DOCUSIGN SALESFORCE® INTEGRATION
Sign anywhere, any time, on any device with DocuSign.
DocuSign is an application that allows businesses to manage signatures and agreements digitally. It integrates seamlessly with Salesforce, offering users a range of functions within the DocuSign Agreement Cloud.
Save time, reduce errors and increase productivity by automating the agreement process with DocuSign, all within your existing Salesforce instance. As a DocuSign partner, Carnac Group is officially endorsed to implement this solution and distribute DocuSign licenses.
- DocuSign eSignature: send and sign agreements
- DocuSign CLM: automate and connect contract lifecycle
- DocuSign Gen: create agreements using Salesforce data
Features and benefits
Document Generation & Management
Pre-approved templates pull data from Salesforce to create documents, with tag and search functions for easy access.
Manage Signatures
Quickly send agreements for signature, and sign documents shared with you, from any device.
Track Agreements
Keep updated on the status of your agreements, and automatically write data and documents back into Salesforce.
Accelerate Contract Lifecycle
Streamline and automate the agreements accompanying each stage of the sales cycle.
