Your SlideShare is downloading. ×
Paperless business process with DocuSign esignature v2
Upcoming SlideShare
Loading in...5
×

Thanks for flagging this SlideShare!

Oops! An error has occurred.

×
Saving this for later? Get the SlideShare app to save on your phone or tablet. Read anywhere, anytime – even offline.
Text the download link to your phone
Standard text messaging rates apply

Paperless business process with DocuSign esignature v2

2,084

Published on

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.

Published in: Technology, Business
0 Comments
1 Like
Statistics
Notes
  • Be the first to comment

No Downloads
Views
Total Views
2,084
On Slideshare
0
From Embeds
0
Number of Embeds
1
Actions
Shares
0
Downloads
63
Comments
0
Likes
1
Embeds 0
No embeds

Report content
Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
No notes for slide
  • 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

    ×