DocuSign hosted a webinar for TechSoup partners to discuss how non-profits can benefit from electronic signatures. They demonstrated how DocuSign allows non-profits to digitize processes like client intake forms and volunteer waivers through features like conditional logic, attachments, and audit trails. DocuSign also discussed how their eSignature solution saves organizations time and money by streamlining workflows and allowing remote signing. Finally, DocuSign provided information on discounted pricing for TechSoup partners and encouraged attendees to contact their representatives or TechSoup for more details.

1. DocuSign PUBLIC
DocuSign PUBLIC
DocuSign PUBLIC
Live out your mission
with DocuSign
TechSoup Partnership Webinar
Kelli Pellino - RVP DocuSign Nonprofit Team
Tucker Minor - Account Executive DocuSign Nonprofit Team
Kim Olson - Account Executive DocuSign Nonprofit Team
Ben Crawford - Solution Engineer DocuSign Nonprofit Team

2. DocuSign PUBLIC
Agenda
Why we you here?
Industry Perspective
Demo
Recap
Next Steps
1
2
3
4
5

3. DocuSign PUBLIC
DocuSign PUBLIC
Why are we here?

4. DocuSign PUBLIC
Why move your processes digital with DocuSign?
How will DocuSign Impact NPOs
Digitized process
Process automation
Security & compliance
Outcome Impact
Productivity & cost savings
Increased bandwidth and
improved client experience
Documents and data are kept
secure, establishing trust &
brand loyalty

5. DocuSign PUBLIC
Typical agreement process

6. CONFIDENTIAL 6
Generate
Send for Review
Redline
Clause Library
Workflow
Prepare
Route
Identify
Sign
Evidence
Sign
Update Systems
Store Agreements
Trigger External
Workflows
Act
Repository
Concept Search
Agreement
Analytics
Manage
The DocuSign Agreement Cloud
Our Focus

7. DocuSign PUBLIC
DocuSign PUBLIC
Industry Perspective

8. DocuSign PUBLIC
Nonprofits that use eSignature see real benefits
$36
average savings
for every agreement signed
82%
of agreements
completed
in one day
128 hours of staff
time per month
are saved on average
by using eSignature to
reduce client intake times

9. DocuSign PUBLIC
128 hours per month of staff time are saved on average
by using electronic signature for client intake
2
Finding which forms need to be included in the
intake package
3 Getting clients to sign the forms
1
Securely collecting and storing personal and/or
health information
Top intake process pain points for nonprofits

10. DocuSign PUBLIC
Poll:
What departments
at your organization
would benefit the
most from electronic
signatures?
Program Management
Finance & Operations
Human Resources
Fundraising & Development
All The Above

12. DocuSign PUBLIC
DocuSign PUBLIC
Demo

13. Energy Assistance Application
● Self-Service (PowerForm)
● Conditional Logic
● Attachments
● Audit Trail
Volunteer Waiver
● Bulk Send (Mail-merge)
● Export to OneDrive
● Data Export to Spreadsheet

14. DocuSign PUBLIC
Intake Form Workflow
Initiates Energy
Assistance Application
from website via
DocuSign.
Workflow
Receives and signs
agreement + reviews and
processes Application.
Completed
agreements
emailed to all
participants.
All documents tracked and
stored in DocuSign + robust
audit trail produced.
Andy Applicant Patty Program
Manager
Everyone

15. DocuSign PUBLIC
Volunteer Registration Workflow
Initiates Volunteer
Registration Form in
DocuSign and uploads
spreadsheet with list
of volunteers.
Workflow
Receives and signs
volunteer waiver.
Receives and
reviews documents
and data
automatically stored
in OneDrive.
All documents tracked and
stored in DocuSign +
supplemental document is
included in audit trail.
Andy Admin Vickie Volunteer Processing
Team

16. DocuSign PUBLIC
DocuSign PUBLIC
Recap

17. DocuSign PUBLIC
How DocuSign eSignature delivers value to NPOs
*Available in Release 3
Signing
Experience
Sending &
Signing Workflows
Integrations
& APIs
Security
& Compliance
Accelerate agreements
with an intuitive signing
experience across virtually
any device
Eliminate manual
tasks with
configurable and
automated workflows
Save time by seamlessly
connecting eSignature
with the tools your teams
use everyday
Mitigate risk with
enterprise-grade
security and compliance
controls
Responsive Signing
SMS Delivery
Authentication and ID Verification
Mobile App on iOS & Android
Supplemental Documents
Notary
eWitness
Delegated Signing*
Advanced Recipient Routing
Signing Insights
Signing Groups
PowerForms
Bulk Send
Agreement Actions
Schedule Send*
350+ Pre-built Integrations
Complete & Highly Customizable API
Connect
Retrieve
Unrivaled Security & Adv. Compliance
(i.e, FedRAMP Moderate & IL4
Provisional Authorization, HIPAA, etc.)
99.99% Availability without
maintenance downtime
Org Management
Access Management
DocuSign Monitor
CFR Part 11 Validator

18. DocuSign PUBLIC
18 | DocuSign PUBLIC

19. DocuSign PUBLIC
DocuSign PUBLIC
TechSoup Discount

20. DocuSign PUBLIC
Advance Solutions
● DocuSign Business Pro
● DocuSign Enterprise Pro
● DocuSign CLM (Contract Lifecycle Management)
● DocuSign Business Pro for Salesforce
● DocuSign Enterprise Pro for Salesforce
20

21. DocuSign PUBLIC
DocuSign PUBLIC
How to Learn More!

22. DocuSign PUBLIC
Scan the QR Code to…
22
Request this offer now
from TechSoup
Get in touch with DocuSign to
learn more about the products or
email techsoup@docusign.com

23. DocuSign PUBLIC

25. DocuSign PUBLIC
DocuSign PUBLIC
Q&A
For additional information please email:
techsoup@docusign.com