EDGAR Online Leverages DocuSign for Salesforce to Reduce Risk

Like many DocuSign customers, EDGAR Online uses DocuSign for Salesforce integrated with its Salesforce customer relationship management (CRM) system. The combined solution-set enables the company to achieve even greater operational efficiencies for the high volume of contracts fulfilled each month.

“DocuSign significantly improved the company’s workflow cycle,” said Tressa Morgan, sales operations database and client support manager at EDGAR Online. “With DocuSign, you can always look at the status in real-time and know if the contract is still out there. It makes your job a lot easier, keeping track of what contracts you sent out and what hasn’t come back yet.”

The DocuSign for Salesforce solution also offers granular administrative controls, which were a selling point for EDGAR Online, Morgan said. Through DocuSign’s ability to integrate with Salesforce, EDGAR Online’s customer relationship platform, she can customize contract templates and set access and privilege rights to determine who can view them.

“I can upload the templates right from DocuSign to Salesforce,” Morgan added. “You used to have to go in and create these templates and then upload them and go through the hassle. And from a user’s perspective, it’s easier because you don’t have to go looking for a copy of the latest contract. You don’t have to leave Salesforce to send out a contract.”

The DocuSign Advantage

After reviewing several solutions, EDGAR Online selected DocuSign based on the following key criteria:

• Ease of Use—DocuSign makes it fast and easy for EDGAR Online to create agreements for client e-signature, and just as simple for the client to sign electronically. This intuitive service closely replicates the traditional signing experience, creating a positive client experience. Contract turnaround, which sometimes took weeks, is now completed in less than 48 hours.
• Compliance—DocuSign e-signature documents are legally enforceable. All DocuSigned contracts are backed with a court admissible audit trail.
• Real-time Visibility—DocuSign reveals the signing status of every contract in real-time: when it was opened, when it was signed, the time the transaction has taken and which agreements remain to be signed—enabling EDGAR Online to manage its channel more effectively.
• CRM Integration—By employing DocuSign for Salesforce, EDGAR Online can now close it in the cloud^TM without leaving its Salesforce CRM system, accelerating close times to hours. DocuSign automatically populates Salesforce data sets into its service which eliminates the need to re-key data.
• Workflow Management—DocuSign automated many workflow processes for EDGAR Online, freeing salespeople from manually creating and tracking down contracts.

For more information about the business benefits DocuSign provides EDGAR Online, read the detailed case study at: http://docusign.com/customers/success_stories/EDGAROnline_Case_Study.pdf.

About DocuSign Inc.

DocuSign, Inc. is the leading provider of on-demand software services for electronic signature. DocuSign empowers individuals, small business and global enterprises to operate faster and more efficiently, with greater profitability, enhanced security and compliance. DocuSign is the only Web-based service to securely automate and control the entire electronic document signing process. To date, more than 45 million signature events have been executed using DocuSign.

To learn how DocuSign can accelerate your business, visit www.docusign.com or call (866) 219-4318. Subscribe to the DocuSign blog at www.docusign.com/blog. Follow DocuSign on Twitter at http://twitter.com/DocuSign.

DocuSign and the DocuSign logo are trademarks or registered trademarks of DocuSign, Inc. in the United States and/or other countries. EDGAR® is a federally registered trademark of the U.S. Securities and Exchange Commission. All other marks are the property of their respective owners.

DocuSign, Inc.
Doug Wheeler, 206-219-0190
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