About this software
DocuSign Negotiate for SFDC, offered as part of DocuSign Prepare, is a subscription that brings document negotiation capabilities into Salesforce. It enables users to prepare, review, and redline agreements within Salesforce and to manage negotiation versions and status.
The offering integrates with DocuSign eSignature to transition negotiated documents into signing workflows and to retain negotiation artifacts on Salesforce records.
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DocuSign Negotiate for Salesforce
In Stock
Delivery: 1 working day
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€271.68
Free and without obligation
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Benefits
- Negotiate in Salesforce: Create and redline documents without leaving Salesforce.
- Version tracking: Maintain version history and compare document changes during negotiation.
- Integrates with eSignature: Send negotiated documents for electronic signature via DocuSign eSignature.
- Salesforce record storage: Save negotiation artifacts to related Salesforce records for auditability.
- Configurable workflows: Align negotiation steps with existing Salesforce processes and approvals.
Available languages
- English
- Spanish
- French
- German
- & more supported languages
Support information
- Product documentation: Access setup guides and user documentation on DocuSign's official documentation site.
- Knowledge base articles: Search troubleshooting steps and how‑to articles in the DocuSign support center.
- Community forum: Engage with other users and experts on the DocuSign community forums.
- Implementation partners: Certified partners can assist with configuration and integration services.
- Release notes: Review product updates and change logs in DocuSign's release notes pages.
Frequently asked questions
What does Negotiate for SFDC provide?
It provides in‑Salesforce document preparation, redlining, version tracking, and negotiation management integrated with signing workflows.
How does it integrate with Salesforce?
The solution installs into Salesforce and links negotiation documents and metadata to Salesforce records and objects.
Does it work with DocuSign eSignature?
Yes, negotiated documents can be routed into DocuSign eSignature workflows for electronic signing and completion tracking.
Who is this product for?
Teams that manage contracts in Salesforce and need in‑platform negotiation, review, and handoff to signing workflows.
How is the product licensed?
The product is offered as a subscription license; specific terms and seat counts are provided by the publisher.