DocuSign for Salesforce: Proper Implementation Practices - DookyWeb

DocuSign for Salesforce: Proper Implementation Practices

DocuSign for Salesforce

If you need a powerful tool to boost your time to revenue and enhance your sales team’s productivity, then all you need is have access to DocuSign for Salesforce. Moreover, this tool will allow you to send files out for signature and pre-populate these files with data from Salesforce. You can also keep the records updated with all the information added by the signer at the time of signing.

The DocuSign Agreement Cloud’s powerful functionality will let you integrate e-signatures into your current Salesforce workflows in many ways. For that reason, below are some planning tips to help you implement the integration of DocuSign for Salesforce.

Find key documents

Based on your organization’s size, you may have tons of documents where DocuSign can be beneficial. It is advisable to select a few key documents first for the initial implementation. Starting with the essential documents will help your team to gain enough knowledge in DocuSign integration. This way, you will be well prepared in taking advantage of all the benefits that DocuSign for Salesforce has to offer.

Know the integration degree

For each document, you need to ask yourself these questions:

  1. Does this document only require one signature? 
  2. Does this document need to be pre-populated with data from a Salesforce record?
  3. Do I need to get more information on the signer’s document and update their pre-populated information?
  4. If the signer gives out updated or additional information: does this information need to reflect on the Salesforce record or having the data exclusively on the document is enough?

These questions will help you sort the tasks from the easiest to more complicated but functional features of the tool.

Modify the design of your document

Most signed documents today are designed for hardcopy finish to be signed using a pen. While you can use this document design with DocuSign, this may compromise the signer’s experience if digital elements covered the original document’s printed aspects. With this in mind, you should think about modifying or redesigning the actual hardcopy document’s aspects as part of the integration.

For instance, the actual hardcopy has a question with some checkbox choices. However, the Salesforce version with the same question works better using a picklist with the same value as the checkbox choices. Imagine receiving a document with checkboxes that cannot be checked as there is a picklist overlying the boxes. It sounds frustrating, isn’t it? This can be prevented by modifying your paper application for digital distribution.

Security

Online security has become more important than ever these days. DocuSign and Salesforce are working together to address crucial security needs through back-end encryptions that keep the information safe as travel from Salesforce to the signer and then back to Salesforce.

Moreover, there are additional tools to adjust access to limit who can view certain fields within the file. For instance, only the files with names and addresses will be visible to the staff. Other files with more sensitive information will remain hidden and only available to key staff. DocuSign for Salesforce has these options to keep all documents well secured.

By using this tool, you can save time by cutting agreement turnaround time to hours or minutes. It can also alleviate boring manual tasks that may cause errors, increasing the risks. Moreover, it increases productivity by automating workflows, helping the employees to work more effectively without leaving Salesforce.