Pegasystems integrates DocuSign esignature tech into CRM platform

Source: Pegasystems

Pegasystems Inc. (PEGA), the software company empowering the world's leading enterprises with strategic business applications, and DocuSign, the leader in Digital Transaction Management (DTM) solutions, today announced a technology partnership that will integrate DocuSign Inc.'s eSignature and DTM platform with Pegasystems' Customer Relationship Management (CRM) applications and platform.

By fully digitizing the signature process, Pegasystems can offer its clients a faster, easier, more convenient, and secure way for their customers to sign, send, and manage documents while reducing the costs and hassles of working with paper to transact business.

Despite industry buzz around digital transformation, many enterprises today still needlessly require paper-based signatures to process transactions. Consider, for example, that the average new home buyer needs to sign their name more than 100 times in financial documents before closing. Not only is this a laborious experience for the consumer, it also slows the pace of business and delays revenue while causing significant printing, processing, and shipping costs.

Now Pegasystems customers can easily deploy DocuSign's market leading eSignature and DTM technology to quickly and securely capture decisions, approvals, and signatures 100 percent digitally within all Pegasystems applications as well as any custom application built on the Pega 7 platform. This enables organizations to immediately increase productivity, reduce costs, and speed time to revenue while at the same time delight customers and partners with a better overall experience.

The integration of DocuSign into Pegasystems applications will immediately benefit Pegasystems' clients across industries by reducing the tedium of signing and processing critical documents such as:

  • Insurance policy applications and claims forms
  • Healthcare claims and HIPAA paperwork
  • Financial services onboarding documents and loan applications
  • Telecommunications service installations and product upgrade approvals

Available today for Pegasystems and DocuSign customers, the DocuSign Connector and Service delivers out-of-the-box integration with no custom development.  

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