Docusign eSignature for Salesforce vs Magentrix Customer Portals

• 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.

Deliver content and share information with your customers with a CRM-connected, Magentrix customer success web portal. Customize the look and feel with your own brand. Social features allow users to collaborate on files and documents. Remove barriers to your clients by automating various interactions with your business. KEY FEATURES: - Customer Self-Service (e.g. dynamic online group forums) - Learning Management System (LMS) - Rewards & Redemption: Gamify tasks, supported by TangoCard - Content Management: information on demand - Cases & Case Deflection: customer-facing help desk - Ideation: Customers share, review, and collaborate on new ideas - Document Management - Upcoming Events - Analytics - Marketplace: Give access to products and services built around your brand - Storefronts INTEGRATIONS: Check out our Integrations page on our website https://www.magentrix.com/integrations?ref=sfappxcp FOR: Medium, Large and Enterprise companies across all industries. More info: https://www.magentrix.com/customerportals?ref=sfappx