DocuSign For Case Management, Document Generation, and more.  

DocuSign For Case Management, Document Generation, and more.

At the core of every government process are documents, forms and contracts that need to be prepared, signed and managed. DocuSign solutions give government agencies the tools they need to securely digitize and streamline document creation and workflow management.

Step 1 of 10

DocuSign for Salesforce

Step 1 of 10

DocuSign for Salesforce

The integration of DocuSign and Salesforce fosters a paperless, agile, and transparent environment, ultimately expediting decision-making and government service delivery while maintaining compliance and security standards.

DocuSign extends the value of the Salesforce platform considerably by enabling documents to be generated automatically from data in Salesforce, negotiated, edited, and routed through complex consent workflows. This enables public sector agencies to accelerate turnaround times, reduce risk, eliminate manual processes, and elevate the constituent and employee experience all without leaving Salesforce. With FedRAMP Moderate and a provisional IL4 authorization, agencies can maintain a secure and compliant environment.

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DocuSign for Salesforce

Step 2 of 10

DocuSign for Salesforce

Stop entering information manually and save time by generating “one click” documents within your Salesforce instance.

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DocuSign for Salesforce

Step 3 of 10

DocuSign for Salesforce

When the agreement is generated, all relevant information is already populated from Salesforce, reducing preparation time, minimize errors, and providing scale

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DocuSign for Salesforce

Step 4 of 10

DocuSign for Salesforce

DocuSign’s workflow can automatically route agreements to internal approvers, where they can provide their feedback.

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DocuSign for Salesforce

Step 5 of 10

DocuSign for Salesforce

After the agreement has been internally reviewed and approved, the workflow will automatically send the agreement externally for review.

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DocuSign for Salesforce

Step 6 of 10

DocuSign for Salesforce

No need to email the agreement back and forth, the external reviewer can edit, drag & drop or upload a revised document - in order to keep the review process contained and eliminating version control issues. Edits and comments are synced, so the reviewer can easily see what has been changed and have a complete audit trail.

Step 7 of 10

DocuSign for Salesforce

Step 7 of 10

DocuSign for Salesforce

Salesforce records are automatically updated when the agreement is sent for signature and internal teams receive notifications when the agreement has been reviewed and signed.

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DocuSign for Salesforce

Step 8 of 10

DocuSign for Salesforce

External reviewers receive the same sign notifications and experience they’ve come to know and trust from DocuSign. Agencies can get agreements signed faster with responsive signing experiences for most devices using your personal identity verification (PIV) or common access card (CAC) credentials.

Step 9 of 10

DocuSign for Salesforce

Step 9 of 10

DocuSign for Salesforce

Finally, completed agreements are housed in a secure, central and searchable repository, which itself can automatically run workflows to send a reminder when the agreement needs to be renewed.

Step 10 of 10

DocuSign for Salesforce

Step 10 of 10

DocuSign for Salesforce

There’s a world where you can create two click experiences right inside the platforms your teams are already using, making it easier boost agency productivity and to provide world class experience to your constituents. With DocuSign for Salesforce and Slack, you can streamline your service delivery process end to end – from generating a document, redlining, signing, fulfilling on your obligations, storing and more – right inside of Salesforce and Slack.

Check out the scalable, purpose-built integrations for the Customer 360:

  • DocuSign Gen for Salesforce
  • DocuSign eSignature for Salesforce
  • DocuSign CLM for Salesforce
  • Apex Toolkit

Learn more at docusign.com/integrations/salesforce