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DocuSign Document Management: Streamlined Document Management
Document generation, management, and automation all in one
- Industries
- GovernmentCommunications
- Business Need
- Document Management
- Requires
- Sales Cloud
- Compatible With
- Government Cloud
Generate documents from data in Salesforce. Give users confidence with approved templates. Put documents in motion with advanced workflow. All without leaving Salesforce.
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Sales Cloud
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Government Cloud
- Salesforce Editions
- EnterpriseUnlimitedForce.comDeveloper
App Details
- Version
- SpringCM/5.63 5.63.0
- Listed On
- 04/15/2009
- Latest Release
- 04/14/2023
- Supported 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
- Package ContentsIf this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
- Custom Objects: 13Custom Tabs: 2Custom Apps: 1
- Lightning Components
- Global: 5App Builder: 3Community Builder: 3
- Languages
- English
Security
Additional Details
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
Need help?
Docusign, Inc**
San Francisco, CA, USA