Manual document creation tasks
steal hours away from your day. 

Your work day is difficult enough without the drudgery of creating the same documents over and over again. Copying and pasting data in an endless stream of documents is a sure way to kill your productivity.

• Maybe you're sick of the old-fashioned copy-and-paste way of creating personalized documents…
• Maybe your document workload is backed up and your clunky manual document methods just don't work efficiently enough anymore…
• Or maybe you've finally admitted that not using DocuSign automations is stealing hours away from your day you can't afford to lose!
  This is NOT the way you want every working day to be, is it?

DocuSign integrations can easily
automate your repetitive tasks.

You may know that DocuSign is an extremely powerful automation software when it's integrated with your back-end systems. If you've ever watched any of my Docusign video tutorials, then you know there are many ways automation of document creation can significantly boost your productivity.

Maybe you've even tried to use DocuSign to build automation on your own. But you've run into problems figuring out all how to integrate DocuSign.

If you're a savvy admin or IT professional, you may have already figured out there's a lot to know.

You may be struggling to integrate DocuSign the right way so it works for your needs.
And that's a complex problem...

DocuSign is difficult to set up, learn, and automate on your own. 

• How do you create prefilled DocuSign documents using the data you already have on file?

• How do you send documents in 1 click from your database without manual work?

• How do you track if your documents have been signed?

• How do you automatically save signed documents into your folders?

You will quickly realize that when you set up DocuSign based on a limited knowledge of how it works, you won't leverage its full potential. You'll miss out on important functionalities. You may find yourself wasting hours and hours online watching DocuSign videos and searching YouTube for answers. 

Is this the best you can do?

There's an
easier-hassle-free way to work.

Stop using DocuSign the hard way. There's an easier-hassle-free way to make document automation fast and efficient. Get expert guidance to speed up your learning curve and automate your documents.

What if you could:

• Automate the creation of all your documents in 1 click without manual entry

• Send documents for signature directly from your CRM

• Save hours of copy and paste labor and increase your productivity

• Track the signature status of all your documents directly from within your favorite tools?

• Get all your signed documents to automatically sync in your folders?

• Enable auto-renaming so that your PDFs are saved with your preferred naming standard?

• Save tens of hours of on paperwork every month

You can. You just need training from a DocuSign Expert.

DocuSign Expert. Founder at Solusign

Hi, I’m Sofian.

From 2019, I worked at DocuSign as an Implementation Consultant and Trainer.

Since then, my technical skills and vast experience with DocuSign setup and implementation have allowed me to help over 1000+ businesses completely automate their document workflows.

Fortunately, as a Workflow Automation Consultant, I’ve got a proven solution to — quickly and easily overcome bottlenecks created by a lack of automation in document workflows.

I’ve helped thousands of my students streamline their document workflows and save thousands of hours and reduce their stress at work.

I’m truly passionate about helping busy professionals like you save all the time stupidly wasted on mundane and repetitive document-related tasks. And that’s why I’ve dedicated my life to teaching document automation. 

What you’re about to hear are quick and easy solutions to streamline your document creation, signature collection, and automate manual tasks I cover in detail in my DocuSign courses.

Introducing:
DocuSign Automation Mastery

DocuSign Automation Mastery is a self-paced Document Automation Program with Tailored Support and Advice

Course Outline

Please click the arrow on each module's right to see the details.

Program Outline

🗺️ Module 1: The Blueprint of Efficiency – Unraveling Workflow Complexities

Learn to design an ideal automated workflow, integrating DocuSign with essential tools like your CRM or any other databases for seamless document management. 

• Lesson 1.1: "From Chaos to Order: Mapping Your Current Document Workflow"
• Lesson 1.2: "Identifying Bottlenecks in Your Workflows"
• Lesson 1.3: "Drawing Your Dream Document Workflow"
  •  
  • Clear Understanding of Current Processes: Gain a thorough understanding of your existing document workflows.
  • Identify Improvement Areas: Spot critical inefficiencies and bottlenecks in your current system.
  • Customized Workflow Design: Learn to design a document workflow that best suits your business needs. 
  • Enhanced Efficiency: Develop strategies to streamline document handling for increased efficiency.
  • Reduced Errors: Identify areas prone to errors and learn how to minimize them.
  • Time-Saving Techniques: Implement practices that save time in document processing. 
    
    • Strategic Planning Skills: Develop the skill to strategically plan and optimize workflows.
    • Improved Document Management: Learn better ways to manage and organize documents.
    • Enhanced Team Productivity: Boost overall team productivity through improved processes.
    • Foundation for Automation: Set a solid foundation for integrating automation tools like DocuSign and CRM systems. 

