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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 />
Cloud Universe (partial)<br />Software as a Service<br />Middleware as a Service<br />Platform as a Service<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 />
AppExchange Download Options<br />
DocuSign Account Set Up<br />Creating a new DocuSign Account<br />You have a DocuSign Account<br />
Connecting DocuSign with Salesforce<br />
What to look for when DSfSF appears broken and Mapping of Data<br />DocuSign default objects<br />Custom Object<br />
Editing Page Layouts<br />
DocuSign Status<br />DocuSign Status Tab<br />Related Lists<br />
Managing Users<br />Enabling Users to ‘Send with DocuSign’<br />Disabling Users from using DocuSign for Salesforce<br />
Sending with DocuSign for Salesforce<br />
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DocuSign Cloudstock Session 2 - No Code

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DocuSign eSignature service allows you to leverage your Salesforce solution and go completely paperless. In this presentation we will connect Salesforce objects to DocuSign without writing any code.

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  • Today, most of you use Salesforce to accelerate your business. But what about CLOSING the transaction?
  • Transcript of "DocuSign Cloudstock Session 2 - No Code"

    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 />- The Cloud Universe <br />- Different ways to integrate DocuSign with Salesforce.com<br />- First Mode - Connect<br />- Second Mode - Embedd<br />- Getting DocuSign AppExchange package<br />- Setting up a DocuSign account<br />- Setting up data feeds.<br />- Adding DocuSign buttons<br />- Sending with DocuSign for Salesforce<br />- Lessons Learned<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. Cloud Universe (partial)<br />Software as a Service<br />Middleware as a Service<br />Platform as a Service<br />
    16. 16. Different ways to integrate DocuSign with Salesforce.com<br />
    17. 17. First Mode - Connect<br />Send to DocuSign with 1 Click<br />Automatically get status and data back.<br />
    18. 18. Second Mode - Embed<br />
    19. 19. AppExchange Download Options<br />
    20. 20. DocuSign Account Set Up<br />Creating a new DocuSign Account<br />You have a DocuSign Account<br />
    21. 21. Connecting DocuSign with Salesforce<br />
    22. 22. What to look for when DSfSF appears broken and Mapping of Data<br />DocuSign default objects<br />Custom Object<br />
    23. 23. Editing Page Layouts<br />
    24. 24. DocuSign Status<br />DocuSign Status Tab<br />Related Lists<br />
    25. 25. Managing Users<br />Enabling Users to ‘Send with DocuSign’<br />Disabling Users from using DocuSign for Salesforce<br />
    26. 26. Sending with DocuSign for Salesforce<br />
    27. 27. User Can Also Access DocuSign Directly with the Password they created<br />
    28. 28. Lessons Learned<br />Minimize Freeform Text Entry<br />Test large datasets<br />Support all the objects in Force.com<br />Support as many of CRUD options as you can DocuSign supports<br />Create<br />Update<br />Read<br />
    29. 29. 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/dev center<br />
    30. 30. Sales Channel and Promotion<br /><ul><li>Extend beyond your Appexchange Listing with DocuSign Marketplace
    31. 31. Audience of 40,000 DocuSign Paid accounts and > 8 million signers
    32. 32. Joint press release
    33. 33. Partner DocuSign Account Mgr/Sales training
    34. 34. Partner Events
    35. 35. Finder’s fee…15% of first year subscription for all referrals </li></ul>www.docusign.com/marketplace<br />
    36. 36. 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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