If you require your data and templates to be transferred to your paid DocuSign for Salesforce Edition, you must request this to be done by us prior to expiry of your Trial. DocuSign for Salesforce subscription Editions If you choose the DocuSign Standard for SFDC Plan, you will have access to the features set out in the below: DocuSign Plan Features Standard for is a limit of 5 user licences on this plan SFDC Plan FREE Concierge Service Signing documents (Unlimited) Sending documents for signature (100 envelopes per licence per year) Reminders & Notifications Personalised Business Branding Basic tags and signing fields Reusable templates Basic Workflows Real Time Audit Trail Integrates with Box, O365 and more Supports Multiple languages If you choose the DocuSign Pro for SFDC’, Pro plus ‘Business ‘Business Premier Support for SFDC’, or Pro plus Enterprise Premier Support ‘Business for SFDC’ Plan you will have access to the features set out in the below: Features Business Business Business Pro for Pro plus Pro plus SFDC Premier Enterprise Support Premier for SFDC Support for SFDC is no limit on the user licences    you can have on this plan Salesforce Connector    Signing documents (Unlimited)    Sending documents for signature (100 envelopes per licence per    year) Signing attachments    Bulk send    Power Forms    Collaborative fields    Reminders & Notifications    Personalised Business Branding    Basic & Advanced Fields    In person signatures    Advanced authentication options    Reusable templates    Workflows   
If you require your data and templates to be transferred to your paid DocuSign for Salesforce Edition, you must request this to be done by us prior to expiry of your Trial. DocuSign for Salesforce subscription Editions If you choose the DocuSign Standard for SFDC Plan, you will have access to the features set out in the below: DocuSign Plan Features Standard for SFDC Plan is a limit of 5 user licences on this plan FREE Concierge Service Signing documents (Unlimited) Sending documents for signature (100 envelopes per licence per year) Reminders & Notifications Personalised Business Branding Basic tags and signing fields Reusable templates Basic Workflows Real Time Audit Trail Integrates with Box, O365 and more Supports Multiple languages If you choose the DocuSign ‘Business Pro for SFDC’, ‘Business Pro plus Premier Support for SFDC’, or ‘Business Pro plus Enterprise Premier Support for SFDC’ Plan you will have access to the features set out in the below: Features Business Pro for SFDC Business Pro plus Premier Support for SFDC Business Pro plus Enterprise Premier Support for SFDC is no limit on the user licences you can have on this plan    Salesforce Connector    Signing documents (Unlimited)    Sending documents for signature (100 envelopes per licence per year)    Signing attachments    Bulk send    Power Forms    Collaborative fields    Reminders & Notifications    Personalised Business Branding    Basic & Advanced Fields    In person signatures    Advanced authentication options    Reusable templates    Workflows   
docusign-for-salesforce.docx