San Francisco – October 27, 2021 – Salesforce (NYSE: CRM) and DocuSign (NASDAQ:DOCU) today announced an expansion of their global strategic partnership to build new joint solutions that make it easier for customers to accelerate how agreements are facilitated around the world. New innovations will automate the contract process with AI-based, smart solutions that improve the customer experience of preparing, signing, and managing agreements, drive faster ROI, and increase collaboration amongst organizations with Slack functionality.

New innovations

Companies must maximize productivity and collaboration in an all-digital, work-from-anywhere world. Salesforce and Slack enable organizations to build their digital HQ by improving employee collaboration both internally and externally with customers and partners – no matter where, when, or how they work. 

Salesforce’s expanded partnership with DocuSign will offer new ways to make it easier to prepare contracts, quotes, and invoices, track and enforce contract terms, and manage the entire contract lifecycle management (CLM) process efficiently across DocuSign, Salesforce, and Slack platforms. New applications will be jointly designed and developed natively in Salesforce Customer 360:

• Agreement collaboration with DocuSign and Slack platforms: This integration aims to accelerate the broader agreement collaboration process for customers, right from within Slack. New workflows will notify teams on agreement progress and action items, enabling them to work quickly to review, edit, monitor and execute agreements, without ever leaving their digital HQ. DocuSign for eSignature in Slack is available now; DocuSign CLM for Slack will be available in 2022.
• DocuSign Gen for Salesforce Billing: Customers can close, bill, and recognize revenue faster through branded invoices, directly inside Salesforce Billing, with configurable templates. Customers can also schedule batch invoice generation and delivery or generate an invoice, on-demand, driving more on-time payments and fewer customer service issues. DocuSign Gen for Salesforce Billing is available now.
• DocuSign Gen for Salesforce CPQ Plus: Customers can automatically generate professional, customizable agreements from Salesforce with just a few clicks. The entire process can be configured and controlled from Salesforce, saving customers time, eliminating errors, and speeding up the path to revenue. DocuSign Gen for Salesforce CPQ Plus is available now.
• DocuSign CLM for Salesforce Field Service: Customers will be able to automate Obligation Management by tracking, enforcing, and updating key contract terms across departments. Obligations and terms from contracts executed via DocuSign CLM, such as warranties and service level agreements (SLAs), can be mapped into Service Cloud contract objects. This will enable smarter and more automated service experiences, and efficient service contract execution. DocuSign CLM for Salesforce Field Service will be available in 2022.

Executive quotes:

“Our partnership with DocuSign allows customers to succeed in the all-digital, work-from-anywhere world,” said Ryan Aytay, Chief Business Officer, Salesforce. “Together, we’re enabling our customers to streamline business contract workflows, reduce costs, and increase productivity in the new digital HQ.”

“Salesforce has been an essential partner for more than a decade, as our joint customers have been transforming their business digitally. As we deepen our partnership, we’re excited to offer customers new ways to solve emerging challenges from anywhere by bringing their agreement processes and agreement intelligence into the Customer 360,” said Scott Olrich, COO, DocuSign.

For more detail on the partnership, please visit https://www.docusign.com/solutions/salesforce.

About DocuSign

DocuSign helps organizations connect and automate how they prepare, sign, act on, and manage agreements. As part of the DocuSign Agreement Cloud, DocuSign offers eSignature, the world’s #1 way to sign electronically on practically any device, from almost anywhere, at any time. Today, over a million customers and more than a billion users in over 180 countries use the DocuSign Agreement Cloud to accelerate the process of doing business and to simplify people’s lives.

Any unreleased services or features referenced in this or other press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase Salesforce applications should make their purchase decisions based upon features that are currently available. Salesforce has headquarters in San Francisco, with offices in Europe and Asia, and trades on the New York Stock Exchange under the ticker symbol “CRM.” For more information please visit https://www.salesforce.com, or call 1-800-NO-SOFTWARE.

Author Information

Sherril Hanson

As a detail-oriented researcher, Sherril is expert at discovering, gathering and compiling industry and market data to create clear, actionable market and competitive intelligence. With deep experience in market analysis and segmentation she is a consummate collaborator with strong communication skills adept at supporting and forming relationships with cross-functional teams in all levels of organizations.

She brings more than 20 years of experience in technology research and marketing; prior to her current role, she was a Research Analyst at Omdia, authoring market and ecosystem reports on Artificial Intelligence, Robotics, and User Interface technologies. Sherril was previously Manager of Market Research at Intrado Life and Safety, providing competitive analysis and intelligence, business development support, and analyst relations.

Sherril holds a Master of Business Administration in Marketing from University of Colorado, Boulder and a Bachelor of Arts in Psychology from Rutgers University.