Salesforce-embedded e-signing

Streamline your document signing processes with a fully integrated e-signing solution built directly into Salesforce. You can launch new projects without leaving your CRM, allowing you to prepare documents and assign collaborators for both the signing and delivery phases instantly. Once you click “Go Live,” the project is activated and accessible as a task within Salesforce, where signers can immediately begin the execution process.

The e-signing experience is intuitive and efficient, guiding users to fill in required details such as names, organizations, initials, and signatures. A dedicated side panel allows signers to complete the process while maintaining a clear view of the document. Once finalized, the fully executed PDF — complete with all signatures — is automatically stored and available for review directly within the Salesforce record.

Maintain full oversight of your workflows through the User Projects List, which provides a centralized view of every e-signing project’s status. This list offers real-time tracking across all stages, from projects in the planning phase with pending tasks to live projects currently in the editing, approval, or signing phases. Completed projects are clearly marked with their start and end dates, ensuring you have a transparent audit trail of all your document processes inside Salesforce.