Accelerate Mission Delivery with DocuSign Advanced Solutions
- 1. DocuSign PUBLIC DocuSign PUBLIC DocuSign PUBLIC Live out your mission with DocuSign TechSoup Partnership Webinar Kelli Pellino - RVP DocuSign Nonprofit Team Tucker Minor - Account Executive DocuSign Nonprofit Team Kim Olson - Account Executive DocuSign Nonprofit Team Ben Crawford - Solution Engineer DocuSign Nonprofit Team
- 2. DocuSign PUBLIC Agenda Why we you here? Industry Perspective Demo Recap Next Steps 1 2 3 4 5
- 3. DocuSign PUBLIC DocuSign PUBLIC Why are we here?
- 4. DocuSign PUBLIC Why move your processes digital with DocuSign? How will DocuSign Impact NPOs Digitized process Process automation Security & compliance Outcome Impact Productivity & cost savings Increased bandwidth and improved client experience Documents and data are kept secure, establishing trust & brand loyalty
- 5. DocuSign PUBLIC Typical agreement process
- 6. CONFIDENTIAL 6 Generate Send for Review Redline Clause Library Workflow Prepare Route Identify Sign Evidence Sign Update Systems Store Agreements Trigger External Workflows Act Repository Concept Search Agreement Analytics Manage The DocuSign Agreement Cloud Our Focus
- 7. DocuSign PUBLIC DocuSign PUBLIC Industry Perspective
- 8. DocuSign PUBLIC Nonprofits that use eSignature see real benefits $36 average savings for every agreement signed 82% of agreements completed in one day 128 hours of staff time per month are saved on average by using eSignature to reduce client intake times
- 9. DocuSign PUBLIC 128 hours per month of staff time are saved on average by using electronic signature for client intake 2 Finding which forms need to be included in the intake package 3 Getting clients to sign the forms 1 Securely collecting and storing personal and/or health information Top intake process pain points for nonprofits
- 10. DocuSign PUBLIC Poll: What departments at your organization would benefit the most from electronic signatures? Program Management Finance & Operations Human Resources Fundraising & Development All The Above
- 13. Energy Assistance Application ● Self-Service (PowerForm) ● Conditional Logic ● Attachments ● Audit Trail Volunteer Waiver ● Bulk Send (Mail-merge) ● Export to OneDrive ● Data Export to Spreadsheet
- 14. DocuSign PUBLIC Intake Form Workflow Initiates Energy Assistance Application from website via DocuSign. Workflow Receives and signs agreement + reviews and processes Application. Completed agreements emailed to all participants. All documents tracked and stored in DocuSign + robust audit trail produced. Andy Applicant Patty Program Manager Everyone
- 15. DocuSign PUBLIC Volunteer Registration Workflow Initiates Volunteer Registration Form in DocuSign and uploads spreadsheet with list of volunteers. Workflow Receives and signs volunteer waiver. Receives and reviews documents and data automatically stored in OneDrive. All documents tracked and stored in DocuSign + supplemental document is included in audit trail. Andy Admin Vickie Volunteer Processing Team
- 17. DocuSign PUBLIC How DocuSign eSignature delivers value to NPOs *Available in Release 3 Signing Experience Sending & Signing Workflows Integrations & APIs Security & Compliance Accelerate agreements with an intuitive signing experience across virtually any device Eliminate manual tasks with configurable and automated workflows Save time by seamlessly connecting eSignature with the tools your teams use everyday Mitigate risk with enterprise-grade security and compliance controls Responsive Signing SMS Delivery Authentication and ID Verification Mobile App on iOS & Android Supplemental Documents Notary eWitness Delegated Signing* Advanced Recipient Routing Signing Insights Signing Groups PowerForms Bulk Send Agreement Actions Schedule Send* 350+ Pre-built Integrations Complete & Highly Customizable API Connect Retrieve Unrivaled Security & Adv. Compliance (i.e, FedRAMP Moderate & IL4 Provisional Authorization, HIPAA, etc.) 99.99% Availability without maintenance downtime Org Management Access Management DocuSign Monitor CFR Part 11 Validator
- 18. DocuSign PUBLIC 18 | DocuSign PUBLIC
- 19. DocuSign PUBLIC DocuSign PUBLIC TechSoup Discount
- 20. DocuSign PUBLIC Advance Solutions ● DocuSign Business Pro ● DocuSign Enterprise Pro ● DocuSign CLM (Contract Lifecycle Management) ● DocuSign Business Pro for Salesforce ● DocuSign Enterprise Pro for Salesforce 20
- 21. DocuSign PUBLIC DocuSign PUBLIC How to Learn More!
- 22. DocuSign PUBLIC Scan the QR Code to… 22 Request this offer now from TechSoup Get in touch with DocuSign to learn more about the products or email techsoup@docusign.com
- 23. DocuSign PUBLIC
- 25. DocuSign PUBLIC DocuSign PUBLIC Q&A For additional information please email: techsoup@docusign.com