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Salesforce + DocuSign Integration

Close deals faster with DocuSign for Salesforce! Connecting DocuSign to Salesforce is the ideal way to shorten sales cycles, increase close rates, and reduce paper waste. More than 200 million users are part of the DocuSign community, which allows Salesforce customers to accept electronic signatures, digitize and streamline agreements, and simplify approval workflows, all on their secure digital platforms.

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Options for Integrating DocuSign with Salesforce

Editions: DocuSign works with Professional, Enterprise, Unlimited, Developer, Starter and Performance Editions of Salesforce.

AgentExchange

  • DocuSign allows you to send, sign, and track Salesforce agreements and approvals from anywhere, on any device. All your Salesforce documents are digitized for your records, following rigorous security certifications and standards to ensure your documents are safe and scalable. And best of all, real-time deal updates are provided into Chatter.
  • Read the DocuSign instructions for configuring the AgentExchange plug-in before installation.
  • Get the AgentExchange plug-in for DocuSign here .

Native Integrations/APIs

You can automatically turn on the Salesforce integration right inside of DocuSign. You simply log in and activate with the one-click integration .

Third-Party Integrations

Integrate third-party systems with the Headless 360 platform using MuleSoft's Anypoint Platform, breaking down data silos and providing a unified view of your customers. Accelerate innovation with Flow, our intuitive drag-and-drop builder, empowering business and IT users to build apps and automate processes with minimal coding, ensuring your organization adapts quickly to changing needs. Learn more.

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