docusign lightning forum 2010 presentation

26
Add DocuSign e-Signatures to your Force.com Applications! Force.com Lightning Forum Mike Borozdin: DocuSign, Inc. Tom Gonser: DocuSign, Inc. Dan Reid: Ariba, Inc.

Upload: mike-borozdin

Post on 09-May-2015

2.020 views

Category:

Technology


2 download

DESCRIPTION

The lightning forum presentation gives a brief overview of DocuSign API and gives an example of an integrated application from Ariba that went paperless by using DocuSign Web Services.To get started please visit www.docusign.com/devcenter

TRANSCRIPT

Page 1: DocuSign Lightning forum 2010 presentation

Add DocuSign e-Signatures to your Force.com Applications!

Force.com Lightning Forum

Mike Borozdin: DocuSign, Inc.Tom Gonser: DocuSign, Inc.Dan Reid: Ariba, Inc.

Page 2: DocuSign Lightning forum 2010 presentation

Safe HarborSafe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services.

The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of intellectual property and other litigation, risks associated with possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year ended January 31, 2010. This documents and others are available on the SEC Filings section of the Investor Information section of our Web site.

Any unreleased services or features referenced in this or other press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.

Page 3: DocuSign Lightning forum 2010 presentation

Agenda

Mike Borozdin – Manager of Developer Programs

1.The world is DocuSigning

2.History of DocuSign

3.DocuSign is the recognized standard

4.Different ways to integrate DocuSign with SalesForce

5.DocuSign API function groups

6.Architecture of the DocuSign System

7.Example of a Native Force.com eSignature Application

Dan Reid – Product Manager at Ariba, Inc.

1.Ariba’s experience working with DocuSign API

2.DocuSign in Ariba’s native Force.com release

Closing: Q&A, Resources

Page 4: DocuSign Lightning forum 2010 presentation

Mike Borozdin

DocuSign, Inc.

Page 5: DocuSign Lightning forum 2010 presentation

11 22 33

Page 6: DocuSign Lightning forum 2010 presentation

More than an eSignature

But you need MORE than an eSignature– Document Conversion and Assembly

– Signer authentication options

– Template-managed Transaction Workflow

– Full electronic forms with data capture and delivery

– Flexible API

Page 7: DocuSign Lightning forum 2010 presentation

The World is DocuSigning

Fortune 500

Other Notable Companies that Selected and use DocuSign Today

Foreign Owned Customers that Selected and use DocuSign Today

Page 8: DocuSign Lightning forum 2010 presentation

History of DocuSign

2003 Invented SaaS Electronic Signature

2006 First enterprise class service infrastructure & API

2009 DocuSign launches DevCenter and opens up the

SDK, Forums and API

2010 First electronic signature Partner Marketplace

Page 9: DocuSign Lightning forum 2010 presentation

DocuSign is the Recognized Standard

Salesforce.comSelected DocuSign as the best eSignature platform

National Association of RealtorsNamed DocuSign as the Exclusive electronic Signature provider to the US Residential Real Estate Market

Forrester ResearchNamed DocuSign as the clear leader in SaaS electronic Signature services

The US CongressCongressional Resolution 290 recognizes June 30 as National ESIGN Day, lead by DocuSign

Page 10: DocuSign Lightning forum 2010 presentation

Different ways to integrate DocuSign with Salesforce.com

Page 11: DocuSign Lightning forum 2010 presentation

First Mode - ConnectSend to DocuSign with 1 Click

Automatically get status and data back.

Page 12: DocuSign Lightning forum 2010 presentation

Second Mode - Embed

DocuSign elements are in an IFRAME

Page 13: DocuSign Lightning forum 2010 presentation

DocuSign API function groups

SendingSending SigningSigning

Status Retrieval and Status Retrieval and ManagingManaging

Post Post ProcessingProcessing

AdministrativeAdministrative

Page 14: DocuSign Lightning forum 2010 presentation

API Functions

Sending:

CreateAndSendEnvelope and CreateEnvelope | CreateEnvelopeFromTemplates |

SendEnvelope | RequestSenderToken

Signing:

RequestRecipientToken

Post Processing Functions:

