Business Challenge
The company’s team regularly sends out contracts, agreements, and service forms to customers. However, the process was manual:
- They had to generate PDF documents
- Documents were emailed to customers who printed, signed, and scanned them
- It took days or even weeks to get documents
- Sales teams had no visibility into whether customers had
- Signed documents were stored across emails, desktops, and drives, making it hard to find them later.
Business Goals
The company wanted to:
- Digitize document signing to make it fast and
- Send contracts directly from Salesforce with pre-filled customer
- Track the status of each document in real-
- Automatically store signed documents inside
- Improve customer experience and reduce the contract turnaround
The Solution: DocuSign for Salesforce
DocuSign was integrated with Salesforce to automate and simplify the agreement process.
Here’s what was implemented:
1. Send Contracts in One Click
Sales users can click a “Send with DocuSign” button directly inside a Salesforce record (like Opportunity or Quote).
2. Auto-Fill Customer Details
Customer name, email, address, and contract terms are automatically filled in the document using Salesforce data.
3. Customer Signs Electronically
The customer receives an email and can sign the document instantly from any device—no printing or scanning needed.
4. Track Document Status
The team can see in Salesforce whether a document is “Sent”, “Viewed”, or “Signed”.
5. Save Signed Documents Automatically
Once the customer signs, the final signed PDF is automatically saved in Salesforce under the related record.
How It Works(Simple Process)
| Step | What Happens |
| 1 | Sales rep creates a quote or agreement in Salesforce |
| 2 | Clicks “Send with DocuSign” |
| 3 | DocuSign opens with the form auto-filled |
| 4 | Customer signs electronically |
| 5 | Salesforce updates status + attaches signed copy |
| 6 | Sales rep gets a notification that it’s done |
Benefits
Customer Impact
- Sales Team: Saved time, closed deals faster
- Customers: Simple, hassle-free signing experience
- Legal/Operations: Centralized signed documents with better tracking
- Management: Better insights into signed agreements and pipeline closure
Security & Compliance
- DocuSign meets global standards like eIDAS, ESIGN, and UETA.
- All signed documents are legally binding.
- Documents are securely stored and accessible inside
Conclusion
DocuSign helped the company go paperless, speed up contract closures, and deliver a better experience for customers and internal teams alike. With full integration in Salesforce, the document process became smooth, visible, and efficient—saving time, reducing errors, and driving revenue.
