Is it Time for a DocuSign Salesforce Integration?

Nikita R.

Media-savvy content creator, with a curiosity for all Salesforce experiences.

Updated: Oct 31st, 2023

With a Salesforce and DocuSign integration, businesses can electronically sign and manage documents within their customer relationship management platform (CRM). But what does this actually mean? Theoretically, your employees will be able to complete the following tasks without leaving the Salesforce ecosystem:

Send documents out for signing.

Electronically sign documents.

Track the status of a contract in the signing process.

Store and find documents.

Businesses that are dependent on Salesforce tasks to manage their customer relationships find DocuSign a super helpful third-party platform. With a DocuSign and Salesforce integration, companies can convert manual processes for organizing and signing documents into fast, automated ones.

As great as a Salesforce and DocuSign integration sounds, is it actually that good of a deal? Join us in the article below as we unpack this connection and give you a powerful alternative Salesforce solution that can transform how you work with customer relationship data.

DocuSign Salesforce | Features & Benefits

With DocuSign, you get many features and benefits of integrating the platform into Salesforce. Let’s take a look at a few of them.

DocuSign’s Integration Capabilities

DocuSign integrates well into Salesforce to give your employees the power to work in their favorite CRM environment. Employees can control their tasks and processes by starting document signing processes from Salesforce records. This is a valuable feature that works well with leads, opportunities, and accounts in Salesforce.

DocuSign Provides Electronic Signatures

DocuSign continues to add value to a Salesforce integration by providing electronic signature functionality to your documents. With DocuSign eSignatures for Salesforce, signers can sign important documents like agreements, contracts, or loans fast.

As you can imagine, eliminating any manual tasks from a traditional document signing process that needs paper and wet signatures speeds up business operations drastically.

Automate your Document Workflows with DocuSign

We also noticed that DocuSign has capabilities to automate document signing workflows in Salesforce. This automation speeds up the process of electronically signing a document and removes many manual tasks that originated in your traditional methods.

Track your Documents with DocuSign

Want to track your documents in Salesforce? DocuSign lets your employees follow the status of a document that they have sent to a stakeholder for signing. This all takes place in real-time and can give your managers or other business leaders visibility on the progress of documents.

Keeping track of deals to ensure they are completed on time is easy when you have this kind of data at your fingertips.

Limitations of a DocuSign Integration with Salesforce

Although there are many benefits to a DocuSign and Salesforce integration, as with all things in life, it is not a perfect solution for managing and signing documents. We like to keep it real at Titan, so let’s take a look at the challenges of connecting DocuSign and Salesforce.

Setting Up the Integration is Complicated

A DocuSign integration is a great recommendation, but connecting the platform with Salesforce can be intricate.

Businesses that have an extensive Salesforce environment with complex workflows and processes will find that they will have to hire a Salesforce and DocuSign administrator to configure this integration correctly based on the needs of their operations.

Extra Unforeseen Costs

Nothing in life is free, and so you already know that DocuSign will be a paid service that you need to invest in. However, there are additional costs that your business will need to consider, such as the following:

Licensing Fees

Integration Costs

Custom Development Costs

Feature and Functionality Limitations

Since DocuSign is offered on the Salesforce AppExchange marketplace, you would think that it provides out-of-the-box solutions that extend your CRM platform.

Sure, DocuSign in Salesforce is great for managing documents and sending them out for signing, but it does not offer solutions for every business use case.

You must keep in mind that if you want bespoke solutions for Salesforce, you will need to hire a professional to help with custom development.

Not Ideal for Large Volumes of Documents

It’s important to remember that Salesforce and DocuSign have API limits. This means that if your business works with high volumes of document processes in DocuSign with Salesforce, you might have to pay for more API options.

These API limits might not be an immediate cause of concern but might arise as your business grows and scales. If this is the case, expect delays to projects and deliverables when you hit your API limit and need to upgrade.

An Alternative to DocuSign for Salesforce

We invite you to take a look at Titan. It is a powerful no-code platform that has six applications that all integrate into Salesforce.

For your document management and signing processes, Titan can help you outrun the competition in the market with speedy point-and-click document generation capabilities.

Add these Titan Features to your Salesforce Solutions

With Titan, you can propel your deals to success and automate any process you like using absolutely no code. Let’s look at a few advantages you gain when integrating Titan with Salesforce.

Titan Docs is a fully accessible application that meets all requirements outlined in section 508.

Your documents will be 100% secure and compliant with HIPAA, SOC 2, ISO, GDPR, and other leading frameworks.

Build custom documents from contracts to proposals, quotes, and invoices directly from Salesforce in minutes without any coding knowledge.

Read any field from Salesforce objects and reports that can be displayed in any format.

Push your document data into any Salesforce object.

With Titan, you can work with standard and custom objects in Salesforce, as well as any data structure you require.

You can map barcodes and QR codes statically or dynamically from your documents to Salesforce.

Store your documents in a wide variety of locations for sharing and convenience, such as Salesforce, Google Drive, Box, Dropbox, OneDrive, and many more third-party apps.

Generate Word documents from Salesforce.

Create PDFs pre-filled with dynamic data from Salesforce.

Merge and convert files in seconds using any document format you want.

You get to add eSignatures and digital signatures to your documents.

Titan Limitations

Adding the Titan platform to your Salesforce ecosystem does come with a limitation. We will list it below. Let us know if you find any others, and we will help you get it sorted out. We have solutions for any use case!

The time it takes to implement Titan and Salesforce for your unique business requirements will vary depending on the complexity of your processes.

We hope to see you soon! 

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Disclaimer: The comparisons listed in this article are based on information provided by the companies online and online reviews from users. If you found a mistake, please contact us.