Transform Your Workflow With Docusign’s Easy E-Signature Solution

Introduction

DocuSign is an electronic signature service for documents or agreements that need to be signed by clients. The DocuSign for Salesforce managed package allows users to send a document for signatures from within Salesforce and guide signers in the signing process. If you are using the Salesforce Professional, Enterprise or Unlimited Editions, DocuSign for Salesforce from the AppExchange easily integrates into your Salesforce account.

DocuSign for Salesforce keeps track of the progress of deals from within Salesforce and uses your Salesforce tabs (Accounts, Contacts, Opportunities, Contracts, Cases or any other standard or custom tab in Salesforce) to address your documents. With DocuSign’s mobile app, you can complete contracts, approvals, and other agreements in minutes from almost anywhere. Do business faster and be more efficient with the eSignature solution trusted by hundreds of millions of users around the world!

Standard documents that can be signed with DocuSign are:

• NDAs
• Sales contracts
• Health care documents
• Financial agreements
• Waivers
• Permission slips
• Lease agreements

What is DocuSign?

DocuSign is an electronic signature service for documents or agreements that need to be signed by clients. With DocuSign’s mobile app, you can sign and complete or approve contracts, approvals, agreements, etc., in minutes from anywhere. You can do business faster and more efficiently with the DocuSign eSignature solution. To learn more about DocuSign integration, click here.

DocuSign is a leading electronic signature and agreement management platform. It allows individuals and businesses to securely sign, send, and manage documents digitally. 

Essentially, DocuSign eliminates the need for paper-based processes by providing a cloud-based solution for creating, sending, and tracking documents. It offers features like:  

• Electronic Signatures: Enables legally binding digital signatures.
• Document Management: Stores and organizes documents securely.
• Workflow Automation: Streamlines document workflows and approvals.
• Integration Capabilities: Connects with other business applications.  

By digitizing the agreement process, DocuSign helps organizations increase efficiency, reduce costs, and improve customer experiences.

How to Use DocuSign?

Step 1: Upload your document

To upload a document on DocuSign, follow these simple steps:

1. From the DocuSign dashboard, click “Start Now.”
2. Drag and drop the document you want to sign into the designated box or click “Upload” to select a document from your files or a cloud storage provider like Google Drive or Dropbox.
3. Place text, date fields, check boxes, and your legally binding electronic signature to complete your document.

Once completed, both senders and signers have 24/7 anytime, anywhere access to the document. It’s stored online and can be downloaded and printed as needed. 

Step 2: Follow the DocuSign tabs

1. To follow the DocuSign tabs and sign a document, you’ll need to open the email sent to you by the sender and click on “Review Document.”
2. Next, review the consumer disclosure and check the box to legally agree to sign electronically. Click on “Start” to begin signing the document. You’ll be taken directly to the first signature mark where you need to sign.
3. Click on the “Sign” tag and then adopt your signature by typing your name and initials and selecting a signature style or manually signing it using your cursor or touch screen.
4. Click “Adopt and Sign” to apply your signature to the document. You can sign all other fields in the document with one click after doing this once.
5. Click “Finish” when you’ve finished reading and signing all specified places. You’ll see a message stating that you’ve completed the process, and you can save a PDF copy for your records. The sender will receive an email containing the signed paper and a copy in their DocuSign account.

Step 3: Place fields and send

To place fields and send a document using DocuSign, follow these simple steps:

1. First, create a DocuSign account and sign in. Then upload the document that needs to be signed.
2. Add the names and email addresses of your signers and other recipients, and even specify the order in which they should sign. Add a subject line and a body text, and DocuSign will deliver the document to the recipient by email.
3. Drag and drop DocuSign fields to indicate where you need a signature, initial, or date. You can also add standard or custom fields for signers to fill in. Then click Send. DocuSign emails a link to each recipient which they can use to access the document.
4. Once the document is complete, it’s stored securely for easy retrieval. Both senders and signers have 24/7 anytime, anywhere access to the document. It can be downloaded and printed as needed.

