主な内容に移動
Blog
ホーム/
製品・機能

Docusign Negotiate for Salesforceで契約書のレビューと承認を一元化！その使い方を紹介します

Author 大串 昌央
大串 昌央
•
概要•3分で読み終わります

今回のブログでは、セールスフォースと連携したDocusign Negotiate for Salesforceの使い方をご紹介します。Salesforce上で簡単に契約文書の外部レビューまたは内部承認を行うことができ、また契約業務などの前行程の処理を効率化し、コンプライアンスの向上を図ることができます。

How-to-use-Docusign-Negotiate-for-Salesforce

前回のブログでは、Docusign Gen for Salesforceで契約書などをSalesforceのデータを使って自動生成する方法をご紹介しました。今回はその生成された文書のレビューや内部承認をSalesforce上から行うDocusign Negotiate for Salesforce（以下Negotiate）の使い方をご紹介します。

Docusign Negotiate for Salesforce

  1. Docusign Gen for Salesforce：契約文書をSalesforceデータから自動生成

  2. Docusign Negotiate for Salesforce：契約文書の外部レビュー/内部承認の一元管理

  3. Docusign eSignature for Salesforce Essentials：Sales force上からそのまま電子署名を依頼

Docusign Negotiate for Salesforceの使い方

Genで文書が生成された後、その文書を取引先との内容確認や交渉のための外部レビュー、もしくは内部承認を行うことができます。

Docusign Negotiate for Salesforce1

外部レビューを行う際は、レビュー担当者を取引先責任者から検索して指定します。そしてメールの件名と本文を記載して送信します。

Docusign Negotiate for Salesforce2

レビュー中のファイルのステータスは、Docusignファイル上で管理されます。

Docusign Negotiate for Salesforce3

レビュー担当者にはメールが届きますので、REVIEWボタンをクリックし、レビューが必要な文書をブラウザで表示します。ブラウザ上で文書を確認し、必要に応じて文書をダウンロードしてMicrosoft Wordで編集し、修正した文書をアップロードすることができます。

Docusign Negotiate for Salesforce4

完了するとレビューの依頼者にメールが届きます。リンクをクリックし、取引先（レビュー担当者）のレビュー内容を確認できます。

Docusign Negotiate for Salesforce5

変更箇所は、以下のようにレッドラインで確認できます。

Docusign Negotiate for Salesforce6

内容が問題なければ、そこから内部承認に回すことができます。

Docusign Negotiate for Salesforce7

承認者はメールを受信後、同様にブラウザで文書をレビューし、承認を行うことができます。

Docusign Negotiate for Salesforce8

承認が完了するとDocusignファイル上のステータスが「承認（APPROVED）」に変わり、通常の電子署名プロセスを進めることができます。

Docusign Negotiate for Salesforce9

以上ご紹介したように、NegotiateではSalesforceのインターフェイスから簡単に契約文書の外部レビューと内部承認を行うことができ、レッドライン表示機能があるのでバージョンの変更履歴も明確です。これにより契約業務などの前行程の処理を効率化し、コンプライアンスの向上を図ることができます。

Docusign Negotiate for Salesforceの概要（ユーザー）

Author 大串 昌央
大串 昌央
この著者の他の投稿

関連記事

  • You may notice when on Docusign’s website that a green padlock sits in front of the URL at the top of your browser. This is a visual cue that our website is secure thanks to SSL certificates, and it’s one that savvy consumers look for when doing business online. SSL certificates play an important role at Docusign, and they should be a part of your data privacy efforts too. Find out more about what they are, what they do, and how you can obtain them, with our SSL FAQs, below. What is an SSL Certificate? SSL stands for Secure Sockets Layer, and SSL certificates are also known as digital certificates. An SSL certificate creates a secure link between a website and a visitor's browser. It ensures that all data passed between the two remains private and secure. There are three types of SSL certificate: Extended Validation (EV SSL), Organisation Validated (OV SSL) and Domain Validated (DV SSL). There are also what is known as wildcard certificates, used to extend SSL encryption to subdomains. Why do companies need an SSL Certificate? SSL certificates establish trust between you and your customer. To obtain an SSL Certificate, the purchasing company's identity must be authenticated. With this safeguard in place, customers know that your business is not only legitimate but that it's safe to do business with you online. If you want to accept credit card information on your website, for example, then you will need to comply with Payment Card Industry (PCI) standards. One of the PCI requirements is using an SSL certificate. SSL certificates also help to prevent you and your customers from suffering a phishing attack. Phishing emails aim to impersonate your website for criminal gain. As the sender cannot receive their own SSL certificate, it makes it far more difficult for them to impersonate your website and easier for them to be caught out. As a result of SSL encryption, hackers and identity thieves are prevented from stealing private and sensitive information such as addresses, social media logins and credit card numbers. Only the intended recipient will be able to understand the information being sent. What should I look for in an SSL certificate provider? The cost of a solution can often be a deciding factor when choosing any tech solution, but when the security of your data it at risk, you shouldn’t necessarily go with the cheapest option. With that in mind, these are the top factors to consider over price alone: Compatibility: The provider should have a high trust pedigree in as many commonly used operating systems, web browsers, apps and devices as possible. Scalability: The provider should also be able to handle volumes that grow with your company, as you may end up needing thousands of certificates per second to be issued. Flexibility: The leading providers offer flexible purchasing terms. Pay-as-you-go, for example, allows you to order certificates when you see fit, regardless of amount. Bulk balance models also allow you to load money into your account. Platform: Your solution needs to be easy to use, support a variety of workflows and has a dynamic portal. Support: It's important to evaluate the services and support offerings available to help you succeed. Is an account manager on-hand, online support offered, communities to ask questions, and educational resources enabling you to self-serve? Where can I find Docusign's certificates? Docusign's digital certificates provide higher levels of identity authentication and document transaction security. Digital certificates cryptography uses Public Key Infrastructure (PKI) technology to issue certificates based on X.509 standards to represent the digital identity of a signer. The latest SSL certificate is always available for download from the Docusign Trust Site. Do I need to update my Docusign SSL certificate? If you do not have a custom SSL integration then no action is needed. Docusign’s SSL (secure sockets layer) certificate used for our DEMO, NA1, NA2, NA3 and EU environments occasionally expires (every 2 years). When the SSL certificate is set to expire a new SSL certificate will be used. That means If you have custom API, Connect, or any other system integration that depends on Docusign’s SSL certificate then contact your IT department's network administrator to update the certificate to ensure seamless functionality.
    ビジネストレンド

