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 We’re excited to introduce you to Docusign University instructor Erik Engelstad. Over the weeks and months to come, you’ll see Erik posting helpful tips & tricks that help you get the most out of Docusign.Erik Engelstad is a Norwegian Technical Product Trainer who has worked for Docusign since March 2021. After having spent most of his life in Belgium where he received his education in French, he moved to Dublin, Ireland in 2005.Erik has advanced knowledge of the Docusign eSignature and Contract Lifecycle Management (CLM) products and delivers courses in either English or French but always with passion!Outside of work, Erik loves spending time with his two kids, sea swimming year round, scuba diving, table tennis and bullet chess.  

 We’re excited to introduce you to Docusign University instructor Glen Steinhardt. Over the weeks and months to come, you’ll see Glen posting helpful tips & tricks that help you get the most out of Docusign.Glen Steinhardt is a Technical Product Trainer residing in Raleigh, North Carolina. He brings to Docusign extensive technical knowledge and training experience gained throughout his career in the Webhosting, Supply Chain, and eProcurement industries.Glen enjoys empowering his students with product expertise on eSignature and CLM. He is proud to share his Agreement Cloud knowledge as a Product Specialist in these areas and is equally as excited to show his learners how they too can become a Docusign Product Specialist through the earning of Docusign Specialist Accreditation badges. Outside of work, Glen is an avid tennis fan and player. You will find that his training often incorporates tennis lingo and players in his product demonstrations. Glen has a lifelong goal to attend all

 We’re excited to introduce you to Docusign University instructor Markus Duesterhoeft. Over the weeks and months to come, you’ll see Markus posting helpful tips & tricks that help you get the most out of Docusign.Markus Duesterhoeft is a Sr. Technical Product Trainer based in Dublin, Ireland. Since joining Docusign in September 2022, he has been dedicated to empowering individuals through specialized virtual training in eSignature, Contract Lifecycle Management (CLM), API, automation, and other innovative technologies within the Agreement Cloud.He is proud to hold certifications in various Docusign and Salesforce specializations, enhancing his expertise to guide you towards becoming a Docusign Product Specialist.Fluent in both German and English, he takes pride in fostering a strong trainer-student relationship, providing personalized learning experiences. Beyond the virtual training room, he loves exploring the world with his wife, making a positive impact in the community, and em

 We’re excited to introduce you to Docusign University instructor Vinícius Tadeu Rodrigues. Over the weeks and months to come, you’ll see Vinícius posting helpful tips & tricks that help you get the most out of Docusign.Vinícius is a Sr. Technical Product Trainer at Docusign University. He works at the Docusign subsidiary in São Paulo/Brazil, the same city in which he was born and grew up. He speaks in Portuguese (native), Spanish, and English.He has been working at Docusign since April 2018, beginning his journey leading the Technical Support team. He later became a product instructor in 2022.He has internal certifications for eSignature and CLM products and can work with different types of integrations (such as Salesforce, REST API, Webhooks, Google, Slack, and Microsoft).Vinícius considers himself an (almost) amateur sportsman. He loves to practice sports, mainly those that involve some type of ball, such as soccer, tennis/beach tennis, volleyball, and billiards, as well as boxi

 We’re excited to introduce you to Docusign University instructor Chessie Aleman. Over the weeks and months to come, you’ll see Chessie posting helpful tips & tricks that help you get the most out of Docusign.Chessie Aleman is a Technical Product Trainer on the Docusign University team. She is based out of Philadelphia, Pennsylvania. Chessie has been with Docusign since November 2020.Chessie has been in Learning and Development within the SaaS space since 2016. Chessie delivers training sessions on both the eSignature and Contract Lifecycle Management products.Outside of the workplace, Chessie is an animal lover. She enjoys spending time outside and at the beach with her dog, family, and friends. 

 We’re excited to introduce you to Docusign University instructor Stephen Whitaker. Over the weeks and months to come, you’ll see Stephen posting helpful tips & tricks that help you get the most out of Docusign.Stephen Whitaker is a Technical Product Trainer “from West Philadelphia born and raised, on the playground is where he spent most of his days!!!” (Does anybody get that?), but currently residing in Bear, Delaware. He has worked for Docusign since 2022.He brings 20+ years of technical training experience from multiple industries such as Pharmaceutical, Health Care, Taxing, and Automobile.Upon joining Docusign University in 2022, Stephen has gained a wide array of knowledge on all things eSignature including Templates, Web Forms, and PowerForms as well as a wide array in Contract Lifecycle Management (CLM) and Building Work Flows.Outside of work, Stephen enjoys spending time with his children. He is also an avid traveler, whether it is a quick weekend to the Jersey and MD beac

