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SMALL BUSINESS APP INTEGRATIONS
DocuSign Integration Guide
Options for Integrating DocuSign with Salesforce
- 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 AppExchange plug-in before installation.
- Get the AppExchange plug-in for DocuSign here.
You can automatically turn on the Salesforce integration right inside of DocuSign. You simply log in and activate with the one-click integration.
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