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Submitted URL: https://app.esign.docusign.com/e/er?utm_campaign=NAM_XX_DMC_REN_2401_Fallback_EmailMM&utm_medium=email&utm_source=Eloqua&elqCam...
Effective URL: https://www.docusign.com/blog/8-docusign-integrations-smarter-business-processes?utm_campaign=NAM_XX_DMC_REN_2401_Fallbac...
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Submission: On January 15 via api from US — Scanned from CA
Effective URL: https://www.docusign.com/blog/8-docusign-integrations-smarter-business-processes?utm_campaign=NAM_XX_DMC_REN_2401_Fallbac...
Submission Tags: falconsandbox
Submission: On January 15 via api from US — Scanned from CA
Form analysis 1 forms found in the DOM
Name: Blog-Subscription_1705342137724 — POST https://s566810826.t.eloqua.com/e/f2?elqSiteID=566810826
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8 DOCUSIGN INTEGRATIONS FOR SMARTER BUSINESS PROCESSES
Back when DocuSign was founded in 2003, the world was a very different place.
Our pockets were filled with devices for everything we wanted to do: a cell
phone, an mp3 player, a digital camera, a pocket calculator–that is, until five
years later when smartphones came on the scene and brought all these into one
sleek package.
These days, it’s almost impossible to imagine how we managed so many standalone
devices. Why bother switching devices when it’s time to pause the music and make
a phone call?
And yet, so many of our modern business systems continue to be used as
standalone apps, requiring users to manually switch between them all to complete
a single task. But just as our devices began to integrate with each other,
DocuSign solutions can be integrated into most enterprise software to help
streamline contract workflows.
Check out these eight DocuSign integrations that will streamline your business
processes.
SALESFORCE
The DocuSign Agreement Cloud for Salesforce leverages automated workflows to
maximize your Salesforce investment. With pre-integrated products like
eSignature, Gen and CLM, this full suite of Salesforce applications helps you
speed up processes, reduce cost and improve customer experience.
The DocuSign Agreement Cloud for Salesforce allows your team to prepare, sign,
act on and manage contracts all without leaving Salesforce. This means growing
businesses all the way to enterprise companies can start automating and
accelerating their revenue cycles by closing deals faster, orchestrating complex
workflows simply, and creating differentiated customer experiences with DocuSign
right from Salesforce. And with clicks-not-code configuration, no technical
expertise is required to get started.
Our joint products have been recognized as market leaders and have more than
3,000 5-star reviews on the Salesforce AppExchange. The multiple DocuSign for
Salesforce offerings help organizations of all sizes accelerate business
workflows, reduce costs and elevate customer experiences directly where the work
gets done.
Learn more or get started with Salesforce integrations.
SAP
DocuSign eSignature easily integrates with SAP products like SAP SuccessFactors,
SAP Ariba, SAP Customer Experience, SAP Fieldglass and more. These integrations
provide eSignature capabilities directly in SAP technologies to streamline and
improve business processes, increase savings, reduce risk, and enhance
compliance.
If you’re an SAP customer, contact your account manager to enable DocuSign in
SAP to begin using eSignature today to accelerate your agreements. Also, if you
use SAP Ariba and want to learn even more about your contracts, check out how
DocuSign helps analyze agreements when integrated into SAP Ariba.
MICROSOFT
DocuSign has partnered with Microsoft to bring the power of eSignature to every
corner of Microsoft’s world of applications: Word, Outlook, SharePoint, Dynamics
365, Teams and Power Automate.
In Teams, Word, Outlook and SharePoint, you can go from document creation to
editing and collaboration to approval all within the Microsoft application of
your choice–and all without leaving your favorite productivity tool. DocuSign
integrations also allows you to manage your document’s entire lifecycle, from
contract generation to storage, entirely within Dynamics CRM.
Learn more about DocuSign for Microsoft.
SERVICENOW
DocuSign eSignature for ServiceNow modernizes the agreement process so
businesses can manage signature requests within the ServiceNow platform without
having to switch between systems. This saves time, helps to reduce errors and
provides a better signing experience for employees, vendors and customers.
With out-of-the-box integrations into ServiceNow Legal Service Delivery, HR
Service Delivery, and IntegrationHub, you can leverage an automated workflow.
Use DocuSign eSignature for electronic signatures, including ad-hoc documents
uploaded as an attachment and documents generated from DocuSign templates then,
end users can attach the document to a ServiceNow record. It also provides
real-time tracking of recipient signing status and envelope status.
Learn more about DocuSign for ServiceNow.
INTUIT QUICKBOOKS
QuickBooks Online Advanced allows small businesses to save money and time by
digitizing and automating the agreement process. Any business document that
would have been signed with a wet signature before can be signed with the faster
and more secure DocuSign eSignature. With QuickBooks Online Advanced, estimates
can be drafted, sent, tracked, shared and stored quickly and automatically.
Learn more about DocuSign for Quickbooks.
ZOOM
Zoom has allowed us all to replicate in-person meetings virtually. Now, with
DocuSign eSignature for Zoom, there’s no need to wait until after the meeting–or
even switch apps during the meeting–to review and sign documents. eSignature for
Zoom eliminates the email back and forth and allows senders and signers to
discuss the agreement details live in a Zoom meeting. Signers can then sign the
agreement instantly right from within Zoom. This allows virtual, face-to-face
signing that accelerates time to agreement while building trust and loyalty.
Learn more about DocuSign for Zoom.
ORACLE NETSUITE
The DocuSign for NetSuite connector drastically simplifies the document creation
process. In fact, with the click of a button you can create a polished, easily
editable, and in some cases pre-populated agreement from a record in your CRM or
ERP system. DocuSign’s no-code, custom workflows allow organizations to reduce
risk by avoiding mistakes caused by human error. What’s more, this integration
can track documents more easily, store signatures and even accept payments at
the time of signature.
Learn more about DocuSign for NetSuite.
WORKDAY
DocuSign for Workday leverages eSignature to replace inefficient paper-based
processes. This helps save money, speed up agreement turnaround time, and
support compliance efforts while boosting candidate and employee satisfaction.
The DocuSign eSignature integration was built by Workday as part of its Business
Process Framework, which allows it to support 400+ business processes, including
HCM, Student, Payroll, and Financial Management. Deployment is easy with
pre-built integration, so no technical expertise is needed.
Learn more about DocuSign for Workday.
EXPLORE 350+ INTEGRATIONS
DocuSign is the industry leader in electronic signatures–and it shows. With over
350 integration solutions, there’s probably a DocuSign app for your enterprise
software of choice.
Learn more about DocuSign integrations.
See the advantages of integrating DocuSign into your workflow for yourself with
a free trial.
Author
DocuSign Contributor
Published
May 3, 2022
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