With DocuSign for Salesforce, there is no need to send documents to customers that require them to print, sign, scan and then send back to you. With the click of a button, you can send documents via Salesforce for e-signatures, even requiring information and file attachments from the signer. If you have many different types of agreements for use in different situations, we can build a system to automatically choose which documents to send, making the process faster and mistake-free for your teams.

  • Decrease the time it takes for recipients to sign by more than 50%
  • Prefill and allow customers to update information for an optimal customer experience
  • Allow recipients to sign anywhere, anytime, on any device
  • Store signed documents in Salesforce for ease of viewing

Blu Ninjas is a DocuSign Registered Partner with experience in doing DocuSign integration for insurance carriers, insurance agencies and law firms. This is one of our favorite projects to implement, because of the immediate return on investment our customers see. Let us show you the power of integrating DocuSign with your Salesforce instance and how your teams will be able to complete contract packages faster, without comprising quality.

DocuSign Services Offered:

  • Agreement and contract template configuration
  • Integration with Salesforce using DocuSign Connect
  • Auto-send DocuSign contracts using the API – no user intervention
  • Update existing information in Salesforce from completed documents
  • Setup document management process and reporting in Salesforce