Automate Your Docusign Workflows in 5 Weeks

TIRED OF DEALING WITH THE TEDIOUS, TIME-CONSUMING TASK OF MANUALLY CREATING, SENDING, TRACKING, AND STORING DOCUMENTS?

Master the art of automating your signature workflows with Docusign integrations.

Join our exclusive program designed for business owners and administrators who are ready to elevate their efficiency and client satisfaction in just 5 weeks!

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.

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.

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:

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

You just need training from a Docusign Expert.

Hi, I’m Sofian.

Since 2019, I’ve been working as an Docusign 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 an online coaching program with tailored support for business owners and administrators who want to automate paperwork

Program Outline

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

Follow this module to 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 Automated Workflow"

Follow this module to learn how to send and manage the documents and forms you send for signature.

  • 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"

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)

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"

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"

What you get

1:1 Coaching with Sofian

You can book 4x 60-min private consulting sessions with me (Sofian) or one of my approved Automation Experts. These sessions can be used however you like; we can answer your questions, build templates, or help you set up integrations.

Value $1,200

Weekly Group Coaching

Connect with me (Sofian) weekly during group coaching calls at 9 am PST. No agenda, small groups. Turn up with your questions or share your screen to get feedback. Can’t make it? Submit your questions, and I’ll send you a video response.

Value $1,000

Docusign Automation Mastery Video Course

Even if you’ve never built an integration before, you’ll get easy to follow with step-by-step video instructions to automate all your document workflows.

Value $997

Lifetime Access + Updates

New content will be added monthly to keep the content in the course up to date. You will receive private access to the Course’s Members and with lifetime access.

Get Docusign Automation Mastery And You'll
Get 5 Free Bonuses!

Bonus #1:

Pre-built Integration Templates

Streamline not just your Docusign-CRM/database integration but also effortlessly connect with cloud storage solutions using our Pre-built Integration Templates. These templates automate the creation, tracking, storage of signed documents and also rename them the way you like! Save valuable time and eliminate the complexity of building integrations from scratch, making your document workflow more efficient than ever.

Value $500

Bonus #2:

Solusign App in Zapier

Unlock limitless document workflow automation with our exclusive ‘Solusign App’ subscription. Overcome the limitations of the standard Docusign Zapier app, such as multi-recipient envelope creation and mail merge capabilities, at no additional cost.

Value $360/year

Bonus #3:

Free CRM Template

Don’t have a CRM yet? No problem!

Our Free CRM Template sets you up for immediate efficiency, streamlining your onboarding process right away.

Value $300

Bonus #4:

Process Mapping
Template

Quickly break down the steps of your current process with our Process Mapping Template, paving the way for a clear and efficient Docusign integration.

Value $69

Bonus #5:

13 Pre-Built Docusign Fields

Get a massive library of pre-built “Validated Text Fields” & “Dropdowns”. You’ll save yourself hours or work creating your own custom fields manually.

“Validated Text Fields” will reject any entry if the data entered does not match the validation rule. These pre-build fields will help you avoid errors in your documents and reduce follow-ups between you and the signer.

Value $69

Total Value = $4,485

My 100% Satisfaction Guarantee

When you purchase the Docusign Automation Mastery Program, you’ll automatically be enrolled in my 30-day 100% money-back guarantee! This means that if, for some crazy reason, you don’t feel like you’ve learned anything new, helpful or you aren’t entirely satisfied with the course, then I will give you 100% of your money back.

All you have to do is send an email to [email protected] & as long as it’s within the first 30 days you’ve purchased, I’ll fully refund you the money you paid – no questions asked.

Daniel Stra

Great Show LLC

Noah Smith

BOD Financial

Isaac Stern

Keenan Financial Services

Get Docusign Automation Mastery And You'll Get All This!

Even if you've never built an integration before you'll get easy to follow with step-by-step video instruction to up level your new Docusign Integration skills.

