• Create agreements with Salesforce data: Generate agreements using DocuSign templates that automatically pull in documents and customer contacts from Salesforce.
• Customize agreements: Add fields to the electronic agreements with bi-directional mapping to Salesforce objects.
• Send agreements for signatures: Add additional documents and recipients to the agreement and specify send options such as a message, reminders and authentication options.
• Sign on any device: Recipients can review and sign anywhere, anytime and on any device.
• Collect payments: Collect payments during the time of signing and save payment information back in Salesforce.
• Write back to Salesforce: The signed document and signer-provided data can be automatically written back to Salesforce.
• Trigger actions: Use the DocuSign Connect API to trigger other downstream activities.
• Central administration: Customize the integration with custom buttons, recipes and more.
• Compliant and secure: DocuSign eSignature has industry-leading compliance such as FedRAMP and security certifications such as ISO 27001:2013.
DocuSign for Salesforce User Guide
DocuSign for Salesforce Lightning Guide
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