Docusign eSignature for Salesforce vs Impowr Freemium

• Maximize your Salesforce investment and streamline your agreement processes intelligently with the world’s most trusted eSignature solution for the world’s #1 CRM. • Send agreements for signatures: Send agreements directly to Salesforce contacts or specify email addresses. Include messages, reminders, and authentication options. • Create agreements with Salesforce data: Create agreements with Docusign templates that pull in any Salesforce data saved on that record with merge fields. • Responsive signing: Signers on mobile phones can access a parallel version of the document that automatically adapts its formatting to the device’s size and orientation. • Salesforce data writeback: Signed documents and signer-provided data is automatically written back to Salesforce. • Clicks-not-code configuration: Our modern UI ensures that your team can deploy quickly without complex integrations across Sales, Service, Financial Services, Experience, and Government Cloud. • Docusign eSignature meets compliance standards - including ISO 27001-certified, HIPAA, 21 CFR Part 11, Sarbanes-Oxley and FedRAMP - and provides SOC-audited data center and full encryption for all archived documents.

Give Salesforce users a way to import spreadsheets themselves, within boundaries set by an admin. With Impowr, users upload files through our Import File Component and follow an approved Import Mapping. ✔ Keep control: Admin-defined mappings restrict which Salesforce objects and fields users can import into. ✔ Use real Excel files: Import from multi-sheet workbooks without converting them to CSV. ✔ Handle more than simple uploads: Insert, update or upsert records, including related records and parent-child data within the approved mapping. ✔ Respect user permissions: Imports run with each user’s own Salesforce permissions, keeping audit trails accurate. ✔ Find and fix errors: Clear, in-app error files show users what needs attention. Use Cases: ✔ Sales Cloud – importing products to opportunities ✔ Technology / Financial Services – quotation, order and pricing data ✔ Education Cloud – recruitment and admissions data ✔ Education Cloud – event management and systems bookings ✔ Nonprofit Cloud – fundraising and donor data management ✔ Nonprofit Cloud – recurring donation schedules ✔ Manufacturing Cloud – bill of materials (BOM) ✔ Hospitality / Retail – customer review data