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Certified Integration Partner DocuSign
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E-signatures, native to Salesforce

We build DocuSign integrations that live inside Salesforce - not bolted on. Send envelopes from any record, route signatures through Flow, pull back signed PDFs automatically. No third-party UI to learn. Audit-ready by default.

Plan My Integration
0+Implementations
2-4wkAvg. delivery
0%Native flows
Signed in 4 min
Audit Logged
Envelope #4821
Powered by DocuSign
salesforce / opportunity / O-4821 / envelope
Awaiting Signature
MSA · Acme Corp
$48,500
Sent 11:42am · Auto-routed to legal
Recipients3 of 3
StatusOut for sign
Sign here
Why this partnership matters

Two halves of the same problem

DocuSign is the world's most-used e-signature platform. We're the team that knows how to bend it perfectly to a Salesforce-native workflow. Both halves matter.

Metadologie · The implementation

We make it feel like part of Salesforce

The default DocuSign-for-Salesforce setup is fine. The integration we build is what your team actually wants - one click from any record, no separate UI, signed PDFs that auto-attach where they belong.

  • Certified Salesforce-native implementation
  • 14 years of Salesforce engineering, 40+ DocuSign integrations
  • Flow-first design so admins can extend without us
  • Code-reviewed against Salesforce governor limits & security best practices
DocuSign · The platform

The de-facto standard for digital agreements

1.5M+ customers, 1B+ users, recognised in 180+ countries. DocuSign isn't just popular - it's the platform your legal team already trusts and your prospects already know how to use.

  • Court-admissible, ESIGN- and eIDAS-compliant signatures
  • Templates, conditional fields, in-person signing, bulk send
  • Audit trail with timestamp, IP, geolocation per recipient
  • Integrates with 350+ apps including the entire Salesforce stack
What we wire up

Six capabilities, shipped on every project

These are the building blocks. Every DocuSign engagement starts from this base - we tailor scope to your contract types and approval flows.

Capability · 01

Send-from-record

One button on any Salesforce object - Opportunity, Quote, Case, Custom - that generates an envelope with the right fields pre-filled and the right recipients routed.

Capability · 02

Template library

NDA, MSA, SOW, renewal forms - built once, mapped to your data model. Marketing can update the wording without touching code.

Capability · 03

Flow-triggered sends

Quote goes to Closed Won? Auto-send the contract. Opportunity hits Stage 5? Trigger the NDA. Flow-driven so admins own it.

Capability · 04

Signed PDF write-back

When recipients sign, the executed PDF flows back into Salesforce - as a File on the record or routed to DocsBag for cloud storage.

Capability · 05

Audit log capture

Every signature event - opened, viewed, signed, declined - written back as a child record. Audit and renewal reporting becomes a 5-minute report build.

Capability · 06

Bulk send

Send the same template to 500 contacts at once with per-record merge fields. Renewal season stops being a six-week scramble.

Real-world use cases

Three workflows we ship most often

The patterns below cover ~80% of DocuSign-on-Salesforce engagements. Your variant will look something like one of these. Hover the envelopes to flip them.

Use Case · 01

Sales contracts on auto-pilot

Quote moves to Closed Won. Without anyone clicking anything, a contract envelope is generated with the right line items, the right legal terms, and the right signers - and it's sitting in the customer's inbox before the rep has finished celebrating.

Opportunity → ContractAuto-sendStage-triggeredMulti-signer
Won → Sent
0 manual steps
Envelope Ready
MSA
Sales Contract
Signed in 4 min
Auto-routed · Stage-triggered
Use Case · 02

HR onboarding in one envelope

New hire is created in Salesforce. We package every form they need - offer letter, NDA, equity grant, IT policy, healthcare elections - into a single tabbed envelope. They sign once, every form lands in the right place.

HR onboardingMulti-formConditional fieldsSharePoint write-back
New Hire
1 click · 6 forms
Pack Routed
HR
Onboarding Pack
6 forms in 1 sign
Day-1-ready · Auto-filed
Use Case · 03

Renewals as a bulk operation

Renewal season usually means a spreadsheet, 400 emails, and a lot of caffeine. We replace that with a single bulk-send job - every customer gets a personalised renewal envelope with their pricing, their dates, and their signers. Reps follow up only on the ones that stall.

Bulk sendMerge fieldsRenewal automationReporting dashboard
500 at once
Per-customer merge
Renewals · Q4
RNW
Renewal Wave
500 sent in 1 job
Merged · Tracked · Reported
Implementation Flow

From scope to signed envelope

Most engagements land in 2-4 weeks. Here's how we get there.

01

Discovery

We walk through your contract types, signers, and approval rules. Output: a one-page implementation plan.

2-3 days
02

Templates

Your top 3-5 contract types become DocuSign templates with mapped Salesforce fields. Reviewed by your legal team.

1 week
03

Build & Wire

Salesforce-side: buttons, Flows, write-back logic, audit-log objects. Tested in sandbox with your data.

1-2 weeks
04

Go Live

Production push, end-user training, monitored hyper-care for the first week. Then quarterly evolution.

3-5 days
Common questions

Before you book the call

The five questions we get most often. If yours isn't here, it'll be the first thing we cover on the discovery call.

Yes - at minimum a DocuSign for Salesforce licence covering the users who will send envelopes. We help size it during discovery. If you don't have one yet, we'll quote with and without licence procurement so you can compare.
Yes. Salesforce CPQ Quote → DocuSign envelope is one of our most-shipped patterns. We map line items, totals, terms, and discount approvals. If you use EntravaAQ instead, the integration is even tighter - and we built that one.
DocuSign's certificate of completion handles the signature-level audit. We build a Salesforce Envelope Audit custom object that captures every event - sent, opened, viewed, signed, declined - with timestamps, IPs, and signer details so you have a CRM-native audit trail for SOX, GDPR or industry-specific reviews.
Yes. We commonly route them to SharePoint, OneDrive, Google Drive, Box, or AWS S3 - keeping a link on the Salesforce record but storage outside the platform. Our DocsBag product handles this natively if you'd rather not build it from scratch.
A typical scope - 3-5 templates, 2-3 trigger flows, audit log, PDF write-back - runs 2-4 weeks and pricing depends on your contract complexity and approval logic. We give a fixed-fee quote after discovery, never an hourly meter.
DocuSign × Salesforce

30 minutes. One workflow. A quote you can actually compare.

Book a discovery call. We'll walk through your top contract type, sketch the integration, and send you a fixed-fee quote within 48 hours.

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