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Managing multiple devices was once a challenge, prompting us to ponder why we switched between them for different tasks. However, despite this evolution, many modern business systems persist as standalone apps, necessitating manual switching to complete tasks.
Just as devices integrated seamlessly, DocuSign solutions now integrate into most enterprise software, offering a streamlined approach to contract workflows. Explore the efficiency of these 12 DocuSign integrations designed to enhance and simplify various business processes.
The DocuSign Agreement Cloud for Salesforce optimizes your Salesforce investment through automated workflows. With seamlessly integrated products like eSignature, Gen, and CLM, this comprehensive suite of Salesforce applications expedites processes, lowers costs, and enhances customer experiences.
Operate entirely within Salesforce using the DocuSign Agreement Cloud, enabling your team to prepare, sign, act on, and manage contracts without leaving the platform. This inclusive solution caters to businesses of all sizes, from growing enterprises to established corporations, facilitating the automation and acceleration of revenue cycles. Deals can be closed faster, complex workflows orchestrated effortlessly, and distinctive customer experiences created, all through DocuSign embedded within Salesforce.
Notably, our joint products have earned market leadership recognition, boasting over 3,000 5-star reviews on the Salesforce AppExchange. Multiple DocuSign for Salesforce offerings empower organizations, irrespective of size, to expedite business workflows, curtail costs, and enhance customer experiences seamlessly within their operational environment.
DocuSign eSignature seamlessly integrates with SAP products such as SAP SuccessFactors, SAP Ariba, SAP Customer Experience, SAP Fieldglass, and more. This integration brings eSignature capabilities directly into SAP technologies, enhancing business processes, reducing costs, mitigating risks, and ensuring compliance. SAP customers can enable DocuSign within SAP, accelerating agreement processes for improved efficiency.
Through a strategic partnership with Microsoft, DocuSign extends the power of eSignature across Microsoft applications like Word, Outlook, SharePoint, Dynamics 365, Teams, and Power Automate. Users can seamlessly move from document creation to collaboration and approval within their preferred Microsoft application. DocuSign integrations also enable full lifecycle document management within Dynamics CRM.
DocuSign eSignature for Zoom facilitates real-time document review and signing during Zoom meetings. This integration eliminates the need for post-meeting document handling and allows senders and signers to discuss agreements live. Signers can instantly sign documents within Zoom, enhancing the virtual, face-to-face signing experience and expediting time-to-agreement.
The DocuSign for NetSuite connector simplifies document creation, allowing the generation of polished, easily editable agreements directly from CRM or ERP records. With no-code, custom workflows, organizations can reduce errors caused by human intervention. This integration enables easier document tracking, signature storage, and even facilitates payments at the time of signature.
DocuSign eSignature for ServiceNow modernizes the agreement process, allowing signature management within the ServiceNow platform. This eliminates the need for users to switch between systems, saving time, reducing errors, and enhancing the signing experience for employees, vendors, and customers. Integration with ServiceNow Legal Service Delivery, HR Service Delivery, and IntegrationHub enables automated workflows.
QuickBooks Online Advanced, in collaboration with DocuSign eSignature, digitizes and automates the agreement process, saving time and money. Any document requiring a signature can now be securely signed using DocuSign. Estimates can be drafted, sent, tracked, shared, and stored seamlessly within QuickBooks Online Advanced.
DocuSign for Workday, integrated into Workday’s Business Process Framework, leverages eSignature to replace paper-based processes. This integration saves money, accelerates agreement turnaround time, supports compliance efforts, and enhances satisfaction for candidates and employees. Deployment is straightforward with a pre-built integration, requiring no technical expertise.
The DocuSign Zapier app allows seamless integration with thousands of apps, eliminating the need to chase signatures and handle repetitive tasks. This integration enables automatic data retrieval, envelope sending, and post-signature data pushing to other apps for enhanced visibility and quick follow-up.
Integrating HubSpot with DocuSign eSignature enhances the sending and signing experience, removing unnecessary friction from closing deals and setting up customer trials. This integration provides a comprehensive view of the contract lifecycle, deals, or companies, ensuring business continuity.
The Smartsheet integration with DocuSign enables the generation, signing, and tracking of business agreements directly within Smartsheet. Streamlining the creation and execution of required business documents, this integration reduces costs and time to sign, allowing planning, management, and reporting on document workflows within Smartsheet.
The Make integration connects favorite apps to DocuSign effortlessly. Offering custom workflows with specific triggers, actions, and searches, Make allows users to create personalized DocuSign workflows. Additionally, Make provides templated workflow examples for popular apps, simplifying the collection of signatures and ensuring effective management of the agreement process.
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