DocuSign Integration

Anaplan for DocuSign

Whether you are negotiating a contract, growing your workforce, or managing logistics, you need an iterative workflow that works within, across, and outside of your organization. You need to work with partners, candidates, and suppliers and complete transactions with speed, security, and precision.

With Anaplan’s DocuSign Integration, you can close the gap between planning and execution by connecting data, people, and plans. Gain a competitive advantage by hiring candidates and closing deals faster, thanks to the combination of Anaplan’s intuitive planning platform and DocuSign’s electronic signing capabilities—without additional training, logging, or IT involvement.

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Key Features
  • Connect Anaplan to your DocuSign templates
  • Track each document’s workflow live
  • Sync your workflows back to Anaplan for embedded tracking

Use cases include territory, quota, and compensation agreements, as well as invoice processing, expense reporting, offer letters, performance appraisals, NDAs, and more.