Step 4: Sign in automatically

1. Go to the DocuSign website and log in to your account.
2. Once you’re logged in, click on your profile picture in the top right corner of the screen and select “Preferences.”
3. In the “Preferences” menu, scroll down to the “Sign In” section and click on “Automatic Sign In.”
4. Toggle the switch to “On” to enable automatic sign-in for your account.
5. If prompted, enter your password to confirm the changes.
6. That’s it! Now, whenever you visit the DocuSign website, you’ll be automatically signed in to your account.

Step 5: Your document is saved automatically—and securely

DocuSign uses encryption and authentication measures to ensure the confidentiality and security of saved documents. Both senders and signers have 24/7 access to the document, which is stored online and can be downloaded and printed as needed. Electronic signatures are secure, legally binding, and widely accepted for most business transactions around the world. Overall, DocuSign provides a safe and reliable platform for managing and signing important documents.

Step 6: Finish, and you’re done

Once you’re finished signing your document on DocuSign, simply click “Finish” and you’re done! If you need to fill in any required fields or signatures, DocuSign will guide you through the process with tabs and simple instructions. With 24/7 access and secure, legally binding electronic signatures, DocuSign makes it easy to complete and send off your important documents.

Using DocuSign in Salesforce

Sending Documents for Signature

Sending documents for signature is straightforward with DocuSign in Salesforce. Users can select documents, specify recipients, and send them for signature directly from the Salesforce interface.

Managing Templates

Templates are a powerful feature that saves time by allowing users to create reusable documents with predefined fields. This ensures consistency and reduces the time spent preparing documents for signature.

Monitoring Document Status

DocuSign provides real-time updates on the status of documents. Users can track whether a document has been viewed, signed, or declined, allowing for prompt follow-up if needed.

DocuSign with Salesforce

Close deals faster with DocuSign for Salesforce! Connecting DocuSign to Salesforce is the ideal way to shorten sales cycles, increase close rates, and reduce paper waste. More than 200 million users are part of the DocuSign community, which allows Salesforce customers to accept electronic signatures, digitize and streamline agreements, and simplify approval workflows, all on their secure digital platforms.

Options for Integrating DocuSign with Salesforce

Editions: DocuSign works with Professional, Enterprise, Unlimited, Developer, Essentials and Performance Editions of Salesforce.

AppExchange

• DocuSign allows you to send, sign, and track Salesforce agreements and approvals from anywhere, on any device. All your Salesforce documents are digitized for your records, following rigorous security certifications and standards to ensure your documents are safe and scalable. And best of all, real-time deal updates are provided into Chatter.
• Get the AppExchange plug-in for DocuSign here.

Native Integrations/APIs

You can automatically turn on the Salesforce integration right inside of DocuSign. You simply log in and activate with the one-click integration.

Third-Party Integrations

• Zapier is a powerful tool for integrating nearly any online service with another online service. It’s powerful and can be used to integrate multiple systems using powerful rules and filters. Get the DocuSign to Salesforce integrations here.

How DocuSign for Salesforce Works with Salesforce Tabs 

Each tab within Salesforce organizes and manages information about your customers. You can choose a record from a Salesforce tab to send a document to for signing. DocuSign for Salesforce automatically transmits real time data (form data from any document sent in an envelope) and information about DocuSign envelopes directly into your Salesforce account. This data includes status information on a DocuSign transaction, envelope information such as subject and envelope fields, recipient name, and company.

DocuSign for Salesforce Installation and Configuration Process

Install the DocuSign for Salesforce application from the AppExchange. DocuSign for Salesforce installs all the preset mappings between envelope fields in DocuSign and tabs in Salesforce, loading the default configuration. All mappings are pre-set to drive data updates, report tabs, and dashboards which are installed into Salesforce records. With the DocuSign for Salesforce application, your information can be related to any standard Salesforce tab including Lead, Contact, Account, Opportunity, Case, or Contract, so it works the way you do.

