Document Automation Provider Integrates with DocuSign for Salesforce to Deploy Complete Contract Creation and Execution Lifecycle

DocuSign, the leading provider of on-demand electronic signature and contract execution solutions, has announced that Drawloop Technologies employs DocuSign for Salesforce to accelerate its contract signing process.

The Irvine-based on-demand document automation solutions provider integrated DocuSign for Salesforce into its Salesforce customer relationship management (CRM) platform as the final piece of a full cycle contract management system.

DocuSign for Salesforce provides the final step for a complete e-signature contract execution process, including the ability to capture valuable client data and automatically update Drawloop`s Salesforce CRM.  Drawloop salespeople pull data directly from Salesforce CRM to auto-populate a DocuSign e-signature enabled contract.

DocuSign empowers Drawloop sales people to manage routing to multiple signers and receive necessary contract information directly back into the Salesforce.com database. DocuSign enables salespeople to initiate the contract execution process sooner. Rather than waiting for the customer to supply pertinent information to initiate a contract, Drawloop salespeople use DocuSign to request this information during the actual contract signing process. The signer cannot complete the e-signing process without addressing each field on the form. Contracts are now accurately completed and returned faster.

• With DocuSign, contracts are secure encrypted PDFs. Clients cannot revise ad hoc, ensuring 100 percent compliance for all signed contracts. Plus, all DocuSign e-signed documents are legally binding.

• Real-time Visibility-DocuSign reveals the signing status of every agreement in real-time: when it was opened, when it was printed, when it was signed, the elapsed time the transaction has taken and which agreements remain to be signed, enabling Drawloop to manage its channel more effectively.

• CRM Integration-By employing DocuSign for Salesforce, Drawloop can now close it in the cloud without leaving its Salesforce CRM system, accelerating close times to hours. DocuSign automatically populates Salesforce data sets into its service, which eliminates the need to re-key data. Using the tools in Salesforce, Drawloop can create contract status reports.

• Workflow Management-DocuSign automates many workflow processes for Drawloop using intelligent business rules built into the service. For example, now salespeople can initiate the contracting process and simultaneously request customer data required to execute a contract, eliminating delays in contract engagement.