DocuSign Review
Use Cases and Deployment Scope
I use it to sign contracts with partners and to send them letters of authorized MuleSoft partners. So managing master partner agreements through DocuSign where I create and we do virtual signatures between the partner and Salesforce.
Pros
- I can send an agreement to any email address that is, as long as it is a corporate email address, I can send it to multiple email addresses.
- I get a notification of read and of open when an agreement is received so I can really track the progress of the agreements being sent and received and signed.
- I can add more than one signature on either party that is signing a contract or honoring agreement. So that makes it easier.
Cons
- I think they really improved the interface. That was a challenge two years and before that, but that has been resolved. I don't have any issues right now. I think that was the one thing that I could live with some improvement and they have fixed it. I can manage my own connections, contact also. So they resolved a lot of things in the last two years, so I don't have anything negative right now
Likelihood to Recommend
Scenario where it's less with anything that is communication that needs to be traceable. It's an absolute must. It's perfect again to train the whole process, but also it integrates in your CRM. So within the Salesforce instance that I use at work, I can have embedded an API that is by DocuSign, so I can track that same progress, not necessarily inside the DocuSign website, accessing my account, but in my salesforce org where I can see where that stands. So I have it embedded in my account, which makes it very simple and easy and I don't have to open more windows and apps and things like that. So that's fantastic.