    Docusign eSignature for Salesforce Essentialsの使い方

    Author 大串 昌央
    大串 昌央
  • Woman working on a laptop: Focused view provides a streamlined experience that makes signing easier for your recipients.
    ビジネストレンド

    ドキュサインでしかできないSalesforce連携の活用

    Author 吉井 飛鳥
    吉井 飛鳥
You may notice when on Docusign’s website that a green padlock sits in front of the URL at the top of your browser. This is a visual cue that our website is secure thanks to SSL certificates, and it’s one that savvy consumers look for when doing business online. SSL certificates play an important role at Docusign, and they should be a part of your data privacy efforts too. Find out more about what they are, what they do, and how you can obtain them, with our SSL FAQs, below. What is an SSL Certificate? SSL stands for Secure Sockets Layer, and SSL certificates are also known as digital certificates. An SSL certificate creates a secure link between a website and a visitor's browser. It ensures that all data passed between the two remains private and secure. There are three types of SSL certificate: Extended Validation (EV SSL), Organisation Validated (OV SSL) and Domain Validated (DV SSL). There are also what is known as wildcard certificates, used to extend SSL encryption to subdomains. Why do companies need an SSL Certificate? SSL certificates establish trust between you and your customer. To obtain an SSL Certificate, the purchasing company's identity must be authenticated. With this safeguard in place, customers know that your business is not only legitimate but that it's safe to do business with you online. If you want to accept credit card information on your website, for example, then you will need to comply with Payment Card Industry (PCI) standards. One of the PCI requirements is using an SSL certificate. SSL certificates also help to prevent you and your customers from suffering a phishing attack. Phishing emails aim to impersonate your website for criminal gain. As the sender cannot receive their own SSL certificate, it makes it far more difficult for them to impersonate your website and easier for them to be caught out. As a result of SSL encryption, hackers and identity thieves are prevented from stealing private and sensitive information such as addresses, social media logins and credit card numbers. Only the intended recipient will be able to understand the information being sent. What should I look for in an SSL certificate provider? The cost of a solution can often be a deciding factor when choosing any tech solution, but when the security of your data it at risk, you shouldn’t necessarily go with the cheapest option. With that in mind, these are the top factors to consider over price alone: Compatibility: The provider should have a high trust pedigree in as many commonly used operating systems, web browsers, apps and devices as possible. Scalability: The provider should also be able to handle volumes that grow with your company, as you may end up needing thousands of certificates per second to be issued. Flexibility: The leading providers offer flexible purchasing terms. Pay-as-you-go, for example, allows you to order certificates when you see fit, regardless of amount. Bulk balance models also allow you to load money into your account. Platform: Your solution needs to be easy to use, support a variety of workflows and has a dynamic portal. Support: It's important to evaluate the services and support offerings available to help you succeed. Is an account manager on-hand, online support offered, communities to ask questions, and educational resources enabling you to self-serve? Where can I find Docusign's certificates? Docusign's digital certificates provide higher levels of identity authentication and document transaction security. Digital certificates cryptography uses Public Key Infrastructure (PKI) technology to issue certificates based on X.509 standards to represent the digital identity of a signer. The latest SSL certificate is always available for download from the Docusign Trust Site. Do I need to update my Docusign SSL certificate? If you do not have a custom SSL integration then no action is needed. Docusign’s SSL (secure sockets layer) certificate used for our DEMO, NA1, NA2, NA3 and EU environments occasionally expires (every 2 years). When the SSL certificate is set to expire a new SSL certificate will be used. That means If you have custom API, Connect, or any other system integration that depends on Docusign’s SSL certificate then contact your IT department's network administrator to update the certificate to ensure seamless functionality.
ビジネストレンド

Docusign eSignature for Salesforce Essentialsの使い方

Author 大串 昌央
大串 昌央
Woman working on a laptop: Focused view provides a streamlined experience that makes signing easier for your recipients.
ビジネストレンド

ドキュサインでしかできないSalesforce連携の活用

Author 吉井 飛鳥
吉井 飛鳥

電子署名を試してみませんか？Docusign eSignature の無料トライアルをご活用ください。

無料で試すお問い合わせ
Person smiling while presenting