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 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?"
  • Paperless business process with DocuSign esignature v2

    1. 1. Paperless Business Process with DocuSign eSignature<br />Mike Borozdin – DocuSign<br />
    2. 2. Synopsis<br />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.<br />
    3. 3. Paper Documents Cause Delay …<br />3<br />
    4. 4. Business Challenge Bigger than Signatures<br /><ul><li>Lost documents or pages
    5. 5. Poor fax readability
    6. 6. Overnight shipping fees
    7. 7. Lost productivity
    8. 8. Slow transactions
    9. 9. Too many errors
    10. 10. Lack of visibility
    11. 11. Re-keying & reconciliation</li></ul>4<br />
    12. 12. DocuSign Helps Finish Business Faster<br /><ul><li>Faster transactions
    13. 13. No errors
    14. 14. Complete visibility
    15. 15. No re-keying or reconciliation
    16. 16. Secure documents
    17. 17. No faxing
    18. 18. No overnight shipping fees
    19. 19. Higher productivity</li></li></ul><li>DocuSign In Action<br />
    20. 20. Integrating DocuSign with<br />Choice 1: Use files and browsers<br />Choice 2: Use the AppExchange Package<br />Choice 3: Create a custom solution <br />Configuration<br />Need a developer<br />Automation<br /><ul><li>Sending is done with just one click
    21. 21. Data is automatically reentered
    22. 22. Documents are automatically filed
    23. 23. Enables Self Service Workflows</li></ul>Configuration<br />None<br />Automation<br />None<br />Configuration<br />Need an admin<br />Automation<br /><ul><li>No need to print
    24. 24. Data is automatically reentered
    25. 25. Documents are automatically filed</li></li></ul><li>First Mode – Connect<br />Send to DocuSign with 1 Click<br />Automatically get status and data back<br />
    26. 26. Second Mode – Embed<br />DocuSign elements are in an IFRAME<br />
    27. 27. API Architecture Breakdown<br />SOAP Header Security Layer<br />HTTP Header Security Layer<br />PowerForms<br />Console<br />Common API Objects<br />Business Object Layer<br />Data<br />
    28. 28. API Function Groups<br />Post Processing<br />Sending<br />Signing<br />Status Retrieval and Management<br />Administrative<br />
    29. 29. API Function Groups Overview<br />
    30. 30. Automate Sending Envelopes<br />Prerequisites<br />A customizable system<br />Standard contracts<br />Access to a developer team<br />Value Proposition<br />Make sending for signature a one step process<br />Increase compliance<br />Integrate with existing workflow<br />
    31. 31. Download Documents and Status<br />Prerequisites<br />Document storage – File server, CRM system or a database<br />Value Proposition<br />Push data collected during signing to another data store<br />Get instant updates from our service<br />Use your own CRM or imaging system to manage docs<br />Integrate with existing workflow<br />
    32. 32. Embedded Signing<br />Prerequisites<br />A customer facing website<br />Access to a developer team<br />Value Propositions<br />Signers never have to leave the customer portal<br />Instant status updates and document<br />Instant data updates from DocuSign to the customer’s database<br />Tight integration with existing workflow<br />
    33. 33. Manage User Rosters<br />Creating Users with CreateAccount API<br />Send on Behalf-Of<br />One global user<br />
    34. 34. DocuSign Marketplace<br />Listing of applications that add value to the DocuSign service<br />Being included in the DocuSign Marketplace gives you access to reviews, download statistics and greater visibility<br />Getting certified gives you the option of being included in the DocuSign Marketplace!<br />
    35. 35. Certification: Why?<br />Important change from the demo environment to production environment<br />Need to ensure that the behaviors that occur in development are sustainable and scalable<br />Confirm that the application complies with certain guidelines and standards<br />Most of all, we want to position you for success!<br />
    36. 36. Certification: When?<br />When certification is necessary<br />Your integration with DocuSign is near complete,<br />Your product is ready to go live, and<br />You are certain that there will be no major behavioral changes to your integration with DocuSign<br />When certification is not necessary<br />You have made small changes to your integration, or<br />You have made changes to parts of your product that do not affect the integration<br />
    37. 37. Resources to Get You Started<br />SDK:<br />Dev community:<br />API guide:<br />Code walkthroughs and information posts:<br />DevCenter:<br />Twitter: @DocuSignAPI<br />