DocuSign Goes Well With Salesforce
October 03, 2019

DocuSign Goes Well With Salesforce

Alec Dibble | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

DocuSign Professional

Overall Satisfaction with DocuSign

DocuSign is currently integrated with Salesforce and being used for all B2B and B2B2C contract needs within the organization. It greatly speeds up our signed contracts process and allows service fulfillment steps to get triggered automatically. The ability to map custom fields from the contract back to the Salesforce object is extremely useful. I can't imagine how long it would take if the team had to reference the contract documents themselves for that key metadata.
  • Integration with Salesforce.
  • Templating and custom fields.
  • A great dashboard and ease of use when building new documents.
  • Debugging utilities when the Salesforce integration doesn't work.
  • Better error messages and a better log of errors connected with contracts when syncing to Salesforce.
  • The admin dashboard experience can be confusing and unintuitive.
  • Increased efficiency around sending & receiving contracts.
  • Automated contract data entry into Salesforce, and allowed for fulfillment automations triggered on contract signing.
  • It has needed little management or overhead. Aside from occasional technical issues, once it's set up it works well.
I have used DocuSign and RightSignature. I felt that DocuSign had a superior dashboard experience, integrations, and support experience.
I've had really good experiences with DocuSign customer support. Out of the many B2B vendors I have interacted with, I would rate DocuSign as being one of the best when it comes to support. It is very easy to get a technical support specialist on the phone, especially if I run into issues with the Salesforce integration. With many other companies, it can take a day (or even several) to get the interaction going. DocuSign often has my problem solved within an hour of calling.

Do you think DocuSign delivers good value for the price?

Yes

Are you happy with DocuSign's feature set?

Yes

Did DocuSign live up to sales and marketing promises?

Yes

Did implementation of DocuSign go as expected?

Yes

Would you buy DocuSign again?

Yes

I think DocuSign is a great tool for any organization that deals with contracts more than once a week. If the organization utilizes Salesforce, using DocuSign would be an excellent business solution with a positive ROI. Managing the platform and end-users is very straightforward. Additionally, their support is very good. I've had to reach out several times a year over the last three years and have had good, very helpful experiences each time. Out of all the B2B vendors I have ever worked with, I would rate DocuSign's support near the top.