The presentation I have given at DreamForce about how eSignature can transform your business processes. It concentrates on the top three use cases that organizations should look at first and describes how DocuSign helps you implement those.

1. Paperless Business Process with DocuSign eSignature Mike Borozdin – DocuSign

2. Synopsis eSignatures are transforming business processes all over the world. What are the most effective ways to keep agreements in the cloud? We will go through the patterns for implementation and deployment on Sales Cloud and force.com platform.

3. Paper Documents Cause Delay … 3

5. Poor fax readability

6. Overnight shipping fees

7. Lost productivity

8. Slow transactions

9. Too many errors

10. Lack of visibility

11. Re-keying & reconciliation4

13. No errors

14. Complete visibility

15. No re-keying or reconciliation

16. Secure documents

17. No faxing

18. No overnight shipping fees

21. Data is automatically reentered

22. Documents are automatically filed

24. Data is automatically reentered

26. Second Mode – Embed DocuSign elements are in an IFRAME

27. API Architecture Breakdown SOAP Header Security Layer HTTP Header Security Layer PowerForms Console Common API Objects Business Object Layer Data

28. API Function Groups Post Processing Sending Signing Status Retrieval and Management Administrative

29. API Function Groups Overview

30. Automate Sending Envelopes Prerequisites A customizable system Standard contracts Access to a developer team Value Proposition Make sending for signature a one step process Increase compliance Integrate with existing workflow

31. Download Documents and Status Prerequisites Document storage – File server, CRM system or a database Value Proposition Push data collected during signing to another data store Get instant updates from our service Use your own CRM or imaging system to manage docs Integrate with existing workflow

32. Embedded Signing Prerequisites A customer facing website Access to a developer team Value Propositions Signers never have to leave the customer portal Instant status updates and document Instant data updates from DocuSign to the customer’s database Tight integration with existing workflow

33. Manage User Rosters Creating Users with CreateAccount API Send on Behalf-Of One global user

34. DocuSign Marketplace Listing of applications that add value to the DocuSign service Being included in the DocuSign Marketplace gives you access to reviews, download statistics and greater visibility Getting certified gives you the option of being included in the DocuSign Marketplace!

35. Certification: Why? Important change from the demo environment to production environment Need to ensure that the behaviors that occur in development are sustainable and scalable Confirm that the application complies with certain guidelines and standards Most of all, we want to position you for success!

36. Certification: When? When certification is necessary Your integration with DocuSign is near complete, Your product is ready to go live, and You are certain that there will be no major behavioral changes to your integration with DocuSign When certification is not necessary You have made small changes to your integration, or You have made changes to parts of your product that do not affect the integration

37. Resources to Get You Started SDK: https://github.com/docusign/DocuSign-eSignature-SDK Dev community: http://community.docusign.com API guide: http://www.docusign.com/p/APIGuide/APIGuide.htm Code walkthroughs and information posts: http://www.docusign.com/blog/category/devcenter/ DevCenter: http://docusign.com/devcenter Twitter: @DocuSignAPI