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Automate contracts without ever leaving Salesforce

DocuSign + Salesforce

Do business faster, with less cost and risk

Many organizations have modernized their customer relationship management (CRM) with Salesforce. Yet most still prepare, sign, act on, and manage customer agreements via manual, disconnected processes. By automating and connecting your agreement processes, DocuSign can accelerate turnaround times, reduce costs, and elevate your customer experience.

With more than 3,000 5-star reviews on Salesforce AppExchange, our Salesforce integrations have been a top choice of leading organizations for more than 10 years.

Scalable, purpose-built integrations for Salesforce clouds

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Save Time

Cut agreement turnaround time to hours or minutes.
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Reduce risk

Eliminate tedious, manual tasks that may result in errors and increased risk.
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Increase productivity

Automate workflows to help employees work more efficiently without leaving Salesforce.

DocuSign Agreement Cloud for Salesforce

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DocuSign eSignature for Salesforce

Send agreements for signature, capture information, track, and store without leaving Salesforce.

  • Request a signature with one click within any object
  • Allow customers to sign electronically, wherever they are, with a few clicks
  • Automatically push and pull data between Salesforce and DocuSign, trigger actions, and add signed agreements to a record
  • Use with Sales Cloud, Service Cloud, and Community Cloud

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DocuSign eSignature for Salesforce CPQ

Generate quotes and proposals with Salesforce data and quickly send them for signature. This extension has all the same features as DocuSign eSignature for Salesforce, plus the ability to send quotes for signature from any CPQ quote document.*

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DocuSign CLM for Salesforce

Accelerate the contract lifecycle with automated document generation, collaboration, workflow, and a central agreement repository—all designed to work seamlessly with both Salesforce and DocuSign eSignature for Salesforce.

In naming DocuSign CLM a Leader in its 2020 Magic Quadrant for Contract Lifecycle Management, Gartner listed CRM integration as a “strength” and highlighted a “high level of integration with Salesforce.”

Check out the report and learn why DocuSign was recognized as a leader.

Screenshot of DocuSign Gen for Salesforce.

DocuSign Gen for Salesforce

Create configurable agreements from within Salesforce.

  • Quickly produce polished agreements that appear to be made from scratch
  • Create agreements that can be reviewed and edited in Word or PDF format
  • Automatically include or exclude content based on business rules or Salesforce data**

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DocuSign eSignature for Salesforce Essentials

Kick off the eSignature workflow and keep track of document status for any opportunity within Salesforce Essentials, Salesforce’s product specially optimized for small businesses.***

Screenshot of DocuSign’s Apex Toolkit.

DocuSign for Salesforce Apex Toolkit

Quickly and easily develop custom solutions that integrate DocuSign eSignature into your Salesforce applications.

Use cases

Sales contracts (MSAs, SOWs, NDAs, quotes, invoices)

Services approvals

Human resources (compensation plans, offer letters, tax forms)

Financial services and insurance (new account openings, account servicing)

Public sector (case management, public records requests)

Healthcare/Life Sciences (copay assistance, patient consent)

Ready to get started with the
DocuSign Agreement Cloud for Salesforce?

Contact Sales