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DocuSign Lightning forum 2010 presentation


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The lightning forum presentation gives a brief overview of DocuSign API and gives an example of an integrated application from Ariba that went paperless by using DocuSign Web Services. …

The lightning forum presentation gives a brief overview of DocuSign API and gives an example of an integrated application from Ariba that went paperless by using DocuSign Web Services.

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  • 1. Add DocuSign e-Signatures to your Applications! Lightning Forum Mike Borozdin: DocuSign, Inc. Tom Gonser: DocuSign, Inc. Dan Reid: Ariba, Inc.
  • 2. Safe Harbor Safe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of intellectual property and other litigation, risks associated with possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of, inc. is included in our annual report on Form 10-K for the most recent fiscal year ended January 31, 2010. This documents and others are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available., inc. assumes no obligation and does not intend to update these forward-looking statements.
  • 3. Agenda
    • Mike Borozdin – Manager of Developer Programs
    • The world is DocuSigning
    • History of DocuSign
    • DocuSign is the recognized standard
    • Different ways to integrate DocuSign with SalesForce
    • DocuSign API function groups
    • Architecture of the DocuSign System
    • Example of a Native eSignature Application
    • Dan Reid – Product Manager at Ariba, Inc.
    • Ariba’s experience working with DocuSign API
    • DocuSign in Ariba’s native release
    • Closing: Q&A, Resources
  • 4. Mike Borozdin
    • DocuSign, Inc.
  • 5. 3 1 2
  • 6. More than an eSignature
    • But you need MORE than an eSignature
      • Document Conversion and Assembly
      • Signer authentication options
      • Template-managed Transaction Workflow
      • Full electronic forms with data capture and delivery
      • Flexible API
  • 7. The World is DocuSigning Fortune 500 Other Notable Companies that Selected and use DocuSign Today Foreign Owned Customers that Selected and use DocuSign Today
  • 8. History of DocuSign
      • 2003 Invented SaaS Electronic Signature
      • 2006 First enterprise class service infrastructure & API
      • 2009 DocuSign launches DevCenter and opens up the SDK, Forums and API
      • 2010 First electronic signature Partner Marketplace
  • 9. DocuSign is the Recognized Standard
      • Selected DocuSign as the best eSignature platform
    • National Association of Realtors
      • Named DocuSign as the Exclusive electronic Signature provider to the US Residential Real Estate Market
    • Forrester Research
      • Named DocuSign as the clear leader in SaaS electronic Signature services
    • The US Congress
      • Congressional Resolution 290 recognizes June 30 as National ESIGN Day, lead by DocuSign
  • 10. Different ways to integrate DocuSign with
  • 11. First Mode - Connect Send to DocuSign with 1 Click Automatically get status and data back.
  • 12. Second Mode - Embed DocuSign elements are in an IFRAME
  • 13. DocuSign API function groups Sending Signing Status Retrieval and Managing Post Processing Administrative
  • 14.
    • 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
    API Functions
  • 15. Architecture of the DocuSign Platform 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
  • 16. Example of a Native eSignature Application
  • 17. Dan Reid
    • Product Manager
    • Ariba, Inc.
  • 18. Overview of Ariba ’s Solution
    • Tightly integrated with DocuSign, a leading Electronic Signature Provider
    • Leverages Ariba provided PDF generation
    • Optional. You can add it when the time is right.
    • Works directly with Ariba Signature Tasks.
    • Available since 9r1, Summer 2008.
    • EASY to implement – Done with engineers who had never seen DocuSign before!
  • 19. Server Side PDF Generation Feeds DocuSign
    • Allows you to construct PDF ’ s
    • Allows you to concatenate many documents into one PDF
    • Supports Electronic Signatures
    • Works without Electronic Signatures as well
    Solution: Benefits:
    • Allows you to wrap up “ final ” PDF documents
    • No need for Client Side software
    • Results are searchable (as long as the documents were searchable beforehand)
    • Can be run in UI or Task Node (background)
  • 20. The Flow
    • Build PDF document to be signed and Publish.
    • In Signature task, define which users (via email address) you want to sign and submit task.
    • Document and Signer list is sent to DocuSign automatically and DocuSign sends emails.
    • Signers click link in email from DocuSign and sign (no account required).
    • Once document is fully signed, the signed PDF is automatically sent back to Ariba, and added as a new version.
      • State is updated to Signed (was in Signing during steps 3, 4) for Document.
      • Task is automatically completed.
    • Note that the “Sender” NEVER has to log in to DocuSign.
  • 21. ACF – Ariba Contracts for
  • 22. Q&A
  • 23. 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 center
  • 24. Sales Channel and Promotion
    • Extend beyond your Appexchange Listing with DocuSign Marketplace
    • Audience of 40,000 DocuSign Paid accounts and > 8 million signers
    • Joint press release
    • Partner DocuSign Account Mgr/Sales training
    • Partner Events
    • Finder’s fee…15% of first year subscription for all referrals
  • 25. Find DocuSign at DreamForce
    • Zone
    • Kiosk #2 (next to your Java fix)
    • Questions about our API
    • Meet DocuSign Technical Evangelists:
      • Mike Borozdin
      • Julia Ferraioli
      • Craig Smith
      • Veronica Lentfer
    • Cloud Expo
    • Booth #825 in the Moscone North
    • Product Demos
    • Meet DocuSign Account Managers:
      • Loren Alhadeff
      • Adam Hernandez
      • Andy Evans
      • Robert Sanchez
      • Tom Barnes
  • 26. Thank you!!!