docusign cloudstock session 2 - no code

Agenda

- The DocuSign Process- Delivering Business Results- DocuSign Company- DocuSign for Salesforce- Current document completion process- The Cloud Universe - Different ways to integrate DocuSign with Salesforce.com- First Mode - Connect- Second Mode - Embedd

- Getting DocuSign AppExchange package- Setting up a DocuSign account- Setting up data feeds.- Adding DocuSign buttons- Sending with DocuSign for Salesforce- Lessons Learned- Complete Path to Success- Sales Channel and Promotion- Q&A

1 2 3

Fast. Simple. Complete. The Leader.

Delivering Business ResultsEnterprise Class e-Signature Platform

Workflow Document Mgt Document Processing

Business Value

Accelerate Business Drive Efficiency Gain Insight & Visibility

“DocuSign makes us heroes to our Customers”

Collaboration

Perry BakkeManager, International Contracts | Cisco Communications, Inc

DocuSign Today• Growing at 100%+

• Over 8M active signers

• 40,000+ customers

• Enterprise multi-tenant architecture • Award Winning Technology

The World is DocuSigningFortune 500

Other Notable Companies that Selected and use DocuSign Today

Foreign Owned Customers that Selected and use DocuSign Today

Current document Completion Process

Ground: • Slow processing• No visibility• No control

Manage Leads Opportunities Accounts

Forecasting Reporting Workflow

• Universal access• Centralized control• Excellent visibility

Cloud:

How do you get these steps done?

?

Secure Delivery

Signature Workflow

Return Data and Docs

Secure Delivery

Signature Workflow

Return Data and Docs

Secure Delivery

Signature Workflow

Return Data and Docs

Cloud to Cloud Computing Salesforce/DocuSign

Leads Opportunities Accounts

Forecasting Reporting Workflow

Secure Delivery

Signature Workflow

Return Data and Docs

Cloud Universe (partial)

Platform as a Service

Middleware as a Service

Software as a Service

Different ways to integrate DocuSign with Salesforce.com

First Mode - ConnectSend to DocuSign with 1 Click

Automatically get status and data back.

Second Mode - Embed

AppExchange Download Options

DocuSign Account Set Up

Creating a new DocuSign Account

You have a DocuSign Account

Connecting DocuSign with Salesforce

What to look for when DSfSF appears broken and Mapping of Data

DocuSign default objects

Custom Object

Editing Page Layouts

DocuSign Status• DocuSign Status Tab• Related Lists

Managing UsersEnabling Users to ‘Send with DocuSign’

Disabling Users from using DocuSign for Salesforce

Sending with DocuSign for Salesforce

User Can Also Access DocuSign Directly with the Password they created

Lessons Learned• Minimize Freeform Text Entry• Test large datasets• Support all the objects in Force.com• Support as many of CRUD options as you can DocuSign

supports– Create– Update– Read

Complete Path to Success

• Free Sandbox Account• SDK• Sample Code• Certification process &

Testing support• Forums• Webinars• Professional Services

– Over 350 Integrations– Design, Architecture and

Implementationwww.docusign.com/dev center

Sales Channel and Promotion

• Extend beyond your Appexchange Listing with DocuSign Marketplace

• Audience of 40,000 DocuSign Paid accounts and > 8 million signers

• Joint press release• Partner DocuSign Account

Mgr/Sales training• Partner Events• Finder’s fee…15% of first year

subscription for all referrals www.docusign.com/marketplace

Questions?

Force.com Zone (Tomorrow)

• Kiosk #2 (next to your Java fix)• Questions about our API• Meet DocuSign Technical

Evangelists:– Mike Borozdin– Julia Ferraioli– Craig Smith– Veronica Lentfer

• Get Started at www.docusign.com/devcenter

Cloudstock• Demo Pod #24

• Product Demos• Sandbox Signups• T-Shirts

• Integrating DocuSign eSignatures into your Force.com Apps without writing any code 1:15pm

• API Basics to DocuSign-enable your App in 45 minutes 11:30am

• Lessons Learned building the first Cloud-based e-Signature Company 2:30pm