Best Salesforce E-Signature Apps for Effective eSign Solutions

Nikita R.

Media-savvy content creator, with a curiosity for all Salesforce experiences.

Updated: Jan 9th, 2025

Electronic signatures (e-signatures) are simple tools with many advantages for use in digital documents. We know this is why you are looking for the best ones to integrate into your Salesforce ecosystem. Search no further – you have come to the correct link! We dive into this article to explain why we need e-signatures, where to get them, and the best e-signature applications on offer for Salesforce.

You will be happy to learn that this article is not just a review of the 8 best e-signature apps out in the wild, so stick around till the end of the article as we reveal our leading app of the year!

And read this article if you are interested in the difference between e-signatures for Salesforce and the best digital signatures app.

First, we talk about Salesforce!

We assume you are already using Salesforce – great news! So, we will keep the description super light.

Salesforce is a fantastic Customer Relationship Management (CRM) tool that ensures you connect and maintain excellent relationships with your customers and clients. Salesforce makes generating and working with documentation between your business and customers much more accessible, allowing you to focus more time on customer experiences and other business needs.

If you are looking for more detailed material on the features of Salesforce, have a peek at this incredible product on the Salesforce website.

Yes! We really do Need Apps for Electronic Signature Workflows

Engaging with customers is often related to managing and storing their digital documents. Salesforce signatures help confirm approvals on digital documents. There are a vast amount of digital documents that can be signed using electronic signatures. Examples include contracts, agreements, proposals, quotes, invoices, letter offers, permission slips, financial documents, and the list goes on. As we can see, digital documents like those listed above cross industries and are necessary for almost all business and government sectors.

With a rise in remote working after the pandemic, there is undeniably a need to ensure that documents are accessible and signed on time. Salesforce e-signatures are safe to use and make signing documents a breeze in just a few minutes.

Best Electronic Signature Apps on the Salesforce AppExchange Store!

Looking to find the best e-signature for Salesforce? Connecting with your customers and clients has never been easier with Salesforce, so make sure to complete the journey of signing all your agreements with one of the electronic signature apps available on the Salesforce AppExchange store.

So, where do you start? Whom do you trust? Which one is the easiest to learn? Keep reading as we break down the pros and cons of 8 of the best Salesforce e-signature apps currently on the market. Make sure to get to the end to find out who is our personal favorite, based on facts to help you pick the one that is right for your business needs!

Adobe Sign for Salesforce

Released in 2006 and available in 34 languages, it’s no surprise that Adobe Sign is a top app for e-signatures contender in the Salesforce AppExchange store. Adobe Sign integrates seamlessly with Adobe Acrobat, allowing users to electronically sign PDF documents faster by simplifying the traditional workflow processes. The collaboration with Salesforce clouds is no less impressive, offering the following key benefits:

Pros:

Embed Adobe Sign into your email client to track agreements

Adobe Sign is compatible with Community Cloud portals and Salesforce CPQ

Minimizes legal risks with automated signature processes

Cons:

Does not include dynamically generated documents and signee data pulled from Salesforce

The search function is not user-friendly

Unique identifiers of contracts need to be known to return search results accurately

Inflexible to corrections in the contract generation journey resulting in abandoned contracts for errors

*According to online reviews

Check out our top alternative to Adobe Sign.

DocuSign E-Sign App for Salesforce

With a high rating on the Salesforce AppExchange store, DocuSign is a popular electronic signature app that offers customers an end-to-end solution for electronic contract management that works directly with Salesforce. Founded in 2003, DocuSign is here to help you streamline your business processes alongside Salesforce, allowing you more time to focus on customer experiences. These new streamlined processes will also help you reduce budgets spent on your previous, lengthy, manual processes and traditional resources. Here are some pros and cons of DocuSign:

Pros:

It makes signing digital documents easy, fast, and safe

Drag-and-drop signature functionality

All functionalities available to companies not using Salesforce

Cons:

The Salesforce Integration can be complex to set up and clunky

High Prices

Users often need other products to be fully functional for complex use-cases

No bulk actions available

*According to online reviews

Check out our top alternative to DocuSign.

Conga Sign for Salesforce

Made specifically to be used with Salesforce, Conga Sign is the next contender on our list of best e-signature apps. Conga Sign is an efficient app compatible with any device that supports Salesforce and will help streamline your contract or document work processes. Get started with a quick 5-minute install from the app that has global compliance with UETA, the ESIGN Act, and eIDAS. Here is a list of the benefits and drawbacks of choosing Conga Sign on the Salesforce AppExchange store:

Pros:

It makes signing digital documents easy, fast, and safe

Drag-and-drop signature functionality

Cons:

It needs time investment to learn how to use it.

No pricing information available on website.

User needs access to other Conga products to be properly functional.

The Salesforce integration could be better with some extra features.

*According to online reviews

Check out our top alternative to Conga Sign.

