Automated Contract Management and Bulk Sending Using Salesforce and DocuSign Integration

Authors: Kiran Konakalla

DOI: https://doi.org/10.5281/zenodo.13996006

Short DOI: https://doi.org/g8n6p8

Country: USA

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Abstract: This paper explores the integration of Salesforce Customer Relationship Management (CRM) and DocuSign e-signature solutions to automate the bulk sending and tracking of contracts in insurance auto property companies. The integration ensures compliance, improves operational efficiency, and reduces the administrative burden associated with contract management. By leveraging Salesforce's custom objects and DocuSign's e-signature capabilities, companies can streamline contract updates, track signed agreements, and manage follow-ups for unsigned contracts, thus enhancing customer satisfaction and reducing legal risks.

Keywords: Salesforce, DocuSign, CRM, E-signature, Contract Management, Insurance, Policy Updates, Automation

Paper Id: 231331

Published On: 2020-01-06

Published In: Volume 8, Issue 1, January-February 2020

Cite This: Automated Contract Management and Bulk Sending Using Salesforce and DocuSign Integration - Kiran Konakalla - IJIRMPS Volume 8, Issue 1, January-February 2020. DOI 10.5281/zenodo.13996006

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