Last week, I spent a few days in Seattle with fellow channel and partnership team member Rylan Hall and our friends from DocuSign. Rylan and I enjoyed putting faces to names of people we’ve been working with, spent some time training DocuSign team members on Octiv and our integration and highlighted some recent product updates.

We also hosted a Lunch & Learn with the DocuSign sales team, where we gave a quick recap to new team members of our partner relationship:

  • DocuSign and Octiv began partnership in April 2015
  • As the market leader, DocuSign is the only third party eSignature provider Octiv has chosen to integrate into the platform
  • Octiv account executive Bri Bowen spoke at DocuSign’s annual sales kickoff about working together on deals
  • Octiv was a finalist in the Partner Innovation Showcase at DocuSign Momentum 2017

Why Octiv + DocuSign?

Octiv and DocuSign work as complementary solutions to solve a big problem for clients: the amount of time spent on documents. With HTML-first documents, Octiv generates and more flexibly supports authoring, redlining and reporting than non-HTML-based document solutions. This, paired with a seamless DocuSign integration, empowers clients to solve business problems and streamline document and contracting workflows that would otherwise leave them stumped with a sub-optimal solution.

What’s Next?

DocuSign and Octiv will work to continue to grow our mutual client list, especially in areas like Microsoft Dynamics CRM. Salespeople use CRM systems like Microsoft Dynamics to collect, access and share valuable customer information, and the integration with Octiv and DocuSign creates a seamless sales process from prospect to customer.

DocuSign is joining Octiv and Velocify for a webinar on June 26 on The Future of Work. Registration is free, and still open! Join us for the live webcast that will explore how businesses can boost productivity and enhance the customer experience with the right technology.