 We’re excited to introduce you to Docusign University instructor Kelly Gatling. Over the weeks and months to come, you’ll see Kelly Gatling posting helpful tips & tricks that help you get the most out of Docusign.Kelly Gatling is a Senior Technical Product Trainer born and raised in sunny Myrtle Beach but currently residing in Washington, DC. She has worked for Docusign since 2019.At Docusign, she has previously worked as a Senior Product Consultant for Professional Services where she helped customers implement CLM & eSign solutions before joining Docusign University (DSU) in 2021.Kelly brings extensive CLM implementation experience to her classes. In addition, Kelly has a wide array of knowledge around the Docusign products and integrations of eSign, eSign + Apex, Salesforce + CLM, and Insights.Outside of work, Kelly considers comedy a full-time hobby and has taken classes at well known comedy institutions of The Second City Chicago, IO Chicago, and DC Improv. She has also re

 We’re excited to introduce you to Docusign University instructor Alexandre Augusto. Over the weeks and months to come, you’ll see Alexandre Augusto posting helpful tips & tricks that help you get the most out of Docusign.Alexandre (Alê)Augusto is a Sr. Technical Product Trainer at Docusign University. He works at the Docusign Brazil in São Paulo capital, the same city in which he was born and grew up. He speaks and deliveries lectures, webinars, workshops and deep dive trainings in Portuguese (native), Spanish, and English.He has been working at Docusign since July 2018 as a Product Consultant in the Professional Services team delivering more than 300 projects for customers in all industries resulting in deep knowledge and skills of the eSignature product. In 2021, Ale started working as a Senior Product Trainer for eSignature and CLM products. After hours, Alê loves to travel abroad looking for learning from different cultures and taste typical local food. He also  volunteers in

 In this session on Navigator, Docusign Onboarding Consultant Patty Shaw shares how you can leverage Navigator to store, manage, and analyze agreements with help from AI capabilities. For more resources:  Docusign Community group IAM Center of Excellence Docusign University self-paced course: Manage Agreements Short video: Search for Agreements  

 In this Ask the Expert session, Sofian Saoudi gave a deep dive into PowerForms + WebForms. Still have questions? Feel free to ask them below or head over to the web forms discussion forum.To attend upcoming live sessions with Sofian Saoudi, check out the Events page.  

 In this Ask the Expert session, Sofian Saoudi gave a deep dive into building mobile responsive templates. Still have questions? Feel free to ask them below or head over to the mobile discussion forum.To attend upcoming live sessions with Sofian Saoudi, check out the Events page.  

The landscape of enterprise sales has never been more challenging, with sales teams facing prolonged processes, increased competition, and shifting priorities. With economic pressures and shifting priorities, sales teams need to be more strategic and agile to close deals. In this Docusign blog, Mike Fiascone, Chief Revenue Officer at Hundred Handshakes, explores how to navigate this complex environment and connect with C-suite executives.✍️ Key Takeaways: Find the Right Champion: Identifying an internal advocate can significantly increase your chances of getting a meeting with a C-suite decision-maker. This champion can help you build credibility and navigate the organization's hierarchy. Don’t Wait to Be Ready: The fear of being underprepared can hold you back. It’s crucial to take the opportunity to connect with C-suite executives as soon as it presents itself, rather than delaying for the sake of perfection. Address Security Concerns Early: Discussing potential security issues e

Manufacturing agreements have long been trapped in outdated, paper-based processes, but the push to digitize is finally gaining momentum. In this Docusign blog, John Dougherty, head of manufacturing for the Americas at ServiceNow, explores how digitization is reshaping the way manufacturers manage their agreements.Dougherty shares insights on the pressures driving this change, from the need to streamline supplier onboarding to leveraging AI for enhanced visibility and compliance. He emphasizes that while technology plays a critical role, the real game-changer is having strong, efficient agreement processes in place.✍️ Key Takeaways: Pressure to Digitize: Post-pandemic, manufacturers are being pushed to adopt digital solutions to keep up with supplier demands and new regulations. AI’s Role in Agreement Management: AI isn't just automating routine tasks; it's helping manufacturers uncover valuable insights from their agreement data, improving compliance, and ensuring that contractual t

Agreements are often buried under layers of complexity, making it harder for everyone to truly understand what they’re signing. Docusign’s latest blog dives into the importance of creating clear and simple agreements, drawing insights from Stanford professor Bob Sutton’s work on removing unnecessary friction in organizations. Bob Sutton shares real-world examples of how simplifying agreement processes can reduce inefficiencies and frustration. He also highlights how AI tools are making agreements more understandable and accessible.✍️ Key Takeaways: Embrace Simplicity: Complex agreements often create more problems than they solve. Focus on clarity and simplicity to ensure everyone understands the terms. Leverage AI for Clarity: AI can help simplify language in agreements, helping to create documents that are easier to understand without sacrificing meaning. Subtraction Mindset: Focus on removing unnecessary elements from agreements to streamline processes and improve efficiency. B

Hi Docusign Community! We have a new customer story featuring Crossland Construction, a family-run business that has grown from a humble garage operation to one of the Top 55 Contractors in the nation. 🚧 They handle a diverse range of projects, from large Fortune 500 companies to local community initiatives and major infrastructure developments.As Crossland Construction expanded, they faced new challenges, especially when Texas, their second-largest market, introduced new lien laws requiring multiple waiver releases for different project phases.“We had to track down every Texas job and subcontractor check we sent out,” said Collin Crossland, business intelligence analyst. Managing this manually was a major drain on time and resources.By automating waiver release workflows with Docusign and Microsoft Power Automate, Crossland saved thousands and kept pace with ever-changing regulations. Here’s how their automated process works: Power BI performs biweekly scans of all payments to identi

