Slow processing
  13. 13. No visibility
  14. 14. No control</li></li></ul><li>Cloud to Cloud ComputingSalesforce/DocuSign<br />
  15. 15. Different ways to integrate DocuSign with Salesforce.com<br />
  16. 16. First Mode - Connect<br />Send to DocuSign with 1 Click<br />Automatically get status and data back.<br />
  17. 17. Second Mode - Embed<br />
  18. 18. DocuSign API Function Groups<br />Sending<br />Signing<br />Post Processing<br />Status Retrieval and Managing<br />Administrative<br />
  19. 19. API Functions<br />Sending:<br />CreateAndSendEnvelope and CreateEnvelope | CreateEnvelopeFromTemplates |<br />SendEnvelope | RequestSenderToken<br />Signing:<br />RequestRecipientToken<br />Post Processing Functions:<br />RequestDocumentPDFs | RequestDocumentPDFsEx | DocumentPDF | RequestPDF | EnvelopePDF |TransferEnvelope | ExportAuthoritativeCopy<br />Status and Managing:<br />CorrectAndResendEnvelope | EnvelopeAuditEvents | GetStatusInDocuSignConnectFormat | RequestCorrectToken | RequestStatus and RequestStatusEx | RequestStatuses and RequestStatusesEx | Ping | PurgeDocuments | SynchEnvelope | VoidEnvelope<br />Administrative:<br />GetRecipientEsignList | GetRecipientList | RemoveAddressBookItems | RequestTemplate | RequestTemplates | SaveTemplate | UpdateAddressBookItems | UploadTemplate | Embedded Callback Event Codes<br />
  20. 20. API architecture breakdown<br />All the API and UI goes to the same business objects. <br />All the data is normalized by DocuSign Core<br />You can start the transaction with one API and then use another API<br />
  21. 21. An Existing Application – Print Contracts<br />
  22. 22. Connecting to DocuSign API<br />
  23. 23. Replacing the Print Button with DocuSign<br />
  24. 24. Complete Path to Success<br />Free Sandbox Account<br />SDK<br />Sample Code<br />Certification process & Testing support<br />Forums<br />Webinars<br />Professional Services<br />Over 350 Integrations<br />Design, Architecture and Implementation<br />www.docusign.com/devcenter<br />
  25. 25. Sales Channel and Promotion<br /><ul><li>Extend beyond your Appexchange Listing with DocuSign Marketplace
  26. 26. Audience of 40,000 DocuSign Paid accounts and > 8 million signers
  27. 27. Joint press release
  28. 28. Partner DocuSign Account Mgr/Sales training
  29. 29. Partner Events
  30. 30. Finder’s fee…15% of first year subscription for all referrals </li></ul>www.docusign.com/marketplace<br />
  31. 31. Questions?<br />Force.comZone (Tomorrow)<br />Cloudstock<br />Kiosk #2 (next to your Java fix)<br />Questions about our API<br />Meet DocuSign Technical Evangelists:<br />Mike Borozdin<br />Julia Ferraioli<br />Craig Smith<br />Veronica Lentfer<br />Get Started at www.docusign.com/devcenter<br />Demo Pod #24<br />Product Demos<br />Sandbox Signups<br />T-Shirts<br />Integrating DocuSign eSignatures into your Force.com Apps without writing any code 1:15pm<br />API Basics to DocuSign-enable your App in 45 minutes 11:30am<br />Lessons Learned building the first Cloud-based e-Signature Company 2:30pm<br />
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