This document introduces DocuSign and how it integrates with NetSuite CRM. It discusses how DocuSign helps address challenges in today's sales environment by allowing users to stay digital, mobile, easy to use, and increase execution speed. DocuSign automates electronic signature and transaction management. It can integrate with NetSuite via pre-built connectors or custom integrations. A demo is shown of how DocuSign streamlines contract execution from within NetSuite.

1. Introduction to DocuSign for NetSuite CRM+

2. Agenda
§ Who is DocuSign?
§ How do we work with NetSuite?

3. Today’s Sales Environment
§ Competition is moving faster and faster
§ Customers demand high tech and high
touch
§ Sales management needs real-time
information about the pipeline, deals, etc.
§ Sales reps and customers are increasingly
mobile
§ Focus on cost controls

5. Resulting Challenges
Increase Adoption Rates
§ “Our sales reps use the CRM sporadically because they see it as busy work.”
Stay in the Cloud, be Mobile
§ “I love the cloud. I want all my business processes to be automated and digital.”
§ “We need to send/sign on mobile devices.”
Make it Easy
§ “I don’t want to learn something new.”
Increase Execution Speed
§ “Our employees spend too much time getting contracts signed after getting to ‘yes.’

6. Stay Digital
§ Keep documents and data in digital format
through the transaction
§ No more faxing, printing, mailing, re-keying
data
§ Engage customers in minutes, rather than
days
§ Close deals on mobile devices from
anywhere
“90%
of
Deals
Close
in
1
Day;
71%
Close
in
1
hour.”

7. Digital Transactions are More Efficient
§ Send to the right people in the right
order
§ Signatures are always in the right place
§ Automatic reminders keep things
moving
§ Templates automate things end-end
“Not
In
Good
Order
to
0”

8. The Easy Way to Sign
§ Sign anywhere, anytime, from any
device
§ No software required
§ Signers do not have to register
§ Browser ‘Auto-Nav’ walks signers
through docs
§ Everyone gets a copy once completed
“More
than
33
million
people
in
188
countries
have
DocuSigned”

9. Increased Speed to
Results
Reduced Operating Costs
Accurate & Secure
Transactions
Delighted Customers
+ CRM Benefits
90% of deals close in 1 day; 71% close in 1 hour
Decreased paper cost by 90% at each facility
Not in good order to 0
World-class security certification
Sign anywhere, any device
Contract execution cut to less than 1 hour

10. It Is More Than a Signature
10
DocuSign eSignature Transaction Management Platform
eForms Data
Preparation
Workflow
1
ePaymentIdentity eSign
Execution
2
Retention
Completion
3
Audit TrailReporting
LOBCRMERP
Platform
Integrations
Anyone, Anything,
Anywhere,
Anytime

11. What Makes a Business Class, Reliable Electronic Signature?
Image of a Signature
With Unique Digital Attributes
ü Signed document electronically secure and tamper-proof
ü Authentication Options ensure the identify of the signer
ü Audit trail and certificate of completion
ü Enforces consumer consent provision of ESIGN Act
ü Automates document retention requirements
ü Supports Digital Certificates for Non-US transactions
ü Meets specialized rules from FDIC, FDA, HIPPA, and many others
ü Shows Intent and custom with support for initials, chop, data
collection and signing on the dotted line
Managed
by
an
ISO27001
Company
99.99%
Up-­‐:me

12. About DocuSign
0"
10"
20"
30"
2007" 2008" 2009" 2010" 2011" 2012"
Our
Vision
Empower
anyone
to
sign
anything,
anywhere,
any4me.
“DocuSign continues to
build its lead”
2012
UserMillions
60K New Unique Users
Every Day, 35M Thus Far

13. How DocuSign works with NetSuite

14. Options for NetSuite Integration
1. Pre-built Connectors
§ DocuSign
§ Partners
2. Custom Integration
§ REST
§ SOAP

15. Option 1: DocuSign for NetSuite CRM+
§ Send documents from any Opportunity, Estimate
(Quote), or Customer object.
§ Add Send/Sign button from any object (native or
custom)
§ Tags documents; Create automated workflows
§ Track the status of documents
§ Update settings from Administrative tab
§ Get Started Free!
§ Minutes to install, send your first envelope
in under 5 minutes.
§ SuiteApp.com, out-of-the-box, Made for
NetSuite badge

16. Demo

49. Option 2: Custom Integration
§ Why?
§ Integrate with more objects
§ Pull docs from other sources, automatically
§ Pull in and write back data
§ How?
§ Internal team
§ DocuSign
§ Partner
§ Resources available:
§ Full SOAP & REST API
§ Dev Center
§ Sample code
§ Documentation
§ Market place
The DocuSign API was extremely easy
to use, with plenty of code samples
available. We were able to create a
powerful integration with a well-defined
process for certification.
-Owen Scott, CIO, xRM
“
“

50. Why DocSign Matters for CRM
§ Stay Digital: Automating the sales contract from
end to end
§ Adoption: Increase use of CRM system
§ Accuracy: Ensure you get the data you need
§ Faster ROI: Close deals faster, from anywhere

51. Customer Spotlight
“DocuSign was the only platform that could offer legal,
secure electronic signatures for an online process, with
deep NetSuite integration—while offering us the control
over brand and user experience we sought.”
Evan Trent, SVP of Corporate Development

52. How to Get Started
§ SuiteApp.com
§ Download free, out-of-the-box
connector
§ Call DocuSign at 1-877-720-2040
§ Purchase a subscription
§ Discuss additional business needs
§ NetSuite Rep or NetSuite Partner
Community
§ Questions?
§ NetSuite@docusign.com

53. Thank you!