🪄 Module 2: Turning The Dream Process Into Actionable Plan

To bring your dream document workflow to life, we'll align your document templates with your CRM/database setup. No CRM yet? We'll guide you in setting up one for free.

• Lesson 2.1: "Getting Your Document Templates Ready for Automation"
• Lesson 2.2: "Getting Your CRM Ready for Automation"
• Lesson 2.3: "How to Build Your Own CRM If You Don’t Have One" 
  • Seamless Template Integration: Learn to perfectly align your document templates with your CRM for smoother automation.
  • CRM Optimization: Prepare your CRM for efficient interaction with your document management system.
  • DIY CRM Setup: Gain the know-how to set up your own CRM system from scratch, if you don’t already have one.
  • Practical Skills in Automation: Develop practical skills for automating document-related tasks.
  • Customization Techniques: Learn to customize both CRM and document templates to suit your specific business needs.
  • Cost Savings: Avoid the expense of purchasing CRM systems by learning to build your own.
  • Enhanced Data Accuracy: Ensure accurate data transfer between your documents and CRM.
  • Increased Operational Efficiency: Streamline both your document handling and customer relationship management.
  • Empowerment through Technology: Gain independence and confidence in using tech tools for business optimization.
  • Long-term Scalability: Establish systems that can grow and adapt with your business needs.

Module 3: Automated DocuSign Templates – Your Gateway to Document Automation

Follow this module to master the art of creating integrated DocuSign templates, which are essential for automating any type of document: sales contracts, forms, I-9, W-9, etc.

• Lesson 3.1: "Preparing Your DocuSign Account for Automation"
• Lesson 3.2: "Dynamic Template Creation in DocuSign" (mail merge)
• Lesson 3.3: "Static Template Creation in DocuSign" (fillable forms)

1. Comprehensive DocuSign Setup: Learn how to optimally prepare your DocuSign account for full-scale automation.
2. Dynamic Template Mastery: Master creating mail merge templates in DocuSign for personalized document automation.
3. Proficiency in Static Templates: Gain expertise in creating fillable forms for a variety of document types.
4. Versatility with Documents: Acquire the skill to automate various documents, from contracts to forms like I-9s and W-9s.
5. Increased Document Accuracy: Ensure higher accuracy in automated documents, reducing errors.
6. Time Efficiency: Save significant time by automating repetitive document tasks.
7. Customization Skills: Learn to customize templates to fit the unique needs of your business.
8. Improved Client Experience: Deliver a smoother, more professional experience to clients with automated documents.
9. Greater Control: Gain more control over your document processes with tailored DocuSign features.
10. Scalability in Operations: Equip yourself with the tools to scale up your document processes as your business grows.

Module 4: Set up Integrations To Auto-Create, Send, Track, and Save documents.

Connect and synchronize DocuSign with your CRM/database and document storage, enabling automatic document creation, tracking, and storage.

• Lesson 4.1: "Connecting DocuSign with Your CRM or Database Using Zapier"
• Lesson 4.2: "Sending Personalized Documents in 1 Click"
• Lesson 4.3: "Automatically Saving Signed Documents in Google Drive"
• Lesson 4.4: "Auto-Renaming and Saving PDFs the Way You Like"

1. Effortless Integration: Learn to easily connect DocuSign with your CRM or database using Zapier for streamlined processes.
2. One-Click Document Sending: Master the technique of sending personalized documents with just a single click.
3. Automatic Document Storage: Discover how to automatically save signed documents in Google Drive, ensuring secure and organized storage.
4. Customized PDF Management: Gain the ability to automatically rename and save PDFs according to your preferred system.
5. Increased Productivity: Eliminate manual document handling, significantly boosting your productivity.
6. Error Reduction: Minimize errors in document processing with automated systems.
7. Personalization at Scale: Learn how to send personalized documents efficiently, even in bulk.
8. Enhanced Document Security: Ensure better security and accessibility of documents through automated storage.
9. Streamlined Workflow: Create a more streamlined, efficient workflow by integrating your essential tools.
10. Consistency in Documents: Achieve consistency in document naming and storage, making retrieval and reference easier.

Module 5: Navigating the Road Ahead – Troubleshooting and SOPs

Equip your team with strategies to maintain, update, and troubleshoot your automated systems, ensuring long-term efficiency and ease of use.

