The document discusses the transformative impact of e-signatures, particularly through DocuSign, on business processes by offering faster transactions, improved visibility, and reduced errors. It outlines integration options with Salesforce, automation features, and the value of certification for applications. Key benefits include eliminating the need for paper documents and enhancing productivity within existing workflows.

1. Paperless Business Process with DocuSign eSignatureMike Borozdin – DocuSign

2. SynopsiseSignatures 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 SignaturesLost 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 & reconciliation4

12. DocuSign Helps Finish Business FasterFaster 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 productivityDocuSign In Action

20. Integrating DocuSign with salesforce.comChoice 1: Use files and browsersChoice 2: Use the AppExchange PackageChoice 3: Create a custom solution ConfigurationNeed a developerAutomationSending is done with just one click

21. Data is automatically reentered

22. Documents are automatically filed

23. Enables Self Service WorkflowsConfigurationNoneAutomationNoneConfigurationNeed an adminAutomationNo need to print

24. Data is automatically reentered

25. Documents are automatically filedFirst Mode – ConnectSend to DocuSign with 1 ClickAutomatically get status and data back

26. Second Mode – EmbedDocuSign elements are in an IFRAME

27. API Architecture BreakdownSOAP Header Security LayerHTTP Header Security LayerPowerFormsConsoleCommon API ObjectsBusiness Object LayerData

28. API Function GroupsPost ProcessingSendingSigningStatus Retrieval and ManagementAdministrative

29. API Function Groups Overview

30. Automate Sending EnvelopesPrerequisitesA customizable systemStandard contractsAccess to a developer teamValue PropositionMake sending for signature a one step processIncrease complianceIntegrate with existing workflow

31. Download Documents and StatusPrerequisitesDocument storage – File server, CRM system or a databaseValue PropositionPush data collected during signing to another data storeGet instant updates from our serviceUse your own CRM or imaging system to manage docsIntegrate with existing workflow

32. Embedded SigningPrerequisitesA customer facing websiteAccess to a developer teamValue PropositionsSigners never have to leave the customer portalInstant status updates and documentInstant data updates from DocuSign to the customer’s databaseTight integration with existing workflow

33. Manage User RostersCreating Users with CreateAccount APISend on Behalf-OfOne global user

34. DocuSign MarketplaceListing of applications that add value to the DocuSign serviceBeing included in the DocuSign Marketplace gives you access to reviews, download statistics and greater visibilityGetting certified gives you the option of being included in the DocuSign Marketplace!

35. Certification: Why?Important change from the demo environment to production environmentNeed to ensure that the behaviors that occur in development are sustainable and scalableConfirm that the application complies with certain guidelines and standardsMost of all, we want to position you for success!

36. Certification: When?When certification is necessaryYour integration with DocuSign is near complete,Your product is ready to go live, andYou are certain that there will be no major behavioral changes to your integration with DocuSignWhen certification is not necessaryYou have made small changes to your integration, orYou have made changes to parts of your product that do not affect the integration

37. Resources to Get You StartedSDK: https://github.com/docusign/DocuSign-eSignature-SDKDev community: http://community.docusign.comAPI guide: http://www.docusign.com/p/APIGuide/APIGuide.htmCode walkthroughs and information posts: http://www.docusign.com/blog/category/devcenter/DevCenter: http://docusign.com/devcenterTwitter: @DocuSignAPI