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DocuSign Negotiate for Salesforce: Simplified document review and approval

Automate the generation, negotiation and approval of agreements

No Ratings
Partner of the Year
Starting at $40   USD/user/month

Discounts available for nonprofits

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Business Need
Document Generation
Compatible With
Government Cloud

Compatibility

Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Government Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Force.com
Developer
Essentials

App Details

Version
DocuSign Apps Launcher/5.1 5.1.0
Listed On
11/18/2019
Latest Release
03/12/2023
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Salesforce Shield
Community Builder
Managed Package
Package Contents
If 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: 32
Custom Tabs: 6
Custom Apps: 1
Lightning Components
Global: 9
App Builder: 1
Community Builder: 1
Languages
Dutch
English
French
German
Italian
Japanese
Korean
Portuguese
Russian
Simplified Chinese
Spanish
Traditional Chinese

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AgentExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
5.1.0
Last Reviewed Date
The most recent date that this solution underwent the AgentExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
11/20/2018

Additional Details

Document negotiation done right: • Simplified collaboration: Enable efficient collaboration through internal approvals, external reviews, and document redlining. • Version control: Maintain a central, version-controlled record of an agreement’s changes during negotiation. • Merged data from Salesforce: Eliminate data entry errors by automatically pulling in Salesforce customer, product, and pricing data. • Conditional content: Leverage business rules to drive the inclusion or exclusion of content sections by factors like geography and deal size. • Dynamic tables: Generate a quote or invoice that includes properly formatted tables. • Document history: Automate document activity tracking for easy auditing. • Admin-friendly: Drive immediate impact on your sales cycles with easy set-up. DocuSign for Salesforce connector is required to use.

Need help?

Docusign, Inc**

San Francisco, CA, USA

Support Phone866.219.4318