Integrate with Leading CRM Systems DocuSign features integrations with the world’s leading CRM systems, including Salesforce, Microsoft Dynamics, SugarCRM, NetSuite and more. Reps can send sales documents from within their CRM without rekeying any data. And DocuSign lets you gather not only signatures on contract paperwork but also required customer data like shipping addresses and payment information, which can then be automatically populated into your CRM and other back-end systems. Required fields ensure that you receive complete information every time. Improve Operational Efficiencies With DocuSign, an easy to use workflow engine lets you specify any signing order to streamline sales operations and eliminate manual, paper-based processes. DocuSign features integrations with leading ERP and other back-office systems, so as signatures are applied to sales documents throughout the sales cycle — from customers or internal approvers — they can automatically trigger provisioning, billing, and onboarding processes without manual intervention. And by eliminating the need for printing, mailing, and overnight shipping, you can save significantly on out of pocket costs. Sales and Sales Operations Sample Customers Use Cases With DocuSign you can automate a wide variety of processes, including: • Sales contracts/renewals • Purchase orders • End-user agreements • Leases • Financing agreements • Consent forms • Compliance processes • Event registration • Audit sign-off • Marketing sign-offs • SOW/MSAs • NDAs • Customer service portals • Contractor agreements • General contracts • Sales compensation • Licensing agreements • Expense reporting • Loaner asset tracking About DocuSign ® DocuSign is the Global Standard for Digital Transaction Management™. DocuSign accelerates transactions to increase speed to results, reduce costs, and delight customers with the easiest, fastest, most secure global network for sending, signing, tracking, and storing documents in the cloud. For U.S. inquiries: toll free 866.219.4318 | docusign.com For EMEA inquiries: phone +44 203 510 6500 | email [email protected] | docusign.co.uk Copyright © 2003-2014 DocuSign, Inc. All rights reserved. DocuSign, the DocuSign logo, “The Global Leader in Digital Transaction Management”, “Close it in the Cloud”, SecureFields, Stick-eTabs, PowerForms, “The fastest way to get a signature”, The No-Paper logo, Smart Envelopes, SmartNav, Follow Us “DocuSign It!”, “The World Works Better with DocuSign” and ForceFields are trademarks or registered trademarks of DocuSign, Inc. in the United States and or other countries. All other trademarks and registered trademarks are the property of their respective holders.