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Experience faster deals and improved accuracy with unified data through DocuSign and Salesforce integration.
Unite DocuSign and Salesforce analytics in Improvado with minimal effort.
Improvado normalizes raw data and channels it in your visualization platform
Get fresh and highly granular insights on your marketing efforts from custom dashboards
DocuSign is a leading electronic signature and digital transaction management platform that enables organizations to automate agreements with legally binding e-signatures. Its features include advanced authentication options, comprehensive audit trails, and seamless integration with systems like Salesforce and Microsoft 365. In industries where enterprises average 120+ martech tools, DocuSign streamlines contract workflows by consolidating document management and signature processes into a centralized digital environment.
Beyond basic e-signatures, DocuSign offers tools for workflow automation and real-time status tracking, reducing manual intervention and errors. Integrating DocuSign with Improvado enhances marketing data aggregation, providing 5× faster time-to-insight by combining transaction data with marketing analytics. This integration empowers companies to accelerate decision-making and optimize campaign performance based on contract lifecycle data.
Salesforce is a cloud-based customer relationship management (CRM) platform designed to help organizations streamline sales, marketing, and customer service. By centralizing customer data, it improves communication and accelerates decision-making, leading to higher productivity and better client retention.
Businesses using Salesforce see increased efficiency through automation and real-time analytics. Integrating with Improvado further enhances operations by reducing weekly reconciliation from 8 hours to 30 minutes, allowing teams to focus on growth and strategy rather than manual data tasks.
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The DocuSign + Salesforce dashboard centralizes document management, providing real-time visibility into contract statuses. It cuts audit prep time by 60%, helping teams stay compliant effortlessly. Users can track signature progress directly within Salesforce, reducing manual follow-ups. The dashboard also offers detailed analytics on document workflows, enabling data-driven decisions and improving overall efficiency.
DocuSign integrates with Salesforce through a managed package that embeds electronic signature functionality directly into Salesforce objects like Opportunities and Contracts, streamlining document workflows within your CRM.
The integration accelerates deal cycles by enabling users to send, sign, and manage contracts without leaving Salesforce, reducing manual errors and improving visibility into agreement statuses.
Setup involves installing the DocuSign managed package from the AppExchange, configuring permission sets, linking your DocuSign account, and customizing templates to match your Salesforce workflows.
Data sync is automatic, with DocuSign envelope statuses, signer information, and signed documents updating in Salesforce in real-time, ensuring your CRM reflects the latest contract activity.
Yes, Improvado can aggregate DocuSign and Salesforce data into unified dashboards, enabling deeper insights into contract workflows and sales performance without manual data blending.
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