smartsheet workflow integration with docu sign by smarter business processes

DocuSign Confidential

Accelerating Your Digital Transformation

from Smarter Business Processes 2015

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Vision

Enable organizations to

“keep business digital”

Market Leader

• More than 110K Customers

• 188 Countries, 43 Languages

• Top brands across industries

2009 2010 2011 2012 2013

Leader in Users

40M+ Users, 40K New Users/Day

Leader Among Analysts

#1eSignature

Takes Off

#1eSignature

Wave

#1DTM Category

Leader

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Sydney

London

Chicago

Seattle

San

Francisco

Paris

São Paulo

DocuSign Around the World

4

Sends

Web App Signs

Sends

Web App Signs

Sends

Web App Signs

Sends

Web App Signs

Sends

Web App Signs

Sends

Web App Signs

Mobile Signs

Sends

Web App Signs

Mobile Signs

Sends

Web App Signs

Mobile Signs

Sends

Web App Signs

Mobile Signs

Sends

Web App Signs

Mobile Signs

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Customer Aspirations

We need to

streamline our

operations.

We need to

accelerate our

revenues.

We need to

transact via

mobile.

We need to

improve our

customers’

experience.

We want to go

paperless.

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Enterprise wide many uses…

Sales Order Processing

Account Provisioning

Sales Compensation

Agreements

Referral Agreements

Reseller Agreements

Field Sales Agreements

New Customer Sign Ups

Terms and Conditions

Event Registration

Customer Communication

Approvals

Mass Mailing / Email

Approvals

Customer Communication

Approvals

Brand Compliance / Audits

Event and Vendor Approvals

New Hire Paperwork

Candidate NDA

On/Off-boarding Checklist

Employee Policy Distribution &

Signature

Contractor Agreements

Non-disclosure

PTO Management

Payroll Forms

Front Desk Sign-in

Work Orders

Lease Agreements

Move In / Move Out Requests

Parking Permits

Equipment Rentals

Lien Releases

Site Passes and Onsite

Waivers

Invoice Processing

Expense Reporting

Capitalization Management

Audit Sign Off

Policy Management

Inventory Signoff

Asset Transfer / Retirement

Hiring Freeze Exemption

M&A Documentation

Account Changes

Service / Work Orders

Term Changes

Self Service Requests

Compliance

Field Service

Cancellation Requests

Internal Cancellation

Processing

Asset Tracking

Change Requests

Requirements Sign Off

Access Management

Incident Reporting

Production Change

Authorization

Maintenance Authorization

Order Fulfillment

Change Management

Release Management

Code Review Reporting

Requirements Acceptance

Release Scope Commitments

Project Charter Templates

NDAs

Contract Management

Internal Compliance

IP Licensing

Patent Applications

Board Minutes

Trade Name Assignment

Trademark Assignment

Finance Agreements

Purchase Orders

Statements of Work

Master Service Agreement

RFP Sign Off

Supplier Compliance

Competitive Procurement

Summaries

Sole-Source Justifications

Procurement Card

Applications

Sales

Marketing

HumanResources

Facilities

Finance

Support

IT /Operations

Product Management

Legal

Procurement

77

Collage

Make the world a better place

88

Digital Consumer Security & ComplianceMobility

Digital Transformation Drivers

99

The Next Major Step in Productivity

1960sMainframe Computing

1970sMini Computing

1980sClient/Server

Computing

2000Cloud

Computing

Today Mobile

2010sSocial

Networking

Next Step

Fully Digital

Enterprise

Smartsheet workflow integration with DocuSign

Your Consultant is Richard Rymill

Richardr@Smarterbusinessprocesses.com

The need…

Service Engineers of most Skills and Industries have need of a simple workflow

To record time taken, note the solution provided and get the client to Sign off

that work for Invoice or as part of a service agreement.

The Solution…

Using a Smart Phone or Tablet, the details of the work is entered from a

Smartsheet SmartForm that Populates a worksheet.

The sign off…

Is automated by Smartsheet data merging with DocuSign Documents.

See how…

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A template is created in DocuSign that

has Data Fields ready for population

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DocuSign in Your Business… Using any Device

Mobile AppsiOS, Andriod, Win 8

Desktop/LaptopCreate templates

Admin controls

System automated

APICustom work flows

Customer Integrations

Integrated Enterprise Solutions Custom work flows

Customer Integrations

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The SmartForm takes data from a Phone,

Tablet or a PC and Populates the Customer log

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The Customer work log has added the latest job to the bottom of the

sheet. The data contained can now be merged for signature.

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Access the Smartsheet data merge page from a book

mark on your iPad and Proceed to choosing the client…

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Choose the correct Row or Rows to send out several

Documents for sign-off all at one click. Next…

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Client gets an email inviting them to “view the documents” …

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Client is asked to confirm the data is correct or make changes

(if you allow them to) and Sign it off securely.

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Each party then get a secure copy of the signed form by

email.

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This is a screenshot of an iPad asking for a signature, as used by an

engineer onsite seeking a signature from his customer, or the same screen if

the client picks up his request on their ipad and has not, as yet save a digital

signature. ... Could even be used to receipt a parcel?

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The Signed document copy is then automatically added to the customer log

sheet in Smartsheet for the records when invoicing.

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A Secure Digital certificate is created for every transaction

53 trillion pages printed550 billion paper faxes

3B Overnight Express Envelopes100M One Customer

Or we can just carry on .... Business as Usual?

24

Enterprise Wide

Sales

Marketing

Procurement

Legal

ProductManagement

IT / Operations

Support

Finance

HumanResources

Facilities

DocuSign Across the Enterprise

Smartsheet workflow integration with DocuSign by ourselves

Arrange a Free initial consultation or demonstration

Now, email me or call +44 1937 541 553

Your Consultant is Richard Rymill

Richardr@Smarterbusinessprocesses.com

www.smarterbusinessprocesses.com