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 force.com platform.
  • 3. Paper Documents Cause Delay …
    3
  • 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
    4
  • 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 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
    • 21. Data is automatically reentered
    • 22. Documents are automatically filed
    • 23. Enables Self Service Workflows
    Configuration
    None
    Automation
    None
    Configuration
    Need an admin
    Automation
    • 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
    PowerForms
    Console
    Common API Objects
    Business Object Layer
    Data
  • 28. API Function Groups
    Post Processing
    Sending
    Signing
    Status Retrieval and Management
    Administrative
  • 29. API Function Groups Overview
  • 30. 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
  • 31. 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
  • 32. 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
  • 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
    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