Levelling Up DocuSign Integration

Physical signatures are now a thing of the past; especially with the growth of the SaaS industry. Businesses form customer contracts via e-signatures, allowing for quick and hassle-free purchases. DocuSign is a widely trusted e-signature solution that simplifies contract management, and streamlines approvals.

For online subscription businesses wishing to connect with customers via electronic agreements, SubscriptionFlow and DocuSign integration is a match made in heaven. SubscriptionFlow has now taken its DocuSign integration to the next level by adding more convenient business solutions. Read on to find out what those upgrades are.

Beginning with the basics…

What is DocuSign?

DocuSign is an electronic signature platform, widely used in digital transactions today. It allows users to conveniently sign and send agreement documents, and also helps businesses with document management. The platform’s tech savvy solutions have become a need in today’s fast-paced world, as they facilitate faster customer sign ups. It also eliminates the need for hefty paper work, and physical record-keeping, as everything is stored on cloud.

Why Do Businesses Need DocuSign?

Businesses require contract management like oxygen. There is no merchant that can work without getting customers’ agreement for products or services. That is why DocuSign’s smart features are indispensable for businesses every day. Listed are some of the platform’s key functions:

E-Signature

Businesses can create professional looking agreement documents with DocuSign. They can choose from a variety of templates, and once they decide on a suitable one, they can re-use it for future documents. The reusable feature lets business standardize their documents.

Customers can add signatures to product or service agreements electronically, from any device they prefer. This means they can sign-up on the go. Businesses can also utilize a number of authentication methods to verify the identity of signers.

Document Management

With DocuSign, you can generate documents tailored to your needs. You can also add fill-able data fields in PDFs for user convenience. These fields can include blanks, checkboxes, signatures, and a lot more. You can also store your documents securely based on your company’s retention policies.

Workflow Automation

Deliver customers a smooth signing experience by leveraging DocuSign’s automation. You can enable automatic document routing based on specific criteria. For instance, you can define the sequence of the approval stages in the agreement process. You can also send automated notifications or reminders to signers in case they forget to complete their agreement.

Integration

Businesses can integrate DocuSign with various online platforms due to its robust APIs. It can easily be linked with e-commerce platforms like WooCommerce, Shopify etc. Additionally, it supports a number of document types, such as .pdf, .xls, .doc, etc.

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Security

Electronic signatures are as legally binding as the physical ones. That is why DocuSign adheres to all the e-signature regulations, and encrypts user data for protection. Businesses can maintain an audit trail of all their agreement activities with ease.

How Does DocuSign Work?

Let us understand DocuSign’s functionality better with the help of an imaginary scenario. Let us suppose there is an e-commerce business that deals with monthly subscription boxes. DocuSign can be integrated within this business’s e-commerce ecosystem. Here is how it will use DocuSign:

1. Subscription Agreement

DocuSign enables the business to create a subscription agreement form with all the terms and conditions. When customers sign up, DocuSign will automatically integrate this form into the sign up process. Customers will then sign electronically, and onboard swiftly.

2. Automated Sequence

The business will have the choice to set up the sequence of the agreement process however it likes, and then run this sequence on automation. This may include steps like reviewing the service terms, signing the agreement, and then providing payment information, etc.

3. Permission for Recurring Billing

This business will also include a section about recurring billing, since it offers subscriptions. That section can feature a check box, asking for the customer’s consent to bill them automatically for subscription renewal.

4. Document Management

DocuSign will allow the business to keep an organized record of all its customer agreements for legal purposes. The business can easily access this data when needed for customer tracking or auditing purposes.

5. Notifications & Reminders

With DocuSign, this business will automate notifications and reminders to be sent to the customers. For instance, it can inform the customer when the subscription renewal is due to give a heads-up before payment gets deducted from their account. DocuSign can also send users the message to update their payment data in case of failed payments.

How SubscriptionFlow and DocuSign Work Together

SubscriptionFlow, the powerful subscription management and billing engine for subscription businesses integrates with DocuSign to streamline contract management. With this integration, you can automate your entire contract-to-cash process, lock deals, and get approvals within minutes.

DocuSign protects your sensitive contact information, and shares it securely with SubscriptionFlow to bill clients at the right time. Automated workflows within SubscriptionFlow can be triggered to create a termed or evergreen subscription as soon as the contract is signed and activated. This ensures that customers are billed as per the agreed terms.

Integrating SubscriptionFlow with DocuSign places no constraints on the overall flexibility of the system. While utilizing this integration, you can integrate with any other third party apps including sales, marketing, CRM or even other electronic signature apps if needed. Moreover, with our Single Sign On (SSO) feature, you can easily integrate any application in addition to DocuSign, and sign in with the same credentials.

SubscriptionFlow Enhances DocuSign’s Functionality

SubscriptionFlow has upgraded its integration with DocuSign to include more convenient, and time-saving options for businesses. We have minimized manual data entry needs by automating major processes. Now you can:

1. Send DocuSign Documents Directly

You don’t have to spend time creating a quote anymore. We allow businesses to send DocuSign documents directly from the Customers Module. This approach is more user-friendly as it saves you the trouble of going through extra steps. It also facilitates quicker transactions, and more straightforward workflows.

2. Preview Documents Before Sending

You can preview the document before it is sent to the customer to thoroughly check it for errors. This feature enhances document accuracy by letting you correct mistakes after identifying them. It prevents the document from going back and forth between the business and the customer for revisions.

Revisions are required when customers spot errors in the document, or demand clarifications or missing information. Previewing the document proactively at once before transfer can eliminate the need for revisions.

3. Map Merge Fields with SubscriptionFlow

When a customer fills out the initial sign up form for a subscription service, SubscriptionFlow stores this information temporarily within its system. After that, when the customer agreement is generated in DocuSign, SubscriptionFlow uses this captured data to automatically populate relevant fields in the agreement. Fields such as customer name, pricing plan, etc. can be auto-populated using merge fields.

This feature maintains the integrity of the document by ensuring the accuracy of details. It also saves the users’ time and energy that would otherwise go into filling out these fields manually. The usage of the customer’s own data in the agreement gives it a personalized touch as well.

4. Redirect Customers to Predefined Checkouts

Immediately after the customer signs the agreement, the system redirects them to the checkout page. Businesses can predefine their checkout pages by ensuring a consistent layout, including the data fields of their choice, adding payment verification methods, and applying discounts among other things.

This ensures a frictionless customer experience, as customers smoothly transition from signing the contract to making the payment.

5. Sync HubSpot Deals in SubscriptionFlow

If you’re a business using HubSpot to close deals, this feature is for you. After finalizing deals in HubSpot, you can sync your customers in SubscriptionFlow. From there, you can send your customers their agreements generated by DocuSign. Once your customer signs the agreement, they get redirected to the checkout page to pay and finalize subscription. Hence, no more gaps between deal closure and payment. SubscriptionFlow and DocuSign speed up customer subscriptions for you.

Avail these features to unlock frictionless subscription contract management today. Book a demo with SubscriptionFlow to get all of DocuSign’s amazing functions.