Salesforce and DocuSign come together to automate the contract process with AI-based solutions

Salesforce and DocuSign come together to automate the contract process with AI-based solutions

The global CRM leader, Salesforce announced its global strategic partnership with DocuSign recently to offer combined solutions for enabling contract collaboration through Slack driving digital-first customer experiences.

The innovations coming out of this partnership aim to automate the contract procedure with AI-based solutions facilitating customers with an easy process of preparing, signing, and managing contracts driving faster ROI. The applications will be structured and developed jointly and will be built on the Salesforce Customer 360 platform.

While talking about the tie-up, Ryan Aytay, the Chief Business Officer at Salesforce was quoted as saying, “Our partnership with DocuSign allows customers to succeed in the all-digital, work-from-anywhere world. Together, we’re enabling our customers to streamline business contract workflows, reduce costs, and increase productivity in the new digital HQ.” Let us know more about this collaboration here.

New Innovations of the collaboration

Salesforce acquired Slack to enable businesses to create digital HQ for maximizing productivity and collaboration from anywhere in the all-digital world.

The recent partnership of DocuSign with Salesforce will further make it easier for businesses to create invoices, quotes, contracts and manage the Contract Cycle Management across, Salesforce, DocuSign, and Slack platforms efficiently. The three aspects of the agreement are

Integration of DocuSign with Salesforce and Slack platform

This collaboration expedites the broader collaboration process for customers directly from within Slack. Staying right on their digital HQ, teams can now review, monitor, or edit agreements after being notified of agreement progress by the new workflows built.

DocuSign Gen for Salesforce Billing

The configurable templates in Salesforce Billing enable customers to schedule batch invoice generation and generation of invoice on-demand, ensuring on-time delivery and lower customer issues. The ability to generate branded invoices as per priority helps in increasing revenue.


DocuSign Gen for Salesforce CPQ Plus

This collaboration helps customers create customized professional agreements simply by using a few clicks. As the entire process is executed from the Salesforce platform. It saves time, removes the error, and accelerates revenue generation.

Also, Scott Olrich, COO, DocuSign said, “Salesforce has been an essential partner for more than a decade, as our joint customers have been transforming their business digitally. As we deepen our partnership, we’re excited to offer customers new ways to solve emerging challenges from anywhere by bringing their agreement processes and agreement intelligence into the Customer 360.”

Application availability

DocuSign for e-signature, DocuSign Gen for Salesforce Billing, and DocuSign Gen for Salesforce CPQ Plus are generally available now. However, DocuSign CLM for Slack will be available from 2022.

Final thoughts

Hence, Salesforce teaming up with DocuSign will help businesses fasten up their agreement generation, enabling them to deliver on time and drive more customer revenue. If you are considering deploying Salesforce’s new innovations into your business, talk to our esteemed Salesforce Specialists at Outsource Salesforce today and drive growth with the best Salesforce consultants in town.