DocuSign + Salesforce: Gen, Negotiate, and eSignature
In this series, learn how to manage and use DocuSign eSignature, Gen, and Negotiate for Salesforce.
This learning plan is for administrators and users of the DocuSign eSignature for Salesforce, DocuSign Gen for Salesforce, and DocuSign Negotiate for Salesforce applications. These three applications are included in the DocuSign Apps Launcher managed package.
For users of the legacy DocuSign eSignature for Salesforce application, go to the DocuSign + Salesforce: Legacy eSignature Application learning plan.
DocuSign Apps Launcher for Salesforce: Introduction
Learn about the apps included in the DocuSign Apps Launcher for Salesforce package.
KOSTENLOS
10 Min.
DocuSign Apps Launcher for Salesforce: Administration
Learn how to manage the apps in the DocuSign Apps Launcher for Salesforce package.
KOSTENLOS
20 Min.
DocuSign Gen for Salesforce: Create Gen Templates
Learn how to create a DocuSign Gen template and generate customized documents.
KOSTENLOS
20 Min.
DocuSign Gen for Salesforce Revenue Cloud
Learn how to use DocuSign Gen with Salesforce CPQ Plus, Salesforce Billing, and Salesforce Subscription Management.
KOSTENLOS
20 Min.
DocuSign Negotiate for Salesforce: Edit, Compare, and Approve Documents
Learn to manage and simplify the document collaboration and negotiation process in Salesforce.
KOSTENLOS
20 Min.
DocuSign eSignature for Salesforce: Create Envelope Templates
Learn how to create a DocuSign Envelope template and send documents for signature.
KOSTENLOS
20 Min.