Quick Overview
DocuSign for Salesforce CPQ was a managed package that allowed users to integrate eSignature functionality directly within Salesforce CPQ. However, it’s important to note that this specific product was retired by Salesforce.
Salesforce recommends migrating to one of the following alternatives:
- DocuSign eSignature for Salesforce: This is the updated version of DocuSign eSignature specifically designed for Salesforce. It offers eSignature functionality but not the document generation features of the retired DocuSign for Salesforce CPQ.
- DocuSign Gen for Salesforce: This is a separate product that provides document generation functionalities for creating custom quote templates within Salesforce CPQ.
If you were previously using DocuSign for Salesforce CPQ, you’ll need to migrate to one of these alternative solutions depending on your specific needs:
- If you were using eSignature functionalities for signing quotes, migrate to DocuSign eSignature for Salesforce.
- In case you were using DocuSign Gen for generating quote documents, you can likely continue using DocuSign Gen with the new eSignature for Salesforce.
Now, let’s dive deeper into these two updated versions.
DocuSign eSignature for Salesforce
Streamline your agreement process and accelerate your sales cycle with the power of DocuSign eSignature directly within Salesforce.
The Most Downloaded eSignature App on the AppExchange:
- Send, sign, track, and manage agreements all within the familiar Salesforce interface.
- Get started quickly with a free 30-day trial and experience the efficiency of DocuSign.
Effortless Agreement Management:
- Create and send standardized agreements for signature directly from Opportunities or Accounts.
- Trigger automated actions and track the signing status in real-time.
- Signed agreements are automatically stored on the relevant Salesforce record using our seamless Lightning Ready integration, ensuring everything stays organized within Customer 360.
Delight Your Customers with a Frictionless Signing Experience:
- DocuSign offers an intuitive signing experience that works on any device, from desktops to tablets and smartphones. Signers can review and sign agreements anytime, anywhere, for a faster and more convenient experience.
Trusted by Leaders:
- DocuSign is the world’s #1 eSignature solution, trusted by over 700,000 companies and hundreds of millions of users worldwide. Even Salesforce itself uses DocuSign across various departments!
Maximize Your Salesforce Investment:
- DocuSign eSignature integrates seamlessly with Salesforce, allowing you to leverage your existing CRM investment for a more efficient agreement process.
Key Features
- Effortless Sending: Send agreements directly to Salesforce contacts or specify email addresses. Customize your message, include reminders, and set authentication options for secure signing.
- Personalized Agreements: Create agreements using DocuSign templates that automatically populate data from the relevant Salesforce record with merged fields.
- Mobile-Friendly Signing: Mobile signers can enjoy a responsive and optimized experience with documents automatically adjusting to their device’s size and orientation.
- Automatic Data Updates: Signed documents and signer information are automatically synced back to Salesforce, keeping your records up to date.
- Clicks, Not Code: Deploy DocuSign eSignature quickly with a user-friendly interface that requires no complex coding. Works seamlessly across Sales, Service, Financial Services, Experience Cloud, and Government Cloud environments.
- Unmatched Security and Compliance: DocuSign meets the highest standards of security and compliance – including ISO 27001, HIPAA, 21 CFR Part 11, Sarbanes-Oxley, and FedRAMP. All data is stored in SOC-audited data centers with full encryption for complete peace of mind.
Close deals faster, improve customer satisfaction and achieve operational excellence with DocuSign eSignature for Salesforce.
Priced at $30 /user/month. For more information explore AppExchange.
Connect with our Integration Consultant to seamlessly connect Salesforce and DocuSign eSignature.
DocuSign Gen for Salesforce
Stop wasting time manually creating agreements and focus on closing deals faster. DocuSign Gen for Salesforce automates document generation, allowing you to create professional, customized sales documents with just a few clicks – all within Salesforce.
If you love the ease of DocuSign eSignature for Salesforce, you’ll adore DocuSign Gen. It extends the DocuSign experience to streamline document creation, saving you time and ensuring accuracy.
Here’s how DocuSign Gen for Salesforce can transform your agreement process:
- Effortless Document Generation: Generate customized agreements directly from opportunity data within Salesforce, in either Lightning or Classic. No need to switch between applications!
- Seamless Integration: DocuSign Gen integrates seamlessly with Salesforce CPQ, Billing, and Subscription Management, ensuring all your data is readily available for document creation.
- Say Goodbye to Manual Data Entry: Eliminate errors by automatically merging customer, product, and pricing data directly from Salesforce fields into your agreements.
- Flexibility for Everyone: Generated documents are editable in various formats (PDF, Word, DocuSign agreements) for easy review and adjustments by reps, legal teams, and customers.
- Admin Made Easy: Create drag-and-drop templates with conditional content. This allows for fewer templates to manage, reducing your administrative burden.
- Smart Content Management: Leverage DocuSign Gen’s “conditional content” feature automatically includes or excludes sections based on factors like geography or deal size, ensuring your agreements are always tailored perfectly.
- Quick Setup, Easy Use: DocuSign Gen offers guided setup and template creation, making it user-friendly for everyone on your team.
- Modern Experience, Anywhere Access: Enjoy a modern, mobile-friendly user experience powered by Lightning. Plus, it’s compatible with Salesforce Classic for a smooth transition.
- Streamlined Workflow: DocuSign Gen integrates seamlessly with DocuSign eSignature, allowing you to automate the entire agreement process from generation to signing. (Note: DocuSign for Salesforce connector required)
Ready to save time, eliminate errors, and close deals faster? Get started with DocuSign Gen for Salesforce today!
Priced at $20 /user/month. For more information explore AppExchange.
Connect with our Integration Consultant to seamlessly connect Salesforce and DocuSign Gen.
Don’t forget to check out: How Top Sales Reps Use Salesforce CPQ to Their Advantage
Conclusion
DocuSign eSignature for Salesforce and DocuSign Gen for Salesforce offer a powerful one-two punch to transform your agreement process. With eSignature, you can effortlessly send, sign, track, and store agreements directly within Salesforce, while Gen automates document generation, eliminating errors and saving you valuable time.
These solutions not only streamline your workflows but also provide superior customer experience with intuitive signing experiences.
Furthermore, both integrate seamlessly with Salesforce CPQ (Configure, Price, Quote), ensuring your team has access to the latest product and pricing data for accurate agreement generation.
Want to take your CPQ game to the next level? Opt for our Salesforce CPQ consulting services today!