 We’re excited to introduce you to Docusign University instructor Matt Farler. Over the weeks and months to come, you’ll see Matt posting helpful tips & tricks that help you get the most out of Docusign.Matt Farler has spent 9 years with Docusign, both within the Customer Support department and now as a Principal Product Trainer for Docusign University. He has a deep passion for empowering and enabling every customer he works with so they can transform their agreement processes and better understand the Docusign offerings and get the most out of the platform, with extensive knowledge of the eSignature and CLM products.  When not teaching, he is an avid baseball fan and film lover, and spending time exploring bars and restaurants with his wife Kiri around his native Seattle, Washington.  

The bar for great customer experiences in financial services keeps rising, and new tech-savvy entrants are disrupting traditional models. Docusign’s latest blog explores how leading financial institutions are transforming their agreement processes to stay competitive. 🌟📈✍️ Key Takeaways: Automate Where Possible: Leveraging automation tools can minimize repetitive tasks, allowing your team to focus on higher-value activities and reducing turnaround times. Ensure Seamless Integration: Integrating agreement processes with your existing systems ensures smooth workflows and better visibility, reducing the risk of errors and improving overall operational efficiency. Prioritize Security and Compliance: Implementing secure digital solutions helps meet regulatory requirements and protect sensitive information, a critical aspect in the financial services industry. Ensure Scalability: Develop scalable solutions that can be applied across various use cases without requiring extensive custo

Negotiation isn’t just about making your case—it's about truly listening. Docusign’s latest blog explores the art of negotiation and how the best negotiators prioritize listening over speaking. 🌟In this piece, we interview hostage negotiator Sue Williams. The conversation delves into why effective listening is crucial for successful negotiations and how it can lead to better outcomes for all parties involved. Discover practical tips and strategies to enhance your negotiation skills and foster more productive and collaborative discussions.✍️ Key Takeaways: The Power of Listening: Great negotiators use listening as a tool to understand the other party's needs and concerns, which can lead to more effective and mutually beneficial agreements. Building Trust: Active listening helps in building trust and rapport, making it easier to find common ground and resolve conflicts. Strategic Questions: Asking open-ended questions encourages dialogue and provides valuable insights into the other

Whether you're preparing envelopes or doing something unrelated to Docusign, share what’s on your playlist!I'll get things started: I saw Kehlani in Boston in 2018 and just saw her new NPR Tiny Desk Concert. It's playing in the background for me right now 👩‍💻 

Hey everyone 👋 Leah here. I joined Docusign a few weeks ago as a Community content manager. That means my job is to bring you content that helps you level-up in agreement management and get more out of Docusign. Please feel free to reach out if you have content ideas you’d like to share with me! I thought it’d be fun to start a casual “Weekly Win” post on Fridays. What’s a win you had this week with Docusign or in your agreement management work?Maybe used Docusign in your personal life to hit a milestone, like signing up for a bucket list trip or buying a house (!!) or maybe you streamlined a complex contract process at work, saved time with a new template, or discovered a handy feature you hadn't used before. Whatever it is, big or small, we'd love to celebrate your success!🎉And since I’m posting this on Friday afternoon, no sweat if you see this early next week and want to chime in then—this is just for fun 😊

Hey everyone! I’m coming with a discussion convo question for you all on agreement management. Last week Deloitte and Docusign hosted a conversation on agreement management. If you missed it, you can watch the recording or read about the report the session was based on. After listening to the conversation, I thought it’d be interesting to get your thoughts on a topic they discussed. Here’s my question for all of you:In the session, Deloitte talked about how poor practices in agreement management can cost organizations nearly $2 trillion (wow). The impact of disconnected workflows and inefficient processes means wasted time, missed revenue opportunities, and strained customer and partner relationships. What specific changes have you made to overcome agreement management inefficiencies? Or if you could wave a magic wand at your organization, what changes would you make to avoid agreement management pitfalls?I’m super excited to see what insights, ideas, and stories you have 😊  And by th

Are you and your team focused on reducing NIGO (Not In Good Order) rates and mitigating fraud and compliance risks? On July 18, Docusign is hosting a webinar where we'll spotlight our newest platform service, Data Verification, and demonstrate how it can be used alongside other Docusign capabilities to transform key processes for your institution, such as electronic funds transfers.Why Attend?Fraud and NIGO forms are persistent challenges in the financial services industry, leading to poor customer experiences and costly rework. With Data Verification, you can eliminate these issues by verifying signer-inputted data (such as bank account information, SSN, and address) in real-time before a customer finishes signing.In the Session, You'll Learn:An introduction to our new platform service, Data Verification Applications to Financial Services Solution Demo Q&ARegister now to learn how to reduce friction and enhance your processes with real-time Data Verification.