Paperless business process with DocuSign esignature v2

Paperless Business Process with DocuSign eSignature
Mike Borozdin – DocuSign

Synopsis
eSignatures are transforming business processes all over the world. What are the most effective ways to keep agreements in the cloud? We will go through the patterns for implementation and deployment on Sales Cloud and force.com platform.

Paper Documents Cause Delay …
3

Business Challenge Bigger than Signatures
Lost documents or pages
Poor fax readability
Overnight shipping fees
Lost productivity
Slow transactions
Too many errors
Lack of visibility
Re-keying & reconciliation
4

DocuSign Helps Finish Business Faster
Faster transactions
No errors
Complete visibility
No re-keying or reconciliation
Secure documents
No faxing
No overnight shipping fees
Higher productivity

DocuSign In Action

Integrating DocuSign with salesforce.com
Choice 1: Use files and browsers
Choice 2: Use the AppExchange Package
Choice 3: Create a custom solution
Configuration
Need a developer
Automation
Sending is done with just one click
Data is automatically reentered
Documents are automatically filed
Enables Self Service Workflows
Configuration
None
Automation
None
Configuration
Need an admin
Automation
No need to print
Data is automatically reentered
Documents are automatically filed

First Mode – Connect
Send to DocuSign with 1 Click
Automatically get status and data back

Second Mode – Embed
DocuSign elements are in an IFRAME

API Architecture Breakdown
SOAP Header Security Layer
HTTP Header Security Layer
PowerForms
Console
Common API Objects
Business Object Layer
Data

API Function Groups
Post Processing
Sending
Signing
Status Retrieval and Management
Administrative

API Function Groups Overview

Automate Sending Envelopes
Prerequisites
A customizable system
Standard contracts
Access to a developer team
Value Proposition
Make sending for signature a one step process
Increase compliance
Integrate with existing workflow

Download Documents and Status
Prerequisites
Document storage – File server, CRM system or a database
Value Proposition
Push data collected during signing to another data store
Get instant updates from our service
Use your own CRM or imaging system to manage docs
Integrate with existing workflow

Embedded Signing
Prerequisites
A customer facing website
Access to a developer team
Value Propositions
Signers never have to leave the customer portal
Instant status updates and document
Instant data updates from DocuSign to the customer’s database
Tight integration with existing workflow

Manage User Rosters
Creating Users with CreateAccount API
Send on Behalf-Of
One global user

DocuSign Marketplace
Listing of applications that add value to the DocuSign service
Being included in the DocuSign Marketplace gives you access to reviews, download statistics and greater visibility
Getting certified gives you the option of being included in the DocuSign Marketplace!

Certification: Why?
Important change from the demo environment to production environment
Need to ensure that the behaviors that occur in development are sustainable and scalable
Confirm that the application complies with certain guidelines and standards
Most of all, we want to position you for success!

Certification: When?
When certification is necessary
Your integration with DocuSign is near complete,
Your product is ready to go live, and
You are certain that there will be no major behavioral changes to your integration with DocuSign
When certification is not necessary
You have made small changes to your integration, or
You have made changes to parts of your product that do not affect the integration

Resources to Get You Started
SDK: https://github.com/docusign/DocuSign-eSignature-SDK
Dev community: http://community.docusign.com
API guide: http://www.docusign.com/p/APIGuide/APIGuide.htm
Code walkthroughs and information posts: http://www.docusign.com/blog/category/devcenter/
DevCenter: http://docusign.com/devcenter
Twitter: @DocuSignAPI

Paperless business process with DocuSign esignature v2

by Mike Borozdin on Sep 07, 2011

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Paperless business process with DocuSign esignature v2 — Presentation Transcript

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