Client achieves Digital Transformation and enables complete Process Automation through Salesforce integration with DocuSign

 

About the Client

The client is a leading sports committee in the US that manages Olympic and Paralympic activities.

 

Solution

  • Integrated DocuSign and automated Athletes’ e-signature process.
  • Customized objects, page layouts and created online forms.
  • Click Deploy implementation to keep environments in sync.
  • Auto storage of DocuSign envelopes using SharePoint file storage.

Benefits

  • Uninterrupted workflow that led to improved user adoption and productivity.
  • Hassle-free and automated e-signature process
  • Automated project payments, access to deeper insights, and quick conflict resolutions.

Salesforce: Docusign Intregration

Technologies: e-signature, SharePoint file storage, Process automation