DocuSign May 2018 Product Update

DocuSign May 2018 Product Update

DocuSign May 2018 Product Update

DocuSign is updating their product! You can learn more about this update by clicking here.

Here are some highlights direct from DocuSign’s email update:

Bulk Send Enhancements
Bulk Send allows you to easily and powerfully send hundreds of envelopes at once so you can save time and ensure compliance. And now you can include multiple recipients in each bulk envelope (e.g. an employee and their manager), use any recipient type (e.g. Needs to Sign, Receives a Copy, etc.), and dynamic envelope custom fields to track bulk envelopes better.

Bulk Send is included in Business Pro and above; these enhancements are live in Demo now and will be in Production in May. For more information, take a look at the Support guide.

PowerForms Enhancements
With PowerForms, you can generate on-demand, self-service documents for signature via a unique, secure URL ideal for use cases such as waivers, NDAs, and more. And now you can quickly compose PowerForms with step-by-step guidance, easily download the data from PowerForm responses, and manage or update the templates on which the PowerForms are based.

PowerForms is available in Business Pro and above; these enhancements are live in Demo now and will be in Production in May. For more information, take a look at the Support guide.

Coming Soon
DocuSign says they plan to deliver the following capabilities in upcoming releases:

  • Delegated Administrative Permissions: We are empowering administrators to further control specific functionality and tasks their administrators have on their account with two delegated administrative permissions – Account Settings and Reporting. (Available in Business Pro and above in May).
  • Auto-Activate User Memberships: We are adding the ability for organization administrators to automatically activate user memberships, removing the requirement for users to activate their accounts via email. (Available in the Access Management with SSO add-on and in Enterprise Pro in May).
  • Support for California eNotary: We are expanding support of eNotary to include California (in addition to these nine states) to allow senders to request notarial acts and provide Notaries with the ability to host an in-person signing session within the U.S. (Available in Enterprise Pro in May).
  • DocuSign for Salesforce CPQ: We are adding a Salesforce CPQ extension that enables DocuSign for Salesforce users to send with DocuSign directly from the Salesforce CPQ app, creating a seamless process for configuring, pricing, quoting, and collecting signature. (Available in the DocuSign for Salesforce Managed Package in May).

 

Sponsorship for our 2018 Sales Summit is open.

Sponsorship for our 2018 Sales Summit is open.

Sponsorship for our 2018 Sales Summit is open.

Every year, we come together at the Client One Sales Summit. We learn from one another. It’s another thing that makes us more than just a broker-dealer — we’re extended family. You’re a part of that.

Client One has seen incredible growth the past few years! Last year, our Gross Dealer Commissions (GDC) was up 38 percent, and we’re tracking 25 percent over that this year! Our industry partners are part of that success, we thank you and want to continue your support! Now, let’s keep it going!

If you’re ready to grow your business with Client One, we still have exclusive opportunities and sponsorship opportunities available. Take the main stage, host a breakout session and share your story. This year’s venue is located at the Westin Kansas City at Crown Center on July 16-18, 2018.

If you become a sponsor, we’ll continue to share your story year-round, as well — our partners can gain access to Client One advisors throughout the year with multiple touch points!

Download the sponsorship guide »

Explore sponsorship levels that reveal a multitude of unique ways to reach prospects through the Client One Sales Summit and beyond.

About Client One Advisors

CreativeOne is a diversified financial services organization, and that’s where you’ll find Client One Advisors.

Many of our advisors are versatile, holistic planners who offer securities alongside fixed indexed annuities and life insurance. In fact, our initial advisors joined us due to CreativeOne’s partnership and ease of placing their fixed indexed annuities business. Client One is one of the few broker-dealers that has a deep footprint in the annuity space. Because of this, many of our advisors have significant books of business outside of Client One.

Enjoy More of Kansas City

And while you are in Kansas City, see what other things you can do around town!

Take your first step and contact the Client One team to learn more about a sponsorship today by calling 888.909.9399.

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