Streamlining eSignatures: A Custom Salesforce–DocuSign Integration for Scalable Business Impact
About Client
The client sought a more flexible, cost-effective way to integrate DocuSign eSignature capabilities into Salesforce, beyond the limitations of standard marketplace apps. While DocuSign offers a native integration, it requires multiple paid user licenses and lacks customizable controls. TRooTech developed a fully custom integration—Quicksign—that enables users to send, manage, and track eSignature requests directly from Salesforce using only a single DocuSign user account.