Compass Sales Solutions has announced their latest integration with DocuSign enabling users to send and receive electronically signed agreements and store them within the Sherpa database, assisting with automating the agreement process.
Integration with DocuSign will allow Sherpa users the ability to manage the secured digital signing of proposals with recipients outside of an organization. This partnership will, reportedly, help Sherpa users automate back-end document processing to eliminate manual rekeying of data and associated errors, reduce operating costs associated with paper, ink, faxing, and mail, and also increase customer satisfaction with the convenience of signing agreements anytime, anywhere, on any device.
With this integration users will be able to:
- Save generated proposals from Sherpa to Document Storage and send directly to DocuSign at the same time.
- Select from a list of contacts on the current account in Sherpa to set DocuSign recipients
- Auto-launch DocuSign in a web browser with a document loaded and recipients in place, allowing the user to add signature fields as needed and send the document.
- Access DocuSign documents within a tab on the account in Sherpa. Use this tab to view documents sent, check the status of those documents, or download the final copy of the document.
If a user populates a template from Sherpa or open a Word or Excel document from the Documents tab in Sherpa, they can now make edits needed on the document and choose to save the edited document directly back to Document Storage.
Tami Dittemore, VP of operations for Compass, said, “We are excited about this new feature and bridging the gap between populating your custom document in Sherpa and getting the final signed agreement. The addition of DocuSign as an e-signature option will enable users to have a turnaround time on document collaborations in minutes rather than days and improves productivity and efficiency.”
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