Salesforce DocuSign
Integration

Have a look at how we integrated Salesforce with DocuSign to make the document signing, editing and managing easy for our clients. With the integration of DocuSign and Salesforce we can send multiple documents to more than one customer at once directly within Salesforce.

Have a look at how we integrated Salesforce with DocuSign to make the document signing, editing and managing easy for our clients. With the integration of DocuSign and Salesforce we can send multiple documents to more than one customer at once directly within Salesforce

DocuSign Integration Features

DocuSign Integration
Features

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DocuSign gives you the facility to send the documents to clients for Signing. We can send numerous documents in any format to multiple recipients at the same time. Editing and managing the documents within salesforce have become easy with DocuSign.

DocuSign gives you the facility to send the documents to clients for Signing. We can send numerous documents in any format to multiple recipients at the same time. Editing and managing the documents within salesforce have become easy with DocuSign.

  • DocuSign can be configured on Account, Opportunity, and Lead object.
  • We have the option to either upload a file or choose the ones already uploaded.
  • Send multiple documents to a client in any format.
  • Select from various options for what the recipient will do with the document after receiving it. 
  • Multiple recipients can be sent the document at the same time.
  • Edit the subject and email message with DocuSign before sending the mail.
  • DocuSign Layout has a list of Recipients from which we can Edit recipients.
  • From the Actions menu, we can Edit Message, Documents, Recipients, and have the Advanced options.
  • From Advanced options, you can see the privileges to the recipients, set reminders and expiration dates, and also you can set whether you want the client to access the document from Mobile or not.
  • Add standard and custom fields on the document with a single click while editing the document.
  • Preview the completed document before sending.
  • Confirm the status and track the document through DocuSign status.
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Client Review

Results were outstanding.
It was the best decision to work with Cyntexa. They are extremely trustworthy and we had put our project in the safest hands. Cyntexa provided us with the best solutions for our issues.
Results were outstanding .
It was the best decision to work with Cyntexa. They are extremely trustworthy and we had put our project in the safest hands. Cyntexa provided us with the best solutions for our issues.

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