You’re probably here to know about how to integrate Salesforce with DocuSign and how this integration helps you. So, let’s not keep you waiting. Our team of brilliant Salesforce developers has come with this interesting and most requested solution on Salesforce integration with DocuSign.
So, let’s begin!
Benefits of this integration
- With this integration, you can create, send standard agreements for signature, trigger actions, and track status from the Opportunity or Account.
- Also, you can automatically store agreements on the original record that works across the Salesforce Customer 360 platform.
- Boost up the customer signing process and your business cycle with an intuitive signing experience anytime, anywhere, and from any device.
- Besides, you can merge up to 5 Salesforce fields when you upload your document to send the recipient.
- Further, DocuSign is a leader in the electronic signature market, with over 700,000 customers and hundreds of millions of signers.
Steps for Salesforce Integration with DocuSign
- Go to Salesforce AppExchange.
- Search for DocuSign.
- Install the application by clicking on the “Get In Now” button.
- Make your account and configure it.
Supportive Screenshots
1. Basic UI of DocuSign
2. Steps of Envelope Template
3. This is how the final email would look like
Conclusion
Didn’t we solve your most requested integration challenge more easily? Do tell us how you found this solution. If you try out this solution for your business, then do share your experiences with us. We will be back with another easy-to-implement solution for your Salesforce needs. Till then, happy learning! 🙂
