eSignature for Salesforce

Overview

Create and send agreements for signature, trigger actions, track status from the Opportunity or Account level, and automatically store agreements on the original record with Docusign eSignature for Salesforce.

Highlights

• Generate and send agreements directly from Salesforce

• Automatically read and write data between Salesforce objects and agreement data

• Easily onboard partners and resellers with the Customer 360

Benefits

• Accelerate business by getting agreements signed faster with anywhere, anytime signing

• Provide customers with a world-class experience while increasing process visibility

• Increase productivity and reduce data entry errors by automatically pulling customer data into agreements and writing data back to Salesforce

• Add eSignature workflows across the Customer 360–including Sales Cloud, Service Cloud, Revenue Cloud, Experience Cloud, and Vaccine Cloud.