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 In our recent Ask the Expert live session on Docusign’s Salesforce integration, we sat down with Docusign’s Salesforce experts to tackle your biggest questions on making the Docusign-Salesforce integration work like a charmHere’s a recap of what was covered:1️⃣ Automated notifications & CCs for your reamNeed everyone in the loop on signed docs for things like scheduling or billing? You’ve got options: Docusign templates let you add CC roles, or you can set up Salesforce email triggers/flows for auto-notifications without touching Docusign again. Easy wins.2️⃣ Customizing send options in SalesforceThe panel showed off three envelope-sending styles for max flexibility: Standard send: Add recipients and fields as you go. Quick send: Minimal interact

In public sector work, the signature isn’t the end—it’s just the beginning of managing agreements effectively. Many agencies focus on creating and capturing signatures, but what happens after can make or break compliance, efficiency, and mission success. Our recent blog highlights how Intelligent Agreement Management (IAM), a new category of cloud software, helps agencies overcome common post-signature challenges. Here’s what we learned:Key Challenges in Managing Signed AgreementsAfter agreements are signed, agencies often face hurdles like tracking documents, limited visibility, and static PDFs that lock up valuable data. Compl

The National Association of REALTORS® (NAR) recently implemented major updates to its MLS Policies, which impact how agents communicate compensation expectations and require written buyer agreements. Effective August 17, 2024, these new rules promote transparency in real estate transactions. Docusign has proactively updated its tools to help agents comply with these changes seamlessly.Key updates in Docusign’s eSignature for real estate: Simplified purchase agreements: With Docusign eSignature for Real Estate, agents can access updated, pre-tagged forms aligned with the new NAR rules, including relevant addendums an

If you use Microsoft 365, you can now leverage Copilot to easily find information about Docusign agreements directly within your favorite Microsoft apps, like Outlook, Teams, Word, and Excel. With this integration, employees across departments—from HR to sales—can get instant answers about agreements without switching between multiple tools.Key benefits of the Docusign and Copilot integration: Streamlined workflow: Avoid the hassle of toggling between apps by asking Copilot questions about Docusign agreements in plain language, directly within Microsoft 365 tools. Instant access to agreement data:

Docusign's Agreement Template Builder for Document Generation is now available, offering a faster, more efficient way to send professional, customized agreements without needing external document editors. With this tool, you can streamline the creation and management of agreement templates directly within Docusign, making it an excellent alternative to the Docusign Template Assistant for Word.Key Benefits of the Agreement Template Builder Maximize Efficiency for Teams: Teams can now create agreements in fewer steps, without toggling between software for formatting and customization. Once a document is uploaded, senders can add custom fields directly in Docusign, reducing time and simplifying workflows. Built-In Editing and Sending

Exciting news if you use Salesforce and Docusign! The beta version of the Salesforce Extension App for Docusign Maestro is now live, bringing together Salesforce integration and Docusign’s advanced workflow automation.Here’s what this extension app can do for your team:Self-Service Agreement Workflows: Seamlessly set up automated workflows within Salesforce, handling tasks like customer onboarding or quote-to-cash processes with ease.Key Features to Know: Prefill Data from Salesforce: Automatically populate

Did you know that with Docusign IAM, you can now connect your agreements with popular enterprise applications like Salesforce, Stripe, Quik!, ServiceNow, and HubSpot? These out-of-the-box integrations make it easier than ever to create, manage, and optimize agreement workflows without custom development.Here’s how Docusign IAM and Maestro can transform your agreement processes:Streamlined Integration with Your Existing Tools:With just a few clicks in the Docusign App Center, you can connect your most-used apps directly to your agreement workflows. No coding is needed—Docusign Maestro makes setup seamless, allowing yo

Have you ever needed an envelope recipient to approve or decline a document without the need to have their signature or initial visible on the document itself ? In that case, the Approve and Decline fields are just what you want !  If the recipient clicks the Approve field, that person is considered to have signed the document and whilst no information appears on the document itself, it is recorded as a signature in the envelope’s history. Similarly, the Decline field allows the recipient to decline signing.Take a look at this Trainer Tip video in which Product Trainer Erik Engelstad shows you how these fields can be used.  Key Take-aways:

 “Before [drafting an agreement] with someone, I always ask, ‘What am I trying to get out of this collaboration, but also what do I want them to get out of it?’” - Brittney ChanteleIn this Docusign Community interview, Leah Breen sits down with Brittney Chantele, an independent artist in the music industry, to discuss their journey in the music industry, their reflections on agreement management for creatives, and how they leverage Docusign in their work. Leah and Brittney cover: The impact of agreements on coll

Joseph (Roee) Shua-Haim studied Civil Engineering at the Technion in Israel and started his career in real estate development as a project manager in 2016. As his workload increased, he sought out technological solutions that would help, but no luck. At that point, he purchased some books on learning how to code and started building what is, today, Jet.Build.Jet.Build is a project management solution for real estate development and construction projects. For these types of projects, document management and document workflows are critical. With the

Have you noticed some of your users' personal agreements get mixed in with their business agreements in the same account? It’s common for businesses to expand their usage of Docusign across their organizations and see users have personal Docusign accounts that were opened with their work email addresses. Work-related agreements are now in an external account and are not controlled or protected through your corporate privacy and compliance guidelines. Check out the following tips and resources to help manage your company’s external accounts.   🧩 Docusign Admin & Organization  Step 1: Set up

