Allows users to send documents for electronic signature and track progress in real time within Salesforce CRM
DocuSign, a provider of on-demand electronic signature offerings, has launched the DocuSign for Salesforce CRM on the AppExchange which allows users to send documents for electronic signature and track progress in real time within Salesforce CRM and sync form data with Salesforce CRM objects.
DocuSign is an eSignature offering which allows Salesforce users to manage and send contracts for e-signing from a single workspace, and sign the contracts in the cloud and return it within minutes. The DocuSign Designed for Mobile, enables customers to sign from RIM BlackBerry, Apple iPhone, Google Android, Windows Mobile or any other mobile device.
According to DocuSign, the DocuSign dashboard inside the Salesforce CRM offers users real time visibility and process control into sales and contract work streams. It allows customers to access multi layered authentication, transaction control, data collection and processing, workflows and templates and user management and reporting.
In addition, it eliminates the time and inefficiencies of re-keying information as client data is automatically updated in Salesforce CRM. DocuSign documents are electronically archived and retrieved with just a few clicks, the company said.
Kendall Collins, chief marketing officer of salesforce.com, said: “Salesforce.com customers actively look for opportunities to broaden the tools they provide to salespeople to accelerate the closing process. With salesforce.com and partners like DocuSign on the AppExchange, companies have enterprise ready options to empower employees to realize customer success and close contracts in the cloud.”