(valued at $997)
+

Get Answers to All Your Burning Questions in the Weekly Q&A Call Where You Can Share Your Screen and Ask questions to Sofian
(valued at $1,500)

+

Book 4x 60-min Private Calls With Sofian To Build Your Automations Ever Faster (valued at $1,200)

+

Ready-made Integration To Automate Document Creation, Tracking, and Storage Without Having To Do It From Scratch (valued at $500)

+

Get Unlimited Access To our Exclusive DocuSync App To Mail Merge And Multi-recipient Documents (valued at $360/year)

+

Our Process Audit Template to Easily break down the steps of your current process paving the way for a clear and efficient Docusign integration (valued at $69)

+

Get a massive library of pre-built “Validated Text Fields” & “Dropdowns”. You'll save yourself hours of work creating your own custom fields manually (valued at $59)

Total Value = $4,485

Business Class

$1,497

Weekly Group Coaching

First Class

$1,997

Private & Group Coaching

Taught by Docusign Expert,
Sofian Saoudi

Who is This Program For?

This program is meticulously tailored for Docusign users across all expertise levels, frustrated by the relentless demands of paperwork and seeking a streamlined pathway to efficiency.

Are you:

Then, this program is for you!

How Would Your Day-to-Day Change with Automated Document Workflows?

Imagine a world where:

This isn’t just wishful thinking—it’s entirely achievable. You simply need to know how.

SEE WHY OUR CLIENTS LOVE US!

"It's now leaps above what we had before"

Gurgen Bagdasarian

Owner
Ararat Plaza Pharmacy

"Solusign was able to accomodate intricate needs"

Avid Lajevardi

Chief of Staff
The Scheduling Institute

"We couldn't have done it without Solusign"

Karl Bromley

Director
Action for Equality Scotland

"This is beyond what we imagined"

Isaac Stern

VP of Sales
Keenan Financial Services

"There's no document to be chased"

Kerri Dunn

COO
Kingsbridge Alternative Strategies Fund

"Subscriptions are now quick and easy"

Haig Malkasyan

Director of Finance
SOLA Impact FUND

"Sales reps send contracts at the push of a button"

Charles Caldwell

Co-founder
Eldertree Care Management

"Everything is automated, this is wizardry!"

Brian Bell

HR Business Partner
Attentive

"Our application now looks clean and professional"

James Atkins

MD & Founder
Provide Health

"Our error-rates have gone down by 80%"

Noah Smith

Director
BOD Financial Group

"Within 2 mins, we were off to the races"

Ryan Working

Fund Manager
Petrol Funders

"The process was amazingly simple"

David Brulh

Owner
Betaview Aluminium

"1 click sends contracts to everybody"

Kathy Peters

CFO
Benchmark School Group

"There was a before and after working with Solusign"

Justin Tucker

MD & Founder
Prologue

"We're saving 50 to 60k/year per location"

James Grahams

MD & Owner
Excelsior Ambulance Services

 

Frequently Asked Questions

Here are few questions people ask before joining!

How is this different from your YouTube videos?

My YouTube videos are very ‘lite’ and cover quick features. Think of them as the teaser trailer before you watch the feature film. This course is a step-by-step process of how to set up and roll out Docusign to your team.

The program also gets you access to ME! Join weekly group calls and get 1:1 support. You can also learn from other dedicated customers via my private community.

There are approximately 5 hours of video content

No, I will show you how to create a completely free Developer Account with access to all paid features.

Yes, as new features are added by Docusign I’ll add new content to the course.

Yes, this program comes with loads of support. You can ask me questions during the weekly group calls or during private sessions.

You get lifetime access to the course and updates.

None at all. There are learners of all levels inside the course, from beginners to more advanced users. You’ll learn how to think about automation and how to build your own.

If you can use a web browser and have basic Excel or Google Docs skills, you’ll be fine.

In this case, I will need a request to purchase the course from your company either via email or a purchase order/request. I will then send an invoice for the course to your company. Once they have paid then you will be granted access to the course and your login details will be sent to you via email, then you can get started. Please ask your company representative to email [email protected] with their request.

No, this course is for beginners and is easy to follow and you will achieve mastery of the course content.

Just send an email to [email protected] within the first 30 days of enrolling into the program and tell me that you’re not satisfied and I’ll send your money-back, not questions asked.

Calls are scheduled at 09:00 am PST every Tuesday and are recorded. Can’t make it? Send me your questions in advance and I’ll answer them in video.