RequestDocumentPDFs | RequestDocumentPDFsEx | DocumentPDF | RequestPDF | EnvelopePDF |TransferEnvelope | ExportAuthoritativeCopy

Status and Managing:

CorrectAndResendEnvelope | EnvelopeAuditEvents | GetStatusInDocuSignConnectFormat | RequestCorrectToken | RequestStatus and RequestStatusEx | RequestStatuses and RequestStatusesEx | Ping | PurgeDocuments | SynchEnvelope | VoidEnvelope

Administrative:

GetRecipientEsignList | GetRecipientList | RemoveAddressBookItems | RequestTemplate | RequestTemplates | SaveTemplate | UpdateAddressBookItems | UploadTemplate

Page 15: DocuSign Lightning forum 2010 presentation

Architecture of the DocuSign Platform

All the API and UI goes to the same business objects. All the data is normalized by DocuSign CoreYou can start the transaction with one API and then use another API

Page 16: DocuSign Lightning forum 2010 presentation

Example of a Native Force.com eSignature Application

Page 17: DocuSign Lightning forum 2010 presentation

Dan Reid

Product Manager

Ariba, Inc.

Page 18: DocuSign Lightning forum 2010 presentation

Overview of Ariba’s Solution

Tightly integrated with DocuSign, a leading

Electronic Signature Provider

Leverages Ariba provided PDF generation

Optional. You can add it when the time is right.

Works directly with Ariba Signature Tasks.

Available since 9r1, Summer 2008.

EASY to implement – Done with engineers who had

never seen DocuSign before!

Page 19: DocuSign Lightning forum 2010 presentation

Server Side PDF Generation Feeds DocuSign

Allows you to construct PDF’s

Allows you to concatenate many documents into one PDF

Supports Electronic Signatures

Works without Electronic Signatures as well

Solution: Benefits: Allows you to wrap up “final” PDF

documents

No need for Client Side software

Results are searchable (as long as the documents were searchable beforehand)

Can be run in UI or Task Node (background)

Page 20: DocuSign Lightning forum 2010 presentation

The Flow

1. Build PDF document to be signed and Publish.2. In Signature task, define which users (via email address) you

want to sign and submit task.3. Document and Signer list is sent to DocuSign automatically

and DocuSign sends emails.4. Signers click link in email from DocuSign and sign (no account

required).5. Once document is fully signed, the signed PDF is

automatically sent back to Ariba, and added as a new version.1. State is updated to Signed (was in Signing during steps 3, 4) for

Document.2. Task is automatically completed.

Note that the “Sender” NEVER has to log in to DocuSign.

Page 21: DocuSign Lightning forum 2010 presentation

ACF – Ariba Contracts for Force.com

Page 22: DocuSign Lightning forum 2010 presentation

Q&A

Page 23: DocuSign Lightning forum 2010 presentation

Complete Path to Success

Free Sandbox Account SDK Sample Code Certification process &

Testing support Forums Webinars Professional Services

– Over 350 Integrations– Design, Architecture and

Implementation

www.docusign.com/dev center

Page 24: DocuSign Lightning forum 2010 presentation

Sales Channel and Promotion

• Extend beyond your Appexchange Listing with DocuSign Marketplace

• Audience of 40,000 DocuSign Paid accounts and > 8 million signers

• Joint press release• Partner DocuSign Account

Mgr/Sales training• Partner Events• Finder’s fee…15% of first year

subscription for all referrals

www.docusign.com/marketplace

Page 25: DocuSign Lightning forum 2010 presentation

Find DocuSign at DreamForce

Force.com Zone

Kiosk #2 (next to your Java fix)

Questions about our API

Meet DocuSign Technical Evangelists:– Mike Borozdin

– Julia Ferraioli

– Craig Smith

– Veronica Lentfer

Cloud Expo

Booth #825 in the Moscone North

Product Demos Meet DocuSign Account

Managers: – Loren Alhadeff

– Adam Hernandez

– Andy Evans

– Robert Sanchez

– Tom Barnes

www. docusign.com/devcenter

Page 26: DocuSign Lightning forum 2010 presentation

Thank you!!!