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Salesforce Collaborated with DocuSign

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Introduction:

Worldwide Famous Cloud-based software company Salesforce and DocuSign CLM Essentials are taking their partnership one step ahead to provide smart solutions to accelerate the flow & process of contracts worldwide to improve customer experience. The new technology will be AI-based, automating the process of drafting, signing, and handling agreements & invoices, driving faster ROI, and improving partnership amongst organizations with Slack functionalities.

What is DocuSign:

DocuSign helps startups with a perfect beginning to start their contract management journey by assisting them in managing and automating contract tasks and making the whole process less challenging across teams.

Why DocuSign?

  • Use Merge Fields into your Documents with Salesforce

With DocuSign, users can use Salesforce (merge) fields by just dragging and dropping data fields into required & important documents. It helps reduce operating costs because programming knowledge requirements are absent.

  • Valid & Secured Transactions 

DocuSign provides 100% correct & safe transactions. It saves employees time by managing and tracking documents and eliminates the cost of paper, printing, ink, faxing, and mail. The transaction data is tracked in existing systems as well as Salesforce.

  • Cloud Collaboration

Users can leverage DocuSign for Salesforce to complete deals in the cloud and resend them to all signing partakers to accept. Changes are tracked throughout the process to let users know when and who signed off and what the last change was.

  • Sign in Made Easy

It also provides a Single Sign On facility, so users do not have to insert the details repeatedly. It will automatically log into DocuSign with their existing Salesforce user ID and password, and there is no requirement to remember and manage numerous passwords.

Summary:

Working our DocuSign is not that complicated or costly. It has made the contract management system very effective & easy. Thanks to DocuSign CLM Essentials, making the whole process is easy, starting from the end. It also makes the agreement process secure end-to-end. DocuSign is there to take you to the end projection of the contract management process. 

To unfold more about how DocuSign can change your sales process, use DocuSign today and observe the changes in your contract management process.

Dreamforce 2022: For Dreamforce 2022, DocuSign is excited to showcase robust collaborations with Salesforce Sales Cloud and Slack to help drive more deals, increase representative productivity, and offer a more satisfactory experience to users.

Thanks for reading this news. Cloud Analogy is one of the top certified Salesforce Consulting Partners and has a team of experts who can guide you with a custom solution for any of your business verticals. Stay tuned to Cloud Analogy’s channel for more such updates in the technological and digital landscape.  

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Ajay Dubedi

CEO | Founder
Ajay Dubedi, the founder and CEO of Cloud Analogy, is a prominent Salesforce Sales, Service, and Marketing cloud Consultant with a rich expertise in handling challenging business models. Ajay has assisted and implemented solutions in industries comprising Banking, Health Care, Networking, Education, Telecommunication and Manufacturing. Ajay is globally acclaimed for his extensive experience in APEX Programming, VisualForce pages, Triggers, Workflows, Page Layouts, Roles, Profiles, Reports & Dashboards.

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