Close it in the Cloud

Using the global standard for Digital Transaction Management, DocuSign® for Salesforce® is the easiest, fastest, most secure way to send, sign, track and store documents in the cloud

Fully integrated with Salesforce, DocuSign helps users close more deals, faster. Your customers can sign contracts within minutes from anywhere, anytime and on any device.

The eSignature choice for Salesforce

DocuSign is the #1 electronic signature solution and is used exclusively by Salesforce 3,000+ sales representatives. LinkedIn, Expedia, CenturyLink, Xerox and more than 40 million people and enterprises trust DocuSign to accelerate the speed of their business.

Sending a contract for electronic signature from Salesforce is simple: Just click “Send with DocuSign” from any object. You can even generate and send contracts synced with data from Salesforce. When you automate time-consuming manual workflows, you eliminate rekeying of data and increase your productivity. DocuSign handles many different scenarios, including:

    Close deals faster

    With a seamless Salesforce integration, there’s nothing new to learn. Documents are auto-routed to the right people, with built in reminders and expiration times. Decision makers can review and approve a contract within minutes. Signed agreements are legally binding and backed by a court-admissible audit trail. DocuSign warrants compliance with the federal ESIGN Act.

    Reduce errors and improve compliance

    Pre-populate documents from existing Salesforce data. Create high-volume forms by conveniently dragging and dropping data fields directly from Salesforce or use and save templates in DocuSign. Any data collected during the signing process can also be populated back to Salesforce, saving you time and eliminating potential errors.

    Streamline workflow  processes

    Support for complex routing rules and dynamic collaboration tools makes sending documents electronically for eSignature as easy as sending a Salesforce email. Visibility into and control over where contracts are in the signing process keeps the process moving efficiently. DocuSign provides an audit trail and notifies every signer when a contract is changed. Plus, with Salesforce Chatter, you can keep everyone up to date when an opportunity’s status changes and when deals close.

    DocuSign on the go with Salesforce1

    Send a document for eSignature, or DocuSign in person, from within the Salesforce1 app. Using DocuSign with Salesforce1 means that users can stay connected and close business faster on the go, all from within the familiar Salesforce1 experience. Select DocuSign from the menu of Actions from any object and sign in person or through email on your mobile device.

    Extensive integration

    DocuSign for Salesforce integrates with every level edition of Salesforce.com. Also access native integrations with Conga Composer, Apttus, BigMachines, Selectica, Upside, Drawloop, Zuora, and more.

    Support for Native Languages

    DocuSign for Salesforce is fully localized in 11 native languages, including Chinese (simplified), Dutch, English, French, German, Italian, Japanese, Korean, Portuguese, Russian, and Spanish. DocuSign for Salesforce is also enabled with browser-aware signing experience in 44 languages.

    DocuSign for Salesforce 6.0


    Easier, Faster, More Intuitive

    Now it’s even easier to use DocuSign for Salesforce! We’ve simplified the DocuSign experience in Salesforce, keepingthe same great features you love, but improved. In DocuSign for Salesforce 6.0, we have redesigned the user interfaceand made it easier to install and configure your account.

    Easier Sending Experience

    The Sending page is now more visually intuitive and has new time saving features:

    • Drag-and-drop documents and recipients to reorder (or quickly delete by clicking on “x”)

    • Quick Add recipients — now it takes just seconds to add a new recipient, even if they are not already in

    Easier and Faster Installation 

     It's now easier to get set up with a DocuSign for Salesforce account. The Installation process takes fewer steps, saving you valuable time. Rather than accepting each IP address you can accept all network access with one simple checkbox 

    Easier and Faster Account Configuration 

    The Admin section is now more visual and easier to navigate with tabs for settings, accounts, layouts, and users. 

    Save time with the new Layouts page - where you can manage the settings for all your page layouts in fewer steps. Now you can add (or remove) the send with DocuSign button to multiple layouts in seconds - from a single page.