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DocuSign Integration on Salesforce

Faster Approvals. Faster Deal Execution.

Send, sign, and track agreements without leaving Salesforce.

Axolt brings DocuSign signatures into CRM and ERP workflows. Move contracts through approval faster, reduce manual paperwork, and keep signed records connected to the transactions they support.

Multi-party signing workflows
Live approval and signature status
Signed documents linked to records

Approval Flow

Live

Create document

Quotes, contracts, and approvals

Ready

Send for signature

Multi-party workflow starts

Sent

Track status

Real-time signing visibility

Live

Signed & stored

Final agreement linked to records

Done

One connected record. Signed documents stay with the transaction and its approval history.

Sales Operations Finance
Challenges

Stop delaying deals with manual approvals

Paper-based approvals and disconnected signature workflows slow sales, procurement, finance, and operations.

Approval Delays

Contracts wait for signatures

Manual handoffs and email follow-ups slow agreement cycles.

Delayed contract approvals
Signature bottlenecks
Longer sales cycles
Paperwork

Documents handled by hand

Uploading, sending, and storing files manually adds repeat work.

Manual document handling
Disconnected storage
More admin effort
Visibility

Status is hard to see

Teams cannot act quickly when they do not know who has signed.

Limited approval visibility
Unclear ownership
Missed follow-ups
Governance

Audit history is fragmented

Scattered records make it harder to show what happened and when.

Compliance challenges
Unlinked signed copies
Slow audit retrieval
Capabilities

Send, sign, and track inside Salesforce

DocuSign works within the Axolt processes where approvals are needed.

E-Signature

Electronic Signature Capabilities

Send documents from connected CRM, ERP, and CPQ workflows.

Direct document sending
Multi-party approvals
Automated reminders
Embedded signing
Mobile approvals
Move agreements without manual uploads
Status

Real-Time Visibility

Follow each agreement as it moves through the signing process.

Sent documents
Pending approvals
Signed or rejected status
Timestamps and user tracking
Know what needs action next
Trust

Security & Compliance

Keep the signature record and its approval history together.

Legally binding signatures
Secure signing workflows
Audit trails
Authentication support
Compliance-ready history
A clear record of every approval
Records

Document Management

Store signed agreements with the business records they support.

Centralized storage
Linked Salesforce records
Easy retrieval
Audit readiness
Less searching and less admin
Product Feature

Secure electronic signatures built into your ERP

Embed document approvals into the workflows that already run your business.

Send

Send Documents Instantly

Start signatures from CRM, ERP or CPQ transactions.

No manual uploads
Trigger from transactions
Approve

Multi-Party Approval Workflows

Route documents through sequential or parallel signing.

Role-based routing
Automated reminders
Track

Real-Time Signature Tracking

See progress as recipients open, sign or reject.

Live status updates
Approval timestamps
User tracking
Protect

Secure & Compliant Signatures

Keep each signed document and its audit history connected.

Authentication controls
Audit trails
Legally binding signatures
Built For

Operational businesses that need faster approvals

Use connected signing wherever agreements affect orders, procurement, finance or service.

Production

Manufacturing

Keep supplier and customer agreements with operational records.

Regulated

Healthcare & MedTech

Support controlled approvals and traceable documentation.

Supply

Distribution

Speed up purchasing and customer contract workflows.

Food

Food & Beverage

Track approvals around supply and commercial agreements.

Services

Services

Send, sign and store service agreements from the same platform.

Results

Measurable business outcomes

Connected e-signatures reduce waiting and give teams a clearer view of each agreement.

Speed

Faster approvals

Move documents through signing with fewer handoffs.

Deals

Shorter sales cycles

Turn accepted agreements into next steps sooner.

Efficiency

Reduced paperwork

Replace printing and manual filing with connected digital records.

Visibility

Better status visibility

See who has signed and what remains open.

Governance

Improved compliance

Keep approvals, timestamps and documents together.

Procurement

Faster purchasing

Move supplier approvals forward without losing context.

Take Control

Speed Up Approvals with DocuSign on Salesforce

Simplify document approvals, remove manual paperwork, and keep signed agreements connected to Axolt's Salesforce ERP platform.

Salesforce-connected
Secure e-signatures
Live approval status