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DocuSign Document Management: Streamlined Document Management
Document generation, management, and automation all in one
Overview
Generate documents from data in Salesforce. Give users confidence with approved templates. Put documents in motion with advanced workflow. All without leaving Salesforce.
Document generation: Streamline document generation with pre-approved templates or online forms that can quickly pull relevant data from any source, including Salesforce, or manually enter data through custom form options.
Document management: Robust tagging and searching functions to locate the right document from any device. Archive approved versions in a secure central repository or in Salesforce. Edit directly in the browser with Office 365 integration.
Document automation: Gain maximum visibility, reduce errors, and increase efficiency through automating your review and approval process to immediately initiate a workflow once a document is created.
Other features include: • Powerful document generation tools • Storage in a centralized, secure document repository • Salesforce1 and Lightning ready • Approval workflows and automation to ease admin work • Add documents via drag-n-drop, inbound email/fax, SFTP • Share documents as secure links to documents and folders • Keep content current with expiration dates, reminders • See who has viewed, edited, and shared documents • 1-click to edit documents in a browser or on desktop • Detailed history for versioning & compliance • Configurable reports and analytics • Native integration with Office 365 • Full API to integrate with other systems • Clouds supported: Sales Cloud, Service Cloud, Community Cloud • Industries supported: Public Sector, Government, Healthcare and Life Sciences, Financial Services, Professional Services, Media and Communications, Nonprofit, Higher Education
Docusign, Inc**'s Achievements
Categories
- Business Needs
- Document Management
- Industries
- GovernmentCommunications
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.FedRAMP OfferingThis company indicates that they're a FedRAMP offering. This status doesn't mean that the solution is included in Salesforce's FedRAMP authorization. You're responsible for evaluating the solution's security. To learn more, visit the FedRAMP Marketplace.Community BuilderReady to use in the Salesforce Community Builder.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyFedRAMP OfferingCommunity BuilderManaged Package