OVERVIEW DocuSign for Salesforce – Close it
in the Cloud
Close It In The CloudTM
Using the global standard for electronic signature,
eSignature Is Legally Binding
DocuSign® for Salesforce® is the easiest, fastest, most
The adoption of the European Directive
secure way to send, sign, track and store documents
1999/93/EC of 13 December 1999 established a
in the cloud. Fully integrated with Salesforce CRM,
Community framework for the use of electronic
DocuSign helps Salesforce customers close more
signatures on electronic contracts
business more quickly.
in the EU.
Your customers can sign contracts from any browser,
DocuSign’s advanced signature is ready
including mobile devices, within minutes and update
and legal to accelerate the speed of business
Salesforce account data at the same time.
The eSignature Choice for Salesforce.com
DocuSign is the #1 electronic signature solution used exclusively by salesforce.com reps. LinkedIn, and
Expedia also trust our solution to accelerate the speed of their business. In total, DocuSign’s more than
15 million customers have DocuSigned more than 120 million documents.
Sending a contract for electronic signature is simple from Salesforce: Just click “Send with DocuSign.”
You can easily generate contracts synced with opportunity data in Salesforce CRM. When you automate
time- consuming manual workflows, you eliminate rekeying of data and increase your productivity.
DocuSign handles many different scenarios, including:
• Counter offers
• Multiple signers
• Confirmation of a signer’s authority to sign
• Specified signer routing order
• Designation of specific fields as negotiable
• Delegation of signing responsibility to others More Control and Visibility Into the Process
DocuSign provides an audit trail of edits, and notifies every signer when a contract is changed. This helps
reduce errors, shorten the sales cycle and lower cost.
With DocuSign, you see in real-time who has received, reviewed and signed a contract:
• Check status from within the sales opportunity
• Follow a contract from the Salesforce dashboard
• Use Salesforce ChatterTM to follow an opportunity
Notifications are also sent via email to confirm a document has been completed or declined.
Designed for sales, there’s nothing new to learn with DocuSign for Salesforce.
• Contracts are auto-routed to the right people, with reminders & expiration times
• Decision makers can review & approve a contract within minutes
Signed agreements are legally binding & backed by a court-admissible audit trail DocuSign is compliant
with the the European Directive 1999/93/EC of 13 December 1999, which established a Community
framework for the use of electronic signatures on electronic contracts in the EU. DocuSign’s advanced
signature is ready and legal to accelerate the speed of business in Europe.
No programming is required, but you can choose to customise DocuSign for Salesforce to suit your
needs. Leverage DocuSign APIs to automate workflows,