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:

1. Prefill Data from Salesforce: Automatically populate agreements with Salesforce data, reducing manual entry and accelerating signing times.

2. Multi-Connections Support: Connect multiple Salesforce instances (production and sandbox) to streamline operations across different environments.

3. Automatic Updates Back to Salesforce: Eliminate the need for manual updates by automating data flow from Docusign back into Salesforce, keeping your records up-to-date effortlessly.

Why This Matters: This integration is a game-changer for teams managing complex agreements. By automating workflows and connecting with other business tools, you’re not only speeding up the agreement process but also enhancing customer experiences. With features like no-code setup in Maestro and integration with third-party applications, your team can create workflows that drive efficiency and reduce revenue leakage.

💬 Community Chat

What questions do you have about using the Salesforce Extension App with Maestro? Do you have any tips for other customers who are trying it out?👇