DocuSign eSignature for Salesforce
• 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.
Top keywords
- salesforce6×3.73%
- data5×3.11%
- agreements4×2.48%
- salesforce data3×1.86%
- automatically2×1.24%
- documents2×1.24%
- docusign2×1.24%
- esignature2×1.24%
- send2×1.24%
- send agreements2×1.24%
- world2×1.24%
Account Mapping, Partner Ecosystem Platform, Channels, Alliances, Partner Sales
PartnerTap gives partner, channel, and sales teams everything they need to automate account mapping, share and track partner pipeline in real-time, identify new whitespace sales opportunities, automate co-sell introductions, and enable co-sell collaboration across complex partner account teams. Customers use PartnerTap to uncover both new logo and expansion pipeline, and accelerate growth with all types of partners: ISVs, alliance partners, marketplace partners, resellers, distributors, TSDs, MSAs and sub-agents, MSPs, systems integrators, and cloud hyperscalers. Detailed data from PartnerTap is used to operationalize and scale up co-build, co-marketing, co-selling, and co-retention strategies. PartnerTap's Ecosystem Sales Platform includes digital clean rooms and robust data sharing controls that make it easy and safe for companies to securely share data with each other. PartnerTap data can be pushed into your Salesforce CRM so sales, marketing, and customer success teams can see this partner data where they already work. 100% native Salesforce CRM integrations, no third-party tools required.
Top keywords
- data5×3.27%
- partner4×2.61%
- partnertap4×2.61%
- sales4×2.61%
- partners3×1.96%
- teams3×1.96%
- account2×1.31%
- automate2×1.31%
