DOCUSIGN & SALESFORCE PARTNERSHIP

Publish date:

• 13th January, 2022

Incorrect documentation is often worse than no documentation – Quote by Bertrand Meyer, French academic, author, and consultant in the field of computer languages 

Enhance your Salesforce investment and ship - shape all processes in your organisation with the DocuSign Agreement Cloud. With Salesforce applications, employees can prepare, sign, act on and oversee contracts within Salesforce. Speed up organisational workflows, minimise expenses and enhance client experiences directly where the actual work takes place. This is digital transaction tool currently has over 200 million users and growing. With the duo being synced, these can be easily managed via any electronic device. The two connected sales cycles are reduced, enhancement in success rates, and saving the environment by a reduction in precious paper. Salesforce clients are able to receive electronic signatures, digitize and streamline agreements, and ease approval workflows, all from the comfort of their own safe tech platforms.  Salesforce Integration Company like Codleo does the needful.  

Documents signed quicker 

• Documents of all natures can be signed off quicker with responsive signing experiences enabled for a variety of electronic assets such as cell phones, tablets, and desktops. 

• Improve efficiency and minimise data entry mistakes by instantly feeding customer data into agreements. 

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

Make agreements effortlessly 

• Hasten the deal cycles with simple customisable agreements with DocuSign Gen for Salesforce. 

• Seamlessly integrate client, product, and cost information to create sales documents. 

• Simply produce complex quotes via Salesforce CPQ. 

Oversee contracts in a holistic manner 

• Smoothen the contract lifecycle by digitising manual tasks, organising complex workflows, and removing unwanted risks with DocuSign CLM for Salesforce. 

• Churn out contracts with Salesforce data from precopre-configuredlates. 

• Minimise risk with consolidated review workflows, international standard external redlining, and revisiting capabilities to outside stakeholders. 

• Simply archive & look for agreements within the central agreement repository. 

Comprehend the details in each agreement 

• Quickly search, sieve, and review all your Salesforce contracts. DocuSign Insight, with the Insight Connector for Salesforce, shows risks, unexplored money-making chances & other actionable insights. 

• Streamline access to contracts and associated files & metadata from the related Salesforce Opportunity and Account. 

• Analyse AI-extracted clauses, terms, and replies side-by-side across agreements. 

• Merge Insight with CLM & Customer 360 for congruous & latest data across the varied contract touchpoints. 

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About the Author

Arun Sharma

Arun Sharma, the Chief Operating Officer (COO), focuses on business expansion, product development, and strategic growth. His skills include project and account management, where he improves operations and boosts efficiency. With a growth-driven approach, he leads innovation and ensures projects are completed successfully. His strategic insights have been key to achieving steady results and building long-term client relationships.