Agenda

- The DocuSign Process- Delivering Business Results- DocuSign Company- DocuSign for Salesforce- Current document completion process- Different ways to integrate DocuSign with Salesforce.com- First Mode - Connect- Second Mode - Embed- DocuSign API Function Groups

- API Functions- API Architecture Breakdown- A Sample Existing Application - Print Contracts- Connecting to DocuSign API- Replacing the Print Button with DocuSign- Complete Path to Success- Sales Channel and Promotion- Q&A

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Fast. Simple. Complete. The Leader.

Delivering Business ResultsEnterprise Class e-Signature Platform

Workflow Document Mgt Document Processing

Business Value

Accelerate Business Drive Efficiency Gain Insight & Visibility

“DocuSign makes us heroes to our Customers”

Collaboration

Perry BakkeManager, International Contracts | Cisco Communications, Inc

DocuSign Today• Growing at 100%+

• Over 8M active signers

• 40,000+ customers

• Enterprise multi-tenant architecture • Award Winning Technology

The World is DocuSigningFortune 500

Other Notable Companies that Selected and use DocuSign Today

Foreign Owned Customers that Selected and use DocuSign Today

Current document Completion Process

Ground: • Slow processing• No visibility• No control

Manage Leads Opportunities Accounts

Forecasting Reporting Workflow

• Universal access• Centralized control• Excellent visibility

Cloud:

How do you get these steps done?

?

Secure Delivery

Signature Workflow

Return Data and Docs

Secure Delivery

Signature Workflow

Return Data and Docs

Secure Delivery

Signature Workflow

Return Data and Docs

Cloud to Cloud Computing Salesforce/DocuSign

Leads Opportunities Accounts

Forecasting Reporting Workflow

Secure Delivery

Signature Workflow

Return Data and Docs

Different ways to integrate DocuSign with Salesforce.com

First Mode - ConnectSend to DocuSign with 1 Click

Automatically get status and data back.

Second Mode - Embed

DocuSign API Function Groups

Sending Signing

Status Retrieval and Managing

Post Processing

Administrative

API FunctionsSending:CreateAndSendEnvelope and CreateEnvelope | CreateEnvelopeFromTemplates |SendEnvelope | RequestSenderToken

Signing:RequestRecipientToken

Post Processing Functions: RequestDocumentPDFs | RequestDocumentPDFsEx | DocumentPDF | RequestPDF | EnvelopePDF |

TransferEnvelope | ExportAuthoritativeCopy

Status and Managing:CorrectAndResendEnvelope | EnvelopeAuditEvents | GetStatusInDocuSignConnectFormat |

RequestCorrectToken | RequestStatus and RequestStatusEx | RequestStatuses and RequestStatusesEx | Ping | PurgeDocuments | SynchEnvelope | VoidEnvelope

Administrative:GetRecipientEsignList | GetRecipientList | RemoveAddressBookItems | RequestTemplate |

RequestTemplates | SaveTemplate | UpdateAddressBookItems | UploadTemplate | Embedded Callback Event Codes

API architecture breakdown

All the API and UI goes to the same business objects. All the data is normalized by DocuSign CoreYou can start the transaction with one API and then use another API

An Existing Application – Print Contracts

Connecting to DocuSign API

Replacing the Print Button with DocuSign

Complete Path to Success

• Free Sandbox Account• SDK• Sample Code• Certification process &

Testing support• Forums• Webinars• Professional Services

– Over 350 Integrations– Design, Architecture and

Implementationwww.docusign.com/devcenter

Sales Channel and Promotion

• Extend beyond your Appexchange Listing with DocuSign Marketplace

• Audience of 40,000 DocuSign Paid accounts and > 8 million signers

• Joint press release• Partner DocuSign Account

Mgr/Sales training• Partner Events• Finder’s fee…15% of first year

subscription for all referrals www.docusign.com/marketplace

Questions?

Force.com Zone (Tomorrow)

• Kiosk #2 (next to your Java fix)• Questions about our API• Meet DocuSign Technical

Evangelists:– Mike Borozdin– Julia Ferraioli– Craig Smith– Veronica Lentfer

• Get Started at www.docusign.com/devcenter

Cloudstock• Demo Pod #24

• Product Demos• Sandbox Signups• T-Shirts

• Integrating DocuSign eSignatures into your Force.com Apps without writing any code 1:15pm

• API Basics to DocuSign-enable your App in 45 minutes 11:30am

• Lessons Learned building the first Cloud-based e-Signature Company 2:30pm