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Salesforce and DocuSign bring AI into contract process

By Catherine Knowles
Thu 28 Oct 2021

Salesforce and DocuSign have expanded their global strategic partnership to build new joint solutions that enable customers to accelerate how agreements are facilitated.

According to a statement, new innovations will automate the contract process with AI-based, smart solutions that improve the experience of preparing, signing and managing agreements, drive faster ROI, and increase collaboration amongst organisations with Slack functionality.

Salesforce and Slack state they are enabling organisations to build their digital HQ by improving employee collaboration both internally and externally with customers and partners, regardless of where, when or how they work.

The expanded partnership with Salesforce and DocuSign will offer new ways for customers to prepare contracts, quotes and invoices, track and enforce contract terms, and manage the entire contract lifecycle management (CLM) process efficiently across DocuSign, Salesforce, and Slack platforms.

New applications will be jointly designed and developed natively in Salesforce Customer 360.

Agreement collaboration with DocuSign and Slack platforms: This integration aims to accelerate the broader agreement collaboration process for customers, right from within Slack.

New workflows will notify teams on agreement progress and action items, enabling them to work quickly to review, edit, monitor, and execute agreements, without ever leaving their digital HQ.

DocuSign eSignature for Slack is available now; DocuSign CLM for Slack will be available in 2022.

DocuSign Gen for Salesforce Billing: Customers can close, bill, and recognise revenue faster through branded invoices, directly inside Salesforce Billing, with configurable templates.

Customers can also schedule batch invoice generation and delivery or generate an invoice, on-demand, driving more on-time payments and fewer customer service issues. DocuSign Gen for Salesforce Billing is available now.

DocuSign Gen for Salesforce CPQ Plus: Customers can automatically generate professional, customisable agreements from Salesforce quickly.

The entire process can be configured and controlled from Salesforce, saving customers time, eliminating errors, and speeding up the path to revenue. DocuSign Gen for Salesforce CPQ Plus is available now.

DocuSign CLM for Salesforce Field Service: Customers will be able to automate Obligation Management by tracking, enforcing, and updating key contract terms across departments.

Obligations and terms from contracts executed via DocuSign CLM, such as warranties and service level agreements (SLAs), can be mapped into Service Cloud contract objects.

This will enable smarter and more automated service experiences, and efficient service contract execution. DocuSign CLM for Salesforce Field Service will be available in 2022.

Salesforce chief business officer Ryan Aytay says, “Our partnership with DocuSign allows customers to succeed in the all-digital, work-from-anywhere world.

"Together, we’re enabling our customers to streamline business contract workflows, reduce costs, and increase productivity in the new digital HQ.”

DocuSign COO Scott Olrich says, “Salesforce has been an essential partner for more than a decade, as our joint customers have been transforming their business digitally.

"As we deepen our partnership, we’re excited to offer customers new ways to solve emerging challenges from anywhere by bringing their agreement processes and agreement intelligence into the Customer 360.”

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