Docusign eSignature for Salesforce vs QLE+ RCA, CPQ Visual Intelligence, Google/Excel Sync, Zero Copy ERP, AI Insights

• 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.

1. Visual intelligence that guides users to the right action - Conditional Formatting, Instant filtering, User Based Column Management, Multi level grouping and subtotaling 2. Zero Copy real time ERP or backend data visibility at the point of decision. Surface data easily from NetSuite, SAP, MS Dynamics or any backend / Fulfillment system without need for complex middleware 3. Agentforce Insights at the Point of Work leveraging data from both; Salesforce and your Backend Systems without ingestion in to Data Cloud 4. Turbocharged Salesforce with embedded Excel and Google Sheets with bi-directional sync. Now you have both, Excel and Google integrated visually and contextually to your quoting process 5. Scalable quote management with multi user collaboration. No quote line limits Highlights Data remains within Salesforce: Not taking any data outside of Salesforce User remains within Salesforce: Not taking the User outside of Salesforce Complement, not replace Adding capability, not replacing or recreating existing core RLM & CPQ capability No Change to existing implementation There is no change needed as this is literally plug and play.