PandaDoc for Salesforce

Founded in 2013, PandaDoc offers software for sales processes. With a high focus on document analysis, PandaDoc works with Salesforce to speed up your document workflows. Offering more than 750 templates to choose from, PandaDoc provides a variety of solutions for your digital documents to impress your signees whilst providing e-signatures for fast approvals. PandaDoc’s app installation and set-up are super quick, and you don’t need coding experience to integrate with Lightning. This app is created to be intuitive and suits almost everyone’s tech skill level. Here are a few key benefits and drawbacks of using PandaDoc:

Pros

Access to payment retrieval options from contracts

Safe and compliant with (SOC-2 Certified and HIPAA Compliant)

Cons:

The completed documents are lengthy, resulting in excessive page scrolling

Positioning of fields is cumbersome

Manual processes do not auto-fill and allow for optional updates

Lack of tutorials available

*According to online reviews

Check out our top alternative to PandaDoc.

FormStack Forms for Salesforce

FormStack Forms offers a wide variety of digital documents that help speed up workplace productivity. Operating since 2006, it is interesting to note that Formstack acquired WebMerge into their portfolio. Even so, generating and styling forms with auto-filling data from Salesforce is easy with FormStack Forms, allowing your business to reduce time spent on previous manual processes. Additionally, FormStack Forms provides digital signatures to ensure that your end-to-end digital document journey from data collection to digital signing is complete. Reduce your paper trail and eliminate your repetitive copy-paste tasks with FormStack. Here are your pros and cons:

Pros:

Access to reCAPTCHA security features

Compliant with HIPAA, FedRamp, and FERPA regulations

Cons:

It’s expensive and can be glitchy

Lack of tutorials available

The process of logging tickets for customer service interaction can become tedious

Formstack and WebMerge were developed separately and as a result the integration between the two can be cumbersome for users

*According to online reviews

Check out our top alternative to Formstack.

Sertifi for Salesforce

With a mission to use less paper, Sertifi aids in completing documents safely online. One of the highlights of Sertifi is its dedication to customer support. With visible and transparent costs, you also get installation, training, and continuous support for the app, at no additional charge. Sertifi also works well with Conga, Billing Zuora, and Drawloop, so It’s no wonder they have made our list and continue to be a choice for many Finance and Operations teams worldwide. Here are some key features and drawbacks of Sertifi Electronic Signatures:

Pros:

Automated work processes to improve worker productivity

Compliance with PCI

Focuses on environmental awareness

Cons:

Limitations on amount of fields mapped from Salesforce

The permissions settings need work

Integration with Salesforce might need a Developer for customization

*According to online reviews

Check out our top alternative to Sertifi.

Hello Sign for Salesforce

Hello Sign is no different from the other leading electronic signature apps discussed. Owned by the popular cloud storage platform Dropbox, offering increased reaction time for signing documents and simplifying work processes. Focusing on customers who need an enterprise plan and sales contracts, Hello Sign provides a secure platform to sign contracts digitally with legally binding electronic signatures. Here are some key benefits and the drawbacks of using Hello Sign with Salesforce:

Pros:

Set up and installation takes less than a day

No developer experience required

Automated contracts and procedures to reduce risk

Cons:

The user interface is not intuitive

Be cautious when signing up for the free trial, as the switchover to a paid subscription is not notified

There are added costs for Automation

Customer service is limited to chat and ticket-based support

*According to online reviews

Check out our top alternative to Hello Sign.

Titan Sign: Electronic Signature Software for Salesforce

Our favorite e-signature app, and the one you have been patiently waiting to read about, is Titan Sign. This app is the one to download and start using immediately as it integrates seamlessly with Salesforce data to maintain and grow your customer base with zero code. The Titan Sign app is built and designed by Salesforce architects making this app a solid choice for your business deals. What’s more, is that you get an abundance of training videos available for Titan products that demo the features that integrate and work seamlessly with Salesforce.

Titan Sign allows your business to electronically sign any documents with ease and automatically email them out to multiple signees. Meet your business needs by using Salesforce and Titan Sign to compose, edit, share, and track your electronic documents and signatures all in one go. In addition to these features, Titan Sign offers data analytics to track and measure signed, unsigned, and even abandoned documents with stunning dashboards to preview and present metadata easily. Titan Sign is available for download on the Salesforce AppExchange store, but here are the key benefits to get you more familiar with the app:

Pros:

Provides electronic and digital signatures

Flexibility to work with dynamic templates or static docs from your local computer

Intuitive interface that offers drag-and-drop functionality with a No-Code Design

Creates a dynamic signing process for documents by pulling customer data from Salesforce (Set rules and conditions for specific signees, Access to adding limitless dynamic signers, Access to adding limitless dynamic signers)

Add dynamic input fields for signees to provide extra details which are mapped back to Salesforce

Co-Browsing options are available (Let signees include a subject matter expert to view and explain the document in real-time simultaneously)

Private and public document generation link options available for signees

Track your document journey online with Salesforce for a complete audit log

Download or push electronically signed documents to Salesforce to attach to records

Compliant with HIPAA, GDPR, CCPA, SOC2, and more

Optional two-factor authentication / SSO available to protect your documents

Digital signatures are only charged per signed party

Cons:

Let us know if you find any

Keep the Conversation Going

Thank you for taking the time to read up on this topic, and if you want to hear more about Titan Sign, please check out the links below. And if you are a Titan Sign super fan and want to keep up to date with all our content, we would love to hear what you think about the product?

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Disclaimer The comparisons listed in this article are based on information provided by the companies online and online reviews from users. If you found a mistake, please contact us.