integrations

Docusign

DocuSign + DocuVault

DocuSign replaces printing, faxing, scanning and overnighting documents with the easiest, fastest, most trusted way to make every approval and decision digital. Organizations of all sizes and industries are accelerating contracts, approvals and workflows with DocuSign’s Digital Transaction Management (DTM) platform and eSignature solution. DocuSign keeps life and business moving forward.

DocuVault is a secure file storage and collaboration App that lets users upload and access large files from within Salesforce. Files are stored in Amazon S3 (cloud storage platform) and can be accessed securely from anywhere and on any device.

Standard DocuSign integration with Salesforce uploads documents to the attachments section of a DocuSign Status record. Salesforce file storage is restrictive and expensive for companies dealing with lot of documents. Documents generated from conga composer can be directly uploaded to AWS S3 and can be accessed from the related list section of the salesforce record.

Given below are the benefits of using DocuVault.

1) Reduce file storage costs
2) Organize documents in folders
3) Out of the box integration of DocuSign saves the signed contract under DocuSign Status record. This requires an additional click to download contract. With DocuVault integration users can directly access the signed documents from the Salesforce parent record (Opportunity, Case etc).
4) Ability to customize the document management process

To know more about our integration with DocuSign please contact us.

Background

Transform your Salesforce Document Management
with DocuVault

 

Contact Sales