Unlock Potential: How Leaders Are Using Docusign and Salesforce to Drive Efficiency

Learn how organizations are using Docusign and Salesforce together to speed up the contract process, keep customers happy, and boost the bottom line.

Using the Docusign IAM platform within Salesforce accelerates the contract process from quote to close, allowing sellers to focus on what they do best. By embedding Intelligent Agreement Management (IAM) directly into Salesforce, customers can accelerate deals, improve customer retention, and drive stronger business outcomes.

Here are some examples of how businesses are creating strategic advantages, thanks to this integration.

Kindsight

Take Kindsight, a company empowering other organizations with real-time fundraising insights, philanthropic data, and donor management tools to help them thrive.

Previously, sales teams had to download quotes from Salesforce, manually customize them in Microsoft Word, and then upload the documents to Docusign for signature. The process was time-consuming and created unnecessary friction in the sales cycle.

Drafting NDAs posed another major challenge. Kindsight's teams had to pull data from multiple systems, manually create a customized NDA, and then upload it to Docusign. Jumping between platforms added time and complexity, while routing sensitive documents through various approval checkpoints further delayed the sales cycle.

Now, Kindsight uses Docusign to help sales teams move faster by automating the entire agreement lifecycle-supercharged by Salesforce. Teams dynamically generate agreements within Salesforce, automate custom workflows without code, and centralize and surface agreement insights. Kindsight's employee productivity gains speak volumes; Kindsight now sees one week shorter sales cycles and an average of two to three days saved by the IT team on sales interactions.

Insperity

Insperity, a $6.6 billion HR services leader supporting over 100,000 businesses and millions of employees, also unlocked faster deals and insights using Salesforce and Docusign.

When Insperity automated contract creation using Docusign, a real breakthrough came. With just a few clicks, reps can now generate personalized proposals, NDAs, project scopes, and MSAs right in the platform they use to manage deals. Instead of starting from scratch, they launch templates that automatically pull in Salesforce data and adjust terms based on deal details.

The integration also gives sales leaders a clear view of the pipeline, making it easier to spot slowdowns and keep deals on track. By centralizing management on a single platform, Insperity gained tighter control and a single source of truth for current and legacy agreements. These improvements led to 70% faster agreement processing-from two weeks to two days on average-and $34.40 saved per agreement.

Catchafire

Catchafire offers an easy-to-use platform to connect nonprofits with the support they need. Catchafire chose the Docusign IAM platform for its ease of use, AI capabilities, and seamless connection with Salesforce.

Using Docusign, sales reps can launch requests for contract generation directly from their central sales hub. At Catchafire, workflows are designed so that the procurement team supports the agreement process for revenue-generating partnerships-helping streamline contracting and ensure consistency across teams.

First, customer details, contract terms, and any specific requirements are collected in a single form. Form completion kicks off the review process, and then, with the click of a button in Salesforce, an MSA or SOW is automatically generated. If there are no customer-requested changes, the procurement team can send the final agreement for e-signature. As a result, Catchafire spends 77% less time processing agreements and has seen a two-fold increase in contracting capacity across sales and legal teams.

Goosehead Insurance

Goosehead Insurance is one of the largest and fastest-growing personal lines insurance agencies in the country. Several years ago, the company migrated to Salesforce for greater agility and efficiency. With Docusign integrated in Salesforce, Goosehead simplified the quote-to-close process while radically reducing manual data entry so agents can focus more time on acquiring new clients and providing an exceptional client experience.

When clients shop for quotes or work with a Goosehead Insurance agent, their information is captured in Salesforce and automatically populated into the right document template fields in Docusign. After policy packages are prepared and electronically signed, they're routed to the quality control team for review and stored in Salesforce for easy access. As a result, Goosehead saw a 36% faster user completion rate for digital signature documents.

By integrating Docusign directly into Salesforce, organizations can streamline agreement processes and empower their sales teams to operate with greater efficiency and impact - all without ever leaving the CRM.

Customers with Salesforce integrations are invited to join us at Dreamforce '25 to unlock their team's full potential. Connect with Docusign experts, experience Salesforce-embedded IAM in action, join exclusive executive sessions, and gain bold insights from leaders shaping the future of agreements.

Learn more about the event and how to use Docusign with Salesforce.