Salesforce and Docusign Automation

Role: UX Strategy, User Research, Interaction design, Engineering.


✍🏾The company's desingers were manually initiating and filling out docusign contracts. Then after, emailing them back into the company for someone then had to manually input that infromation into salesforce. This left too many oopprtunities for mistyped data and was a sloow proccess


Coming Soon... 🧪

Technology Why?
Node.JS handle our incoming request and trigger signing proccess
Nginx Expose our Node.JS endpoint
Docusign Will be hosting our contract that we are filling out
Salesforce We need to use salesforce custom fields inside docusign


Coming Soon... 🧪


Coming Soon... 🧪