DocuSign eSignatures – for sales and marketing

Ross MacKenzie
Tags: DocuSign

Sales are key to the success of any commercial organisation. So how is it that getting all parties to sign on the dotted line can still be such a drawn-out, and often frustrating process?

Sealing the deal often involves delay – particularly when multiple approvals are required. Sales teams that are still using old-fashioned methods such as fax, courier, or overnight delivery for agreements are left playing the waiting game. Documents often then require scanning and routing to relevant parties. Overall, obtaining physical signatures is too often complex and costly, and takes far longer than is necessary.

Research by Forrester and DocuSign reports that 98 percent of companies have had their revenues impacted by poor transaction management, and more than 80 percent of those questioned said they needed a Digital Transaction Management (DTM) solution.

This is where electronic signatures – or eSignatures – come in. With an eSignature solution, such as DocuSign’s, sales teams can spend more time selling and less time tracking down signatures.

Sales executives avoid delays in sales order processing by automating the creation of sales contracts and agreements, saving time and reducing the manual re-keying of data. It’s also easy to modify contracts to ensure correct deal terms, including calculated fields, contract start and end dates, among other inputs. This can be applied to any sales document, including new customer sign-ups, distribution partnerships, field sales and reseller agreements, as well as internal sales compensation documents and terms and conditions.

In addition, execs can automatically trigger internal processes to launch new accounts while avoiding additional data input and reduce costly re-keying errors.

There are no integration problems either, as DocuSign also easily integrates into many of the leading CRM systems, including, Microsoft Dynamics CRM, NetSuite, and more.

Plus, users can sign-off on agreements from anywhere at any time from any PC, laptop, tablet or mobile device, including Apple, BlackBerry, Google Android or Windows phone.


Going hand-in-hand with sales is marketing – another key function for any organisation, and another area where eSignatures can improve productivity, lower costs and streamline the signing process.

For example, DocuSign helps marketing departments launch programmes faster by making it easier to execute important contracts, as well as obtain internal sign-offs on marketing plans, briefs, and content.

It can also improve programme performance by providing an easier and better way for customers to register for marketing events, such as webinars. Plus, it’s easier for attendees to register for physical events — especially in markets such as the pharmaceutical industry where physicians must sign attendance records at events.

Marketing can speed up the process of receiving back legally-binding release forms signed by customers to use in mail and email campaigns, and obtain sign-off for press releases and other media assets by electronically signing and routing approvals. In fact, the approval process is quick and easy, whether dealing with vendors or customers for any type of marketing communication.

In addition, execs can use DocuSign to deliver document-based training materials and have trainees electronically acknowledge delivery and completion of assets.

Overall, it speeds the approval process for sending communications to customers, ensuring everyone has visibility and there's an audit trail.

Using an eSignature solution, such as DocuSign in both sales and marketing ultimately means you can spend more time successfully selling – and delighting your customers and partners –  and less time chasing signatures.

DocuSign eSignatures – for sales and marketing is the third in the series of DocuSign blogs looking at DocuSign implemented for various industries and department.
Previous blogs in the series:

DocuSign eSignatures - for legal and finance 

DocuSign eSignatures are transforming businesses - across every department 

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