DocuSign for Salesforce

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DocuSign is a Business App. DocuSign for Salesforce is a family of DocuSign plans specifically for existing Salesforce users. DocuSign is an electronic signature and document management solution that allows users to automate the signing process for faster turnarounds, lower transaction costs, and superior document security.

The Telstra Apps Marketplace is a web-based marketplace that enables you to purchase and manage various software applications that we make available from time to time. You need an internet connection to access the Telstra Apps Marketplace. To start using the Telstra Apps Marketplace, visit marketplace.telstra.com and create an account. You may need to meet minimum system requirements to use certain applications available on the marketplace, which will be set out on marketplace.telstra.com and Our Customer Terms. You’re responsible for ensuring that you meet these requirements.

12, 24 or 36-month terms for listed plans, paid annually in advance. At the end of your 12, 24 or 36-month term, your listed plan will automatically renew for the same term and at the same price. If you do not want your plan to renew, you must cancel by advising Telstra at least 14 days before the end of the term. Add-ons automatically suspend for 14 days at end of their listed term which, if you have still not renewed your subscription, will be cancelled. 

•  Free Concierge service to help get you started.
• Electronic document signing using one of the predefined signature styles or by uploading your own standard signature. 
• Automatic workflows and signing reminders. 
• 100 Envelopes per licence activated which pool at an account level and can be shared amongst all eligible users on the same account. 
• Salesforce connectors. 
• Premium Support on all plus Premier Support plan editions or Enterprise Premium Support on all plus Enterprise Premier Support plan editions.

To access DocuSign for Salesforce, each user will need to download and install the applicable DocuSign app from their Compatible Device’s application store. Data charges may apply. In order to integrate DocuSign for Salesforce with back-end systems, you may need to make changes to your system set-up. You are responsible for this. If you require system integration, before purchasing licences for DocuSign, please contact us to discuss your specific business needs.

Each licence enables one user to initiate the signing of documents via DocuSign for Salesforce. If you have additional users that will be using DocuSign for Salesforce, you will need to purchase additional licences. A DocuSign for Salesforce plan needs to be manually provisioned which may take up to 48 hours. You must also request us to transfer your data and templates to move from a trial to a new plan or between plans. This too is manually provisioned and may take up to 48 hours to complete. 

A list of all currently supported browsers and operating systems can be found on telstra.com/docusign 

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You need to purchase a licence for each individual user that will be sending envelopes out for signing. Additional features and top-up add ons are available upon request. For a detailed list of available add ons visit telstra.com/docusignsfdcterms

All new DocuSign for Salesforce subscribers will be entitled to receive a 30 Day Free trial. At the end of the 30 Day free trial, your plan will expire and you will need to choose a paid subscription plan instead. If you do not choose a paid subscription plan, your service will be automatically suspended for 14 days after which if you have still not opted into a paid subscription plan, your licences will be canceled and any documents or templates that you had stored in DocuSign will be deleted. There is a maximum of 10 users permitted on the 30 Day Free Trial plan. 

You can manage your Telstra Apps Marketplace applications online at marketplace.telstra.com

The pricing in this Critical Information Summary is for a full billing cycle but your first bill may include pro-rata charges for part of the month if you started or changed your plan partway through a billing period – refer to the ‘Important information about your first bill’ section below for more information.

You’ll find more information at telstra.com/business. If you have questions about your bill, technical support service or connection, please call us on 13 2000 or 1800 808 981 (TTY).

If you need to make a complaint you can:

• call 13 2000 and say “complaint”

• call your Client Executive if you have one

• visit telstra.com/business/complaints

If we can’t resolve your complaint to your satisfaction, you can contact the Telecommunications Industry Ombudsman by phone on 1800 062 058. For full contact information go online at tio.com.au/about-us/contact-us