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%
Epicor CPQ, Advanced & Visual Configurator
Epicor CPQ is a standalone configure, price, quote solution designed for complex products. It integrates with Salesforce Sales Cloud and other CRM and ERP systems, enabling organizations to streamline quoting without disrupting their existing technology environment. Built for manufacturers and distributors, Epicor CPQ simplifies complex configuration, pricing, and quoting processes that often rely on manual work, spreadsheets, or engineering support. Sales teams, partners, and customers can configure products through guided workflows, ensuring every quote is accurate, complete, and aligned with business rules. For products that benefit from visualization, Epicor CPQ also offers optional 2D and 3D experiences to enhance the buying process and improve customer engagement. Beyond quoting, Epicor CPQ connects sales and engineering by automating downstream processes such as proposal generation, sales drawings, CAD files, and bills of materials, supporting efficient engineer-to-order (ETO) workflows. The result is faster quote turnaround, improved accuracy, and a more scalable approach to selling complex, configurable products.
Top keywords
- cpq4×2.61%
- epicor4×2.61%
- epicor cpq4×2.61%
- products4×2.61%
- sales4×2.61%
- complex3×1.96%
- quote3×1.96%
- quoting3×1.96%
