DocuSign Negotiate for Salesforce

In-Salesforce contract negotiation and redlining
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Publisher

Docusign

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

DocuSign Negotiate for Salesforce
In Stock
Delivery: 1 working day
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€224.53
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 is DocuSign Negotiate for Salesforce?
A contract negotiation solution that adds redlining, version tracking, and collaborative review to Salesforce records, helping manage draft exchanges within sales workflows.
How does it integrate with Salesforce records and workflows?
Negotiation activities are linked to Salesforce records, enabling teams to view negotiation status, comments, and document versions alongside account and opportunity data.
Can external parties participate in contract negotiations?
Yes. External reviewers can receive documents for review and redlining, with edits and feedback tracked and recorded back to the associated Salesforce record.
How are versions and change history handled?
Versioning preserves prior drafts and highlights changes between iterations, while storing timestamps and reviewer comments for auditability alongside the negotiation record.