Use this link to share with your colleagues:
DocuSign for Salesforce: https://help.pm.leapevent.tech/a/776425
At A Glance
- Discounted for nonprofits
- This app's provider does offer support.
App Details
Pricing:
Discounted for nonprofits. DocuSign offers several different plans and a 30 day free trial.
Good for:
Organizations who are tracking their performers, vendors, partnerships, and/or rentals in PatronManager and are looking for a way to integrate contracts and e-signatures into their process. DocuSign is the #1 electronic signature solution used by over 40 million people and companies, so if you're looking to add this functionality to your business processes, they're your go-to!
How it works:
DocuSign can be configured to generate and send documents out for signature from any object in Salesforce. It also helps you keep track of the documents that are out for signature and will remind signers and staff when they are holding up the process.
DocuSign can also be used together with another one of our recommended apps, Conga Composer.
Useful Links
DocuSign's admin page gives you an overview of how many documents are awaiting signature and how many have been signed.
Here's a custom DocuSign button on a custom Rental record.
DocuSign for Salesforce uses your Salesforce/PatronManager objects -- Accounts, Contacts, Donations, or any other standard or custom object to address your documents.
You can see the details of your DocuSign document status right in PatronManager
