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Video

Pega Powers Digital Transactions with DocuSign

Pega and DocuSign have partnered to bring the power of digital transaction management to Pega apps. This short video shows how any Pega process can quickly and easily incorporate digital signatures with built-in DocuSign integration.


Transcript:

Imagine a fully digital world where Pega Systems can offer its customers a faster, easier, and more secure way to send, sign, and manage documents while reducing costs and accelerating business. Imagine a world where companies transact their most important business anytime, anywhere, on any device. Welcome to DocuSign, the global leader in digital transaction management. Pega systems customers use DocuSign's market leading e-signature technology to quickly and securely capture signatures digitally within Pega applications across many industries like healthcare, insurance, and financial services. Let's see how DocuSign simplifies the lives of financial services companies and their customers. Andy, a customer service agent for U-Bank receives a call from Sarah to open a new credit card. Normally, this task would take over a week because of the conventional method of sending, signing, and completing the application.

Using DocuSign that is seamlessly embedded into Pega solution, Andy keeps Sarah on the line, while he quickly generates the request and securely sends her a credit card application. Sarah immediately notices an email notifying her about the new application. DocuSign is simple and requires no training or software to install. Once Sarah selects review document, she is taken to the signing experience to review the application, fill in any required data, and then sign. In real time, Andy gets an alert that the transaction has been completed. The signed credit card application is automatically attached in Pega, and the downstream processing to issue Sarah's credit card has already started. The entire transaction was completed in minutes with no manual or paper processes involved making it a truly end-to-end digital process. Combining Pega and DocuSign provides customers with a connected, collaborated, and frictionless digital experience resulting in faster turnaround time, reduced costs, and increased efficiency.


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