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Paperless business process with DocuSign esignature v2
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Paperless business process with DocuSign esignature v2


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The presentation I have given at DreamForce about how eSignature can transform your business processes. It concentrates on the top three use cases that organizations should look at first and …

The presentation I have given at DreamForce about how eSignature can transform your business processes. It concentrates on the top three use cases that organizations should look at first and describes how DocuSign helps you implement those.

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  • All the API and UI goes to the same business objectsAll the data is normalized by DocuSign CoreYou can start the transaction with one entry point and then use a different interface to manage and retrieve
  • - Sending and Signing function groups work together – you cannot use the signing group without the sending groupAll other function groups may be used independently to manage different parts of the DocuSign processCommon patterns are…
  • Call out the ability to create drafts and why this would be desirable (embedded sending)Note how the managing function group is one of the most powerful but most neglectedEmphasize post-processing capabilities and implications on guidelines (multiple downloads)Talk about administrative function group and applicable scenarios
  • Marketplace is the list of "Certified Applications" that's a benefit of having your application certified. Get exposure to the full set of DocuSign usersGet reviews and ratings from users on the world’s only eSignature marketplace
  • Some of the common questions are: "but my application is really tiny, why do I need to certify?" "my application is just for me, can I just use it on my account?"
  • Transcript

    • 1. Paperless Business Process with DocuSign eSignature
      Mike Borozdin – DocuSign
    • 2. 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 platform.
    • 3. Paper Documents Cause Delay …
    • 4. Business Challenge Bigger than Signatures
      • Lost documents or pages
      • 5. Poor fax readability
      • 6. Overnight shipping fees
      • 7. Lost productivity
      • 8. Slow transactions
      • 9. Too many errors
      • 10. Lack of visibility
      • 11. Re-keying & reconciliation
    • 12. DocuSign Helps Finish Business Faster
      • Faster transactions
      • 13. No errors
      • 14. Complete visibility
      • 15. No re-keying or reconciliation
      • 16. Secure documents
      • 17. No faxing
      • 18. No overnight shipping fees
      • 19. Higher productivity
    • DocuSign In Action
    • 20. Integrating DocuSign with
      Choice 1: Use files and browsers
      Choice 2: Use the AppExchange Package
      Choice 3: Create a custom solution
      Need a developer
      • Sending is done with just one click
      • 21. Data is automatically reentered
      • 22. Documents are automatically filed
      • 23. Enables Self Service Workflows
      Need an admin
      • No need to print
      • 24. Data is automatically reentered
      • 25. Documents are automatically filed
    • First Mode – Connect
      Send to DocuSign with 1 Click
      Automatically get status and data back
    • 26. Second Mode – Embed
      DocuSign elements are in an IFRAME
    • 27. API Architecture Breakdown
      SOAP Header Security Layer
      HTTP Header Security Layer
      Common API Objects
      Business Object Layer
    • 28. API Function Groups
      Post Processing
      Status Retrieval and Management
    • 29. API Function Groups Overview
    • 30. Automate Sending Envelopes
      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
    • 31. Download Documents and Status
      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
    • 32. Embedded Signing
      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
    • 33. Manage User Rosters
      Creating Users with CreateAccount API
      Send on Behalf-Of
      One global user
    • 34. 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!
    • 35. 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!
    • 36. 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
    • 37. Resources to Get You Started
      Dev community:
      API guide:
      Code walkthroughs and information posts:
      Twitter: @DocuSignAPI