Make your Docusign workflow work.
UK implementation, integration and support for Docusign® eSignature. Start with a scoped workflow review: map document generation, signing and storage, then agree the changes and acceptance tests.
- Setup, integration and admin under one team
- Document generation plus signing
- Clear scope and price before work starts
Everything around your Docusign account
Most teams buy Docusign for one process, then find templates, users, integrations and renewals need someone who knows the platform. That is the work we do.
Setup and rollout
Account structure, branding, users and permissions, templates, single sign-on and training, done once and done properly.
Docusign implementationIntegrations
Connect eSignature to Salesforce, Microsoft 365, SharePoint, Dynamics 365 or your own applications through the API.
Docusign integrationsSalesforce
Send for signature from opportunities, quotes and custom objects, with signed documents and status written back to Salesforce.
Docusign for SalesforceGenerate and sign
Produce personalised documents from your data, then send them for signature in one flow. Our speciality.
Generate and signManaged admin
A named specialist handles users, templates, changes and questions each month, so your team does not have to.
Docusign admin supportMoving to Docusign
Move templates and processes from another e-signature tool, or from paper and email, with each flow tested first.
Migration to DocusignFixed scope packages
Each package has a written scope and a fixed price agreed before work starts. Ask for a quote for your organisation.
Account Review
A scoped review of how your account is set up and used, with a written summary of agreed findings. Scope and price are confirmed before work starts.
- Users, plan and envelope use
- Templates and sending practice
- Security and sign-in settings
Quick Start
Get a new or underused account working for your first processes.
- Account and branding setup
- Agreed set of templates
- User training and handover
Integration
Connect Docusign to one system, end to end.
- Salesforce, Microsoft 365 or API
- Signed copies filed automatically
- Tested before go-live
Managed Admin
Monthly support from a named specialist.
- User and template changes
- Help for your senders
- Renewal and usage review
Specialists in the documents behind your agreements
We have spent years building and running the platforms that produce customer documents for insurers, banks and public bodies. Docusign is where those documents get signed.
What you get
- One team for setup, integration and day to day admin
- Templates and fields tested against agreed sending rules
- Signed documents and data filed back where they belong
- Plain English handover your team can maintain
Where we fit best
- Insurance, financial services and legal teams in the UK
- Organisations sending agreements from Salesforce or Microsoft 365
- Teams that generate documents from data before signing
- Accounts that grew quickly and now need tidying up
Docusign for regulated UK sectors
Insurance
Proposals, policy documents, mid-term changes and claims forms, signed and stored with an audit trail.
Docusign for insuranceFinancial services
Client onboarding, account opening and suitability documents, with identity checks where needed.
Docusign for financial servicesLegal
Engagement letters and agreed signing workflows, with document eligibility and witnessing requirements reviewed by your legal team.
Docusign for law firmsFrequently asked questions
What does a Docusign implementation partner do?
A specialist sets up your Docusign account, builds templates, connects it to the systems you use and trains your team. Bentech also offers ongoing admin support, so changes and questions are handled by someone who knows your setup.
Do I need help, or can I set up Docusign myself?
Simple use, such as uploading a PDF and sending it, needs no help. Teams bring us in when they need templates for many senders, single sign-on, integration with Salesforce or Microsoft 365, documents generated from data, or a tidy-up before renewal.
Can you work with our existing Docusign account?
Yes. Most of our work is on accounts clients already have. We start with a review of how it is set up and used, then agree what to change.
Is Bentech part of Docusign?
No. Bentech is an independent UK services company that sets up, integrates and supports Docusign for its clients.
Docusign® and Docusign eSignature are trademarks of Docusign, Inc. Bentech provides its own implementation, integration and administration services. Features depend on your Docusign plan and the agreed scope. Licence quotations require a confirmed authorised distributor route.
Talk to a Docusign specialist
Tell us what you use today and what you want to fix or build. A specialist will reply, not a sales team.
Start a conversation
Tell us your Docusign plan, the systems it needs to work with and what is not working. The first 30-minute call is free and without obligation.
Send an enquiryor email [email protected]
UK