How to integrate DocuSign for Salesforce

If you’re considering DocuSign for Salesforce to accelerate your contract process, you’re not alone.

The software helps businesses of all sizes send and receive legally binding documents via the internet, on virtually any device. It meets and exceeds some of the most stringent security standards, so you can relax knowing your customers’ data is safely stored in the cloud. And, with more than 3,000 5-star reviews on Salesforce AppExchange, our Salesforce integration has been a top choice of leading organisations for more than a decade.

In this article written by 4C, EMEA’s largest independent Salesforce Platinum partner, we delve deeper into DocuSign for Salesforce. We also reveal how Configure Price Quote software implementation can help make the sales process simpler and easier.

Can DocuSign integrate with Salesforce?

Yes. DocuSign is designed to integrate seamlessly with Salesforce. As the world’s #1 e-signature company, DocuSign is favoured by companies both large and small. This is thanks to its ability to automate contract processes and work with any Salesforce Sales Cloud object, as well as multiple Salesforce Clouds.

What is DocuSign for Salesforce?

Simply put, DocuSign for Salesforce allows users to send agreements for signature, capture information, track, and store without leaving Salesforce.

In fact, DocuSign for Salesforce has an array of benefits. As the software streamlines several administrative processes, it saves a significant amount of time and money. Companies can look to reduce the amount of time their employees spend on administrative tasks like handling and filing documents. There are also significant savings to be made on costs like paper, printing and ink. And there’s less room for errors or missing information.

Not only that, but DocuSign allows for secure and accurate transactions. Documents signed using DocuSign for Salesforce are legally binding and come with a complete audit trail.

Finally, DocuSign for Salesforce provides a much faster, easier and more convenient solution for your customers. They don’t need to print out, sign, scan and send documents; they can simply do it all online, on virtually any device, at the touch of a button.

How DocuSign works with Salesforce

The good news is that with DocuSign for Salesforce, there is no coding required. You simply need to follow the step-by-step guide to install the integration.

There are several options for Salesforce administrators to consider when it comes to integrating DocuSign with Salesforce, but the best option is to employ a DocuSign consultant to manage the integration process for you.

It will be much quicker and smoother, and you may even discover functionality that helps further streamline administrative processes, benefiting both your business and the end user.

Once the integration is complete, configuration can then take place.

Automating the quote-to-cash process

If you’re looking to automate your sales process even further, you may be considering Configure Price Quote software. A sales tool that allows you to quickly and accurately generate quotes for orders.

The Quote-to-Cash process refers to the automation of end-to-end business transactions, from recognising a consumer’s intent to buy, using CRM, through to providing a quote, signing contracts and receiving funds.

The process goes a little something like this:

  1. Using CPQ software embedded within Salesforce, your rep configures the offer.
  2. Then, they generate the quote, safely and securely.
  3. You can deliver a quote to a prospect.
  4. With DocuSign for Salesforce (eSignature), the rep can send the quote to their customer for signature, without leaving Salesforce.
  5. Once the quote has been approved and signed, the rep can send the sales contract for signature. With the click of a button, data from the opportunity is automatically populated in the sales contract, so it doesn’t need rekeying.
  6. Their prospect signs the agreement, and can even provide additional information during the signing process, such as PO number or shipping address.
  7. The order is processed.
  8. An invoice is created, which the customer can settle using the same CPQ software.
  9. Cash is collected and reallocated.
  10. Data for the entire process—along with the signed agreement--is stored back in Salesforce automatically, which you can analyse and report on.

Quote-to-cash process benefits: 

Configure Price Quote software has a whole host of benefits for both businesses and consumers, helping to further reduce the time and money spent on carrying out basic administrative tasks. It is also extremely convenient for the user, too, as they can manage the entire process remotely, on any device.

In the past, the Configure Price Quote part of the process was a very time-consuming stage of the process.

With quote-to-cash software, you can store all of this information on one single platform, to draft and amend quotes quickly without mistakes.

What makes digital quote-to-cash processes really desirable is that it also automates the collection and analysis of customer data. You can reuse information to further market the business and its products.

If you already have automated post-purchase emails set up via your CRM, this extra data can help further tailor your communications to ensure your customers come back time and again.

Ready to integrate DocuSign into your Salesforce CRM?

4C is EMEA’s largest independent Salesforce Platinum partner. They work with some of Europe’s largest organisations, helping them to become more customer-centric with the help of technology. So far, they have delivered more than 1500 projects, specialising in all areas of Salesforce development.

If you’d like a helping hand setting up DocuSign in Salesforce, one of our Salesforce experts will take the time to get to know your requirements and deliver a bespoke solution tailored to you and your customers' needs.­

Interested? Learn more on the DocuSign for Salesforce integration and download the app.


Related Topics