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Close Sales Faster with DocuSign and Dynamo Integration in Salesforce

Whether it contracts to open new accounts for banking, closing a field service offer for manufacturers or quoting for professional services, the speed of getting documents approved is crucial. The old way of printing, signing and scanning a document is not only slow but also lacks transparency in the process.

Our new Documill Dynamo e-signature module for DocuSign provides a handy solution for business across industries where the speed of closing is paramount. The integration has been designed with advanced users in mind, giving them an easier and faster way to get their documents signed. Here’s how:

Add a DocuSign tag directly into the template

One of the beauties of a document automation app is that you use tags on a template which then pull the corresponding data from Salesforce. This ensures up-to-date data on your documents and makes it significantly faster to put together quotes, presentations, reports, etc.

With the module, you can add a DocuSign tag directly in the template so that a DocuSign signature box will automatically appear on the document generated by Dynamo. Users need to take fewer steps when approving the document with this DocuSign placeholder, while:

  1. Ensure that the document is compliant (or ensure where in the document the signature needs to go)
  2. Automate the approval or signing process by using the business rules to trigger when and to whom the document should be sent out to or signed by, or assign the signing order.

The module allows sending out legally binding documents once they are signed, and tracking the status of these documents in DocuSign.

Offer better experience

The way your customers feel about you is largely dictated by the experience they have with your organisation from personal interactions to anything as granular as the way your documents are structured. The ability to now have the DocuSign signature area directly in the document adds to that experience and gives your customers a streamlined way to approve documents at ease.

With the module, you can become even more productive with Documill Dynamo in Salesforce and streamline your process of closing sales. You can get started by watching how we implement it or by booking a demo with Documill Dynamo.

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By | February 15th, 2017|
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