We’re excited to announce that Docusign Developer Spotlight, our long-running series featuring the work of Docusign community developers, is migrating to the Docusign Community! Developer Spotlight has, for the past eight years, sought out and brought to light the stellar work of many developers among our worldwide Docusign customers and partners who have created their own integrations using Docusign APIs, SDKs and developer tools. Developer Spotlight subjects have integrated Docusign eSignature and related technologies into organizations across every facet of business, nonprofit, and public sector organizations. We recognize that our mission of digitizing agreements and agreement processes depends on

Did you know you can send a document out for signature directly from within Docusign CLM with just a few clicks?There are multiple ways to accomplish this.  You can of course automate this document delivery at any point in your approval process from within your approval workflow with the addition of a workflow step.  However, sometimes a CLM user may need to deliver a document for signature manually….without the need for an automated approval process and without going through the envelope creation process from within eSignature.Watch this short video on Send for Signature using Docusign CLM from our Trainer Tip series with Principal Product Trainer Kelly Gatling to find out how!

Your business has a Docusign eSignature account, but you might need more. How do you know when another eSignature account is necessary? What should you think about before creating multiple accounts? The following tips and resources will help your multiple-account decision-making process.  ⚖️ Legal and Compliance Data Residency: If your company operates in different regions, each with its own data residency requirements, you may need separate Docusign eSignature accounts. For example, suppose you created an account in Europe, but another use case requires data residency in Canada. In that example, you must create a new account in a Canadian data center.Electronic Record Signature Disclosure (ERSD)

Ready to get your agreements in Docusign CLM signed by the necessary recipients? Using Docusign CLM, you can send a document out for electronic signature. Documents can be sent for signature manually or automatically via a CLM workflow.In this video, a Docusign Product Trainer will walk through the process of sending a document from CLM out for signature. You’ll observe each of the steps, adding recipients, customizing messaging, and dragging/dropping fields onto the document. You’ll also observe the signing experience from the recipient’s perspective and how the document returns in Docusign CLM once signed. Additional Resources:

Do you want to ensure your recipients enter the correct information in open text fields and eliminate NIGO or “not in good order” documents from your eSignature workflows? Leveraging text field validation is an easy way to get started.   🚦 What is text field validation? Field validation allows you to choose what data your signer is permitted to input into a text field. Docusign provides common validations for you: 

Docusign University is your one-stop shop for all things Docusign product training! At DSU, we offer a variety of training opportunities, including webinars, deep dive courses, on-demand videos, and self-paced courses. Docusign University offers webinars focused on eSignature, CLM, Intelligent Agreement Management, etc. Interested in registering for one of Docusign University’s free 1-hour webinars? Watch this Trainer Tip video to learn how to browse Docusign University's course calendar and catalog to register for a free webinar.Additional Resources:Docusign University

In today’s competitive market, creating a standout customer experience can make or break a brand. Ganesh Iyer, Chief Solutions Officer at ResultsCX, knows exactly what it takes to meet evolving customer expectations while balancing efficiency and personalization. In this Docusign blog, Iyer shares his insights on designing exceptional customer experiences that not only retain customers but boost ROI.✍️ Key Takeaways: Meeting Customer Expectations: Customers want anytime, anywhere access to products and services. Brands need to offer multiple communication options and provid

How can organizations safeguard customer data while creating seamless digital experiences throughout the agreement process? In a recent conversation, Docusign Chief Privacy Officer Cindy Rosser and CISO Kurt Sauer, along with Megan Lewis Pulliam from MeridianLink, highlighted the critical balance between ensuring security and delivering a seamless customer experience.You can read the full blog here, but here are a few top takeaways:✍️ Key Takeaways: Balancing Security and Customer Satisfaction: Organizations face the challenge of providing a secure agreement process without creating friction for

Public sector case management often involves navigating a complex web of processes. While efficient management is crucial for timely service delivery, inefficiencies can arise from cumbersome manual steps and outdated workflows, creating backlogs that hinder progress.Docusign’s IAM capabilities are designed to tackle these types of challenges. By automating manual tasks and embedding digital agreements into existing workflows, Docusign helps public sector employees focus on what truly matters: delivering high-quality services to constituents without the burden of excessive paperwork.You can read the full Docusign blog on this topic, but here are a few top takeaway that highlight

New month, new projects, new challenges. What’s on your agreement management plate that you could use a hand with? Maybe it's an idea you’re exploring but haven’t implemented, a workflow you’re trying to improve, an AI tool you’re weighing the pros and cons of, or just need some advice from people who’ve been there. Whatever it is, this is your space to ask for feedback.Drop your question or challenge in the comments. Let’s see how the community can help you crush it this month.👇 

Are you familiar with Docusign eSignature templates but looking to expand usage? Do you want to see how your industry peers create and tag commonly used templates? The Docusign University (DSU) Template Library gives you and your template builders the head start needed to build your template workflows and design an intuitive signing experience for your recipients.   🎓 Templates 101 Docusign eSignature Templates allow you to save and reuse repeatable information for every document and simply put a “placeholder” for the recipient. This way, all you have to do to share a document is add the approvers and press send. Check out