DocuSign and Salesforce, read together
Salesforce holds the pipeline: leads, accounts, opportunities and the activity logged against each. DocuSign carries the signature: envelopes sent, viewed, signed or sitting with a signer who has not opened them. The forecast in Salesforce says the deal closes Friday; the envelope in DocuSign has been sitting unopened with the buyer's assistant since Monday.
Liaison reads Salesforce and DocuSign together, ties each envelope to its deal, and tells you what is signed, what is stalled, and which closed-won deals have no signature behind them at all.
Where DocuSign and Salesforce disagree
- Deals marked closed-won in Salesforce with no completed DocuSign envelopes.
- Envelopes sent, viewed and stalled in DocuSign while the Salesforce stage still says "contract sent" with no date.
- Signed amounts and terms in DocuSign that differ from the deal amount in Salesforce.
- Signers in DocuSign who are not contacts on the Salesforce account.
- Expired or voided envelopes that the deal owner never saw.
Questions it answers across both
- “Which deals in this month's forecast have an unsigned DocuSign envelope?”
- “Which closed-won deals have no signature on file?”
- “What was signed last week, and does each match the Salesforce deal amount?”
- “Who has viewed their envelopes more than twice without signing?”
What Liaison does with DocuSign and Salesforce
- Matches every DocuSign envelope to its Salesforce deal and lists the forecast deals that are unsigned, stalled or expired.
- Flags closed-won deals with no completed signature to the deal owner.
- Drafts the follow-up to a stalled signer in your voice, for you to send or approve once.
- Updates the Salesforce deal stage and close date when the signature lands, after you have approved that kind of update.
What it reads and does in each
Liaison across DocuSign and Salesforce, set up with you, for $629 a month.
- Connects to DocuSign and Salesforce with access you grant and reads them as one record; nothing is replaced or re-entered.
- Does the routine work in your voice; each kind of work is approved once.
- Answers across both: what DocuSign says, what Salesforce says, and where they disagree.
On Professional we connect your tools, bring your data in and set up the first rules with you. Anything that moves money waits for your yes.
“Cut our month-end close from 4 days to 4 hours.” Marcus C., owner
$629 a month, or $500 a month on a 12-month term. Prefer to start on your own? Starter is $149 a month, self-serve, with a free trial first: 7 days, no card.
Questions
Does Liaison send envelopes from DocuSign?
It can prepare one from the deal and waits for your yes before anything is sent for signature.
Will it change Salesforce stages?
It drafts the stage change with the signature evidence and waits for your confirmation; after the first approval of that kind it keeps the stage current.
Does it read the signed document?
It reads the terms and amounts in the signed envelopes and compares them to the deal, and tells you where they differ.
What does it cost?
Liaison starts at $149 a month. Professional is $629 a month and Team is $2,950 a month for up to five seats. Every plan works with the tools you connect.
See it on your own business.
Thirty minutes with us, on your own tools. Bring the thing that eats your evenings and watch it get handled from your own inbox, calendar and books.
Professional is $629 a month and we set it up with you. Starter is $149 a month, self-serve, with the free trial first: 7 days, no card. Every plan is on the pricing page.