DocuSign Document Management
Streamlined Document Management
By Docusign, IncDocument Management
- Rating
- 4.9
- Reviews
- 88
- Pricing
- Paid
- From $30 per user per month
- Listed since
- 2009
About DocuSign Document Management
Document generation, management, and automation all in one
Other features include:
- Powerful document generation tools
- Storage in a centralized, secure document repository
- Salesforce1 and Lightning ready
- Approval workflows and automation to ease admin work
- Add documents via drag-n-drop, inbound email/fax, SFTP
- Share documents as secure links to documents and folders
- Keep content current with expiration dates, reminders
- See who has viewed, edited, and shared documents
- 1-click to edit documents in a browser or on desktop
- Detailed history for versioning & compliance
- Configurable reports and analytics
- Native integration with Office 365
- Full API to integrate with other systems
- Clouds supported: Sales Cloud, Service Cloud, Community Cloud
- Industries supported: Public Sector, Government, Healthcare and Life Sciences, Financial Services, Professional Services, Media and Communications, Nonprofit, Higher Education
Highlights
- Document generation: Streamline document generation with pre-approved templates or online forms that can quickly pull relevant data from any source, including Salesforce, or manually enter data through custom form options.
- Document management: Robust tagging and searching functions to locate the right document from any device. Archive approved versions in a secure central repository or in Salesforce. Edit directly in the browser with Office 365 integration.
- Document automation: Gain maximum visibility, reduce errors, and increase efficiency through automating your review and approval process to immediately initiate a workflow once a document is created.
Screenshots
Image 1 of 9
Pricing
Paid, from $30 per user per month.
| Plan | Price | Billed |
|---|---|---|
| Default Plan | $30 per user | Monthly |
Professional edition: $30 per user/month; Enterprise edition: $80 per user/month; Visit our website or call for details: https://www.springcm.com/pricing/
The publisher offers discounts.
Compatibility
- Works with
- Government Cloud
- Requires
- Sales Cloud
- Salesforce editions
- Enterprise
- Unlimited
- Performance
- Developer
- Salesforce Platform
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Industries
- Government
- Communications
- Languages
- English
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