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Agenda - The DocuSign Process - Delivering Business Results - DocuSign Company - DocuSign for Salesforce - Current document completion process - Different ways to integrate DocuSign with Salesforce.com - First Mode - Connect - Second Mode - Embed - DocuSign API Function Groups - API Functions - API Architecture Breakdown - A Sample Existing Application - Print Contracts - Connecting to DocuSign API - Replacing the Print Button with DocuSign - Complete Path to Success - Sales Channel and Promotion - Q&A
3 2 1 Fast. Simple.Complete. The Leader.
Delivering Business Results Enterprise Class e-Signature Platform Document Mgt Document Processing Collaboration Workflow Business Value Accelerate Business   Drive Efficiency   Gain Insight &Visibility “DocuSign makes us heroes to our Customers” Perry Bakke Manager, International Contracts | Cisco Communications, Inc
DocuSign Today ,[object Object]
Over 8M active signers
40,000+ customers
Enterprise multi-tenant architecture
Award Winning Technology,[object Object]
Current document Completion Process Cloud: ,[object Object]
 Centralized control
 Excellent visibilityHow do you get these steps done? ? Ground: ,[object Object]
 No visibility
 No control,[object Object]
Different ways to integrate DocuSign with Salesforce.com
First Mode - Connect Send to DocuSign with 1 Click Automatically get status and data back.
Second Mode - Embed
DocuSign API Function Groups Sending Signing Post Processing Status Retrieval and Managing Administrative
API Functions Sending: CreateAndSendEnvelope and CreateEnvelope | CreateEnvelopeFromTemplates | SendEnvelope | RequestSenderToken Signing: RequestRecipientToken Post Processing Functions: RequestDocumentPDFs | RequestDocumentPDFsEx | DocumentPDF | RequestPDF | EnvelopePDF |TransferEnvelope | ExportAuthoritativeCopy Status and Managing: CorrectAndResendEnvelope | EnvelopeAuditEvents | GetStatusInDocuSignConnectFormat | RequestCorrectToken | RequestStatus and RequestStatusEx | RequestStatuses and RequestStatusesEx | Ping | PurgeDocuments | SynchEnvelope | VoidEnvelope Administrative: GetRecipientEsignList | GetRecipientList | RemoveAddressBookItems | RequestTemplate | RequestTemplates | SaveTemplate | UpdateAddressBookItems | UploadTemplate | Embedded Callback Event Codes
API architecture breakdown All the API and UI goes to the same business objects.  All the data is normalized by DocuSign Core You can start the transaction with one API and then use another API
An Existing Application – Print Contracts

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The DocuSign Process and Integrations

  • 1.
  • 2. Agenda - The DocuSign Process - Delivering Business Results - DocuSign Company - DocuSign for Salesforce - Current document completion process - Different ways to integrate DocuSign with Salesforce.com - First Mode - Connect - Second Mode - Embed - DocuSign API Function Groups - API Functions - API Architecture Breakdown - A Sample Existing Application - Print Contracts - Connecting to DocuSign API - Replacing the Print Button with DocuSign - Complete Path to Success - Sales Channel and Promotion - Q&A
  • 3. 3 2 1 Fast. Simple.Complete. The Leader.
  • 4. Delivering Business Results Enterprise Class e-Signature Platform Document Mgt Document Processing Collaboration Workflow Business Value Accelerate Business Drive Efficiency Gain Insight &Visibility “DocuSign makes us heroes to our Customers” Perry Bakke Manager, International Contracts | Cisco Communications, Inc
  • 5.
  • 6. Over 8M active signers
  • 9.
  • 10.
  • 12.
  • 14.
  • 15. Different ways to integrate DocuSign with Salesforce.com
  • 16. First Mode - Connect Send to DocuSign with 1 Click Automatically get status and data back.
  • 17. Second Mode - Embed
  • 18. DocuSign API Function Groups Sending Signing Post Processing Status Retrieval and Managing Administrative
  • 19. API Functions Sending: CreateAndSendEnvelope and CreateEnvelope | CreateEnvelopeFromTemplates | SendEnvelope | RequestSenderToken Signing: RequestRecipientToken Post Processing Functions: RequestDocumentPDFs | RequestDocumentPDFsEx | DocumentPDF | RequestPDF | EnvelopePDF |TransferEnvelope | ExportAuthoritativeCopy Status and Managing: CorrectAndResendEnvelope | EnvelopeAuditEvents | GetStatusInDocuSignConnectFormat | RequestCorrectToken | RequestStatus and RequestStatusEx | RequestStatuses and RequestStatusesEx | Ping | PurgeDocuments | SynchEnvelope | VoidEnvelope Administrative: GetRecipientEsignList | GetRecipientList | RemoveAddressBookItems | RequestTemplate | RequestTemplates | SaveTemplate | UpdateAddressBookItems | UploadTemplate | Embedded Callback Event Codes
  • 20. API architecture breakdown All the API and UI goes to the same business objects. All the data is normalized by DocuSign Core You can start the transaction with one API and then use another API
  • 21. An Existing Application – Print Contracts
  • 23. Replacing the Print Button with DocuSign
  • 24. Complete Path to Success Free Sandbox Account SDK Sample Code Certification process & Testing support Forums Webinars Professional Services Over 350 Integrations Design, Architecture and Implementation www.docusign.com/devcenter
  • 25.
  • 26. Audience of 40,000 DocuSign Paid accounts and > 8 million signers
  • 28. Partner DocuSign Account Mgr/Sales training
  • 30. Finder’s fee…15% of first year subscription for all referrals www.docusign.com/marketplace
  • 31. Questions? Force.comZone (Tomorrow) Cloudstock Kiosk #2 (next to your Java fix) Questions about our API Meet DocuSign Technical Evangelists: Mike Borozdin Julia Ferraioli Craig Smith Veronica Lentfer Get Started at www.docusign.com/devcenter Demo Pod #24 Product Demos Sandbox Signups T-Shirts Integrating DocuSign eSignatures into your Force.com Apps without writing any code 1:15pm API Basics to DocuSign-enable your App in 45 minutes 11:30am Lessons Learned building the first Cloud-based e-Signature Company 2:30pm