How the Docusign eSignature app revolutionized the customer experience during the pandemic with virtual, face-to-face, and secure signing interactions in Zoom Meetings
The Docusign eSignature for Zoom app provides the ability to create a virtual, live signing experience, allowing for a more personalized and engaging customer interaction. By leveraging this app, businesses can build stronger trust and loyalty with their clients while also expediting the process of reaching agreements in a secure environment.
What challenges did customers face before Docusign built with Zoom?
The Docusign eSignature app was initially driven by the digital transformation forced by the pandemic. However, even as in-person options became available again, many customers continued to use the app due to the convenience and efficiency it provided. The main use cases identified include the real estate, legal, financial services, and public sectors. Rental services also emerged as a significant use case, with institutions embracing digitization efforts and leveraging the app for processes like loan applications.
In financial services, users can now manage high-value contracts that would traditionally have required all parties to meet in a physical branch office. Real estate agents can now use the app to conduct transactions virtually, increasing flexibility and providing a seamless signing experience. These specific use cases were identified through customer feedback, highlighting the need for a solution that integrates Docusign with Zoom.
The Docusign eSignature app’s ability to provide a better way of conducting business remotely has resonated with customers, leading to continued adoption in hybrid work environments.
Why Docusign chose the Zoom platform
The Docusign team decided to build their app with Zoom in response to customer feedback and the changing work environment during the pandemic. Previously, parties would typically meet in person, but when that option became more complicated, customers expressed the need for a seamless way to conduct high-value transactions and sign important agreements in a virtual setting. With the launch of the Zoom Apps SDK, the Docusign team saw an opportunity to address this gap and provide a better experience by integrating Docusign within the Zoom client and responding to an evolving work environment.
This integration specifically caters to industries like real estate, where agents used to rely solely on in-person meetings. The introduction of the Docusign eSignature app allowed real estate agents to control the user experience, providing privacy and efficiency while meeting their customers anywhere – in Zoom. Ultimately, Docusign’s decision to build with Zoom was driven by the desire to meet customer needs and deliver an enhanced experience in the new hybrid work environment.
What solution does the Docusign eSignature integration with Zoom provide?
The current process for legal review is disjointed and broken, involving sending PDFs or Word documents via email for internal and external review. - Tony Ramoutar - Senior Product Manager, Integrations at Docusign
There are situations where counterparties need to execute agreements but are unable to be in the same room due to distance or for legal or sensitivity reasons. With Zoom, it is possible to bring people together in a virtual setting, especially for sensitive documents like nondisclosure agreements. This has significant implications for some legal use cases as it allows parties to be in different locations, yet still sign documents eligible for e-signature using the Docusign eSignature for Zoom app. The app includes features to make signing documents easier and helps mitigate the risk of accidentally sharing sensitive information with the wrong individuals — enhancing security and giving users peace of mind. The added security measures are particularly valuable for high-stakes transactions.
Tips and recommendations to the developer community
Working with the Zoom Developer Platform and partner teams stood out to the Docusign team as one of the easiest to work with. Overall, the app development process was efficient, and the collaboration with the Zoom team was positive. The app was developed with a small team in a relatively short period of time of around four to five months. The process was smooth, and the Docusign team recommends leveraging the helpful support and guidance available from the Zoom team, including assistance with API usage and installation experience. Working with Zoom was easy and pleasant, even for a relatively new app platform.
Additional references about the Docusign eSignature app:
- The Docusign eSignature app is part of the Zoom ISV Partner Program
- The Docusign eSignature app on the App Marketplace
- The Docusign eSignature app is a Zoom Essential App. These apps have paid features that are available for free for Pro, Business, and Business accounts