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DocuSign Negotiate for Salesforce: Simplified document review and approval

Automate the generation, negotiation and approval of agreements

Partner of the Year

Overview

Built for small businesses, Negotiate accelerates the creation and negotiation of sales documents with just a few clicks from Salesforce. **Try it free for 30 days!**

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See How DocuSign Negotiate for Salesforce: Simplified document review and approval Works

  • If you like DocuSign eSignature for Salesforce, you will love Negotiate: DocuSign Negotiate for Salesforce extends the DocuSign experience to document negotiation, with the ease of setup, management, and use that you expect from DocuSign.

  • Stay in Salesforce: Send agreements for review and approval, compare versions and track all document activity without leaving the Salesforce user interface, either Lightning or Classic.

  • Purpose-built for small businesses: Try, buy, and configure yourself. Use clicks, not code to configure templates without the need to pay for deployment help.

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.

Docusign, Inc**'s Achievements

ISV

Global Partner

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ISV

System of Engagement

Slack

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Categories

Business Needs
Document Generation
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

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