• Lesson 5.1: "Updating Templates and Workflows Made Easy"
• Lesson 5.2: "Fixing Problems When Automation Doesn’t Work"
• Lesson 5.3: "Creating Easy Guides for Your Team to Follow the Process"

1. Simplified Updates: Learn efficient methods to update templates and workflows as your business evolves.
2. Effective Troubleshooting: Acquire skills to quickly identify and fix issues when automation systems falter.
3. Team Training Made Simple: Master the art of creating easy-to-follow guides to train your team on new processes.
4. Long-term System Efficiency: Ensure your automated systems remain efficient and up-to-date over time.
5. Empower Your Team: Equip your team with the knowledge to independently handle system updates and troubleshooting.
6. Confidence in Problem-Solving: Build confidence in addressing and resolving automation hiccups.
7. Smooth Operational Continuity: Ensure continuous smooth operation of your document workflows.
8. Process Standardization: Standardize processes across your team for consistency and efficiency.
9. Enhanced Team Collaboration: Foster better collaboration and understanding among team members.
10. Sustainable System Management: Lay the foundation for sustainable, long-term management of your automated document workflows.

---------- 

You probably have a basic understanding of DocuSign but you've gone as far as you could on your own and now you're ready to learn more; you want to automate the way you create, send, track and store documents but you don't have time to figure it out on your own.

My name is Sofian and I've helped thousands of businesses streamline their document-related processes using DocuSign. 

Think of me as your virtual DocuSign support guide. Working with me, you'll learn:

1) HOW TO STREAMLINE CLIENT & STAFF ONBOARDING WORKFLOWS: By integrating DocuSign to automate your sales and new hire onboarding process.

2) SEND PREFILLED DOCUMENTS IN 1 CLICK: Learn how to send ready-to-sign documents from within the apps you use daily without manual entry.

3) TRACK THE STATUS OF YOUR DOCUMENTS IN YOUR APPS: Easily see whether your clients, new hires, (or anyone else) has signed your documents directly inside your database of choice.

4) AUTO-SAVE SIGNED DOCUMENTS IN YOUR FOLDERS: A document has been signed? Watch them automatically upload themselves in a cloud folder like Google Drive, SharePoint, Dropbox, etc.

Why you need a 'Chief Automation Officer'

To successfully automate document workflows, you need an expert on your team (and I don't mean me)!

We recommend every team has a 'Chief Automation Officer' (CDO). Someone on your team who is an expert with DocuSign and all the other apps you use on a daily basis, someone who is responsible for keep improving processes, who can help train new team members and reinforce best practices.

My goal is to make your CAO an Automation Master, just like the experts on my team!

Working with your CAO, our experts will guide you on how to set up your templates and integrations. We'll save you time by telling you exactly how to set up common types of projects.

Introducing... DocuSign Automation Mastery!

The DocuSign Automation Mastery program is perfect for beginners who are brand new to DocuSign or for people who have used DocuSign for a while without any integrations and need help streamlining paperwork!

This at-your-own-pace course outlines the process I've used for years working with hundreds of one-on-one clients. Your CAO will be guided through the steps to set up and integrate DocuSign with your database and storage folders so you can get it right from day one (and not have to rebuild it all from scratch later). We will teach you how to integrate DocuSign with any app your team uses and share all the best practices to follow to ensure your automation gives you your time back.

You can get help directly from me at any time via email or by joining weekly group coaching calls! There are also options to get additional one-on-one support and team training run by me and my team!

What's included? 

Does this sound like you:

❌ "I'm frustrated with the amount of time wasted on repetitive manual tasks."

❌"It angers me that our current system is slow and prone to errors."

❌"I'm annoyed by the delays in document turnaround times due to manual processing."

❌"The constant manual handling of documents and the potential for human error is infuriating."

❌"I'm frustrated with the limitations of our current system and how it hinders our growth."

❌"I'm upset about the extra hours my team and I have to put in due to inefficient workflows."

❌"The fact that we haven't moved to a more automated system yet makes me angry."

❌"I'm irked by the lack of integration between DocuSign and our other systems, causing disjointed workflows."

Expert Guidance

Learn from Sofian, an ex-DocuSign employee with 5 years of experience in the document automation and onboarding workflow space. Benefit from insights and knowledge you won't find anywhere else.

Hands-On Learning

Get practical, hands-on training with live video sessions, where you will learn to build systems that put your onboarding processes on autopilot.

Exclusive Resources

Access a treasure trove of resources, including templates, checklists, and workflow maps, to fast-track your automation journey.