Installing and configuring DocuSign for Salesforce up takes less than thirty minutes for a Salesforce administrator. The steps are outlined in this section and discussed in detail in the rest of this guide:

•  Download and install DocuSign for Salesforce from the Salesforce AppExchange.

•  Make sure you can connect to the DocuSign Service.
• Link your existing DocuSign Service account to DocuSign for Salesforce or, if you do not have a DocuSign Service account, create one and link it to your DocuSignfor a Salesforce account.
• Configure your Salesforce tabs to send documents to be DocuSigned.
• Add users to DocuSign for Salesforce and enable them to send documents to be DocuSigned.

Setting Up the Remote Site

To configure DocuSign to work with Contract Lifecycle Management, you must connect Salesforce to a DocuSign account. You set up the DocuSign remote site as one of the websites your Salesforce org can invoke.

To set up the remote DocuSign site:

1. From Setup, in the Quick Find box, enter Remote Site Settings.
2. Click Remote Site Settings.
3. Click New Remote Site.
4. Enter the following information:
   • The Remote Site Name is DocuSignProduct.
   • The RemoteSiteURL ishttps://www.docusign.net.
5. Click Save.

Getting Started With Docusign eSignature for Salesforce

Docusign Apps Launcher for Salesforce is a package that includes the following Docusign apps:

Docusign eSignature for Salesforce

Send, sign, track, and save agreements in Salesforce with the most downloaded electronic signature app on the AppExchange.

Docusign CLM for Salesforce

Docusign CLM for Salesforce helps organizations increase renewal rates, improve productivity, and grow faster. Streamline agreement preparation, document review, collaboration, and approvals. Safely and centrally store agreements for easy access and discovery.

Docusign CLM Essentials for Salesforce

Docusign CLM Essentials provides a centralized repository where you can review and manage your list of agreements. You can also use agreement process templates to help you automate end-to-end agreement processes. Document collaboration tools enable you to review content with team members and agreement stakeholders.

Docusign Gen for Salesforce

Built to be easy to use, Gen accelerates sales cycles by automating the generation of customized sales documents. With just a few clicks from a Salesforce record, you can generate contracts and send them for signature with Docusign. When you install any of these apps, Docusign installs the complete Docusign Apps Launcher package.

Use this procedure to install the Docusign Apps Launcher package of apps in your Salesforce organization:

1. Log on to Salesforce as an administrator and find the Docusign app you want:
   • Select the App Launcher grid  and select View All.
   • Select Visit AppExchange in the upper right.
   • Use the Search AppExchange field to find and choose a Docusign app.
2. Select Get it Now.
   The Log In to AppExchange dialog box opens.
3. Select the Open Login Screen button.
   The Allow Access dialog box opens.
   
4. Select Allow.
5. Select Install Here.
   The Confirm installation details dialog box opens.
6. Complete all required fields in the Confirm installation details dialog box.
   The Install dialog box opens.
7. Complete the following from the Install dialog box:
   1. Select an installation option:
      • Install for Admins Only
      • Install for All Users
      • Install for Specific Profiles
   2. Select Install, or Upgrade if you use an earlier Apps Launcher version.
8. The Approve Third-Party Access dialog box opens.
9. Complete all required fields in the Approve Third-Party Access dialog box.
   The Install dialog box opens with the message: Installing and granting access to all Users.
10. Select Done when you see: This app is taking a long time to install. You receive a notification email when the installation is complete.

You have completed the process. You have installed the Docusign Apps Launcher package of apps. This package includes Docusign eSignature for Salesforce, CLM, CLM Essentials, and Gen.

Summary

DocuSign is a leading electronic signature platform that revolutionizes how businesses manage their document workflows. It enables users to sign, send, and track documents digitally, ensuring security, efficiency, and compliance.

DocuSign is not just a tool but a strategic asset for businesses looking to modernize their document workflows, improve efficiency, and ensure secure and compliant transactions.

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DocuSign: Simplifying Signatures and Documentation