Today’s Salesforce workflows must be fast and accurate to close deals and launch projects on time. To achieve this, your business will need the best Salesforce e-sign solution on the market. 

Titan Sign definitely fits the requirements, allowing teams to speed up approvals and close their biggest deals in minutes, all while keeping business data secure and compliant in Salesforce.

If you want to upgrade your system so that employees no longer need to navigate between different platforms and applications to find a signature, join us in the article below. We will cover Titan Sign and explain how its digital and e-signatures make working in Salesforce seamless.

Common Shortcomings of Standard E-Signature Tools

So, let’s start by answering the following question: What’s wrong with generic Salesforce electronic signature solutions on the market? Although they can get the job done, they might leave your teams feeling very irate and frustrated with the tool. Here’s a short list of common problems from non-specific signature solutions employees have to deal with. Can you relate to any of these? 

• A shallow or superficial Salesforce integration, which results in manual data entry
• No signature status tracking system for documents
• A lack of document customization options
• An overall poor user experience
• A lack of advanced features, like conditional logic or automation tools
• Incomplete solutions, such as an e-signature solution without a dynamic form builder
• Non-compliant with regulatory frameworks
• Unfortunately, many basic e-signature tools without a deep Salesforce integration require their users to work outside of the CRM platform, leading to the following counterproductive results:
• Disruptions in workflows
• Data silos arising between business units

These shortcomings make it difficult for any business to expand organically or change to new requirements based on market research. 

However, these blocks are all high-level. Let’s explore these e-signature limitations more thoroughly so you know how they can affect your company’s professionalism and employee morale. 

A Limited CRM Integration

Many e-signature tools promise to integrate with Salesforce. However, most have limited capabilities and require employees to perform manual uploads or install more third-party connectors to work with Salesforce to handle the data transfers. And when they do integrate with Salesforce, their functionality is basic. 

For example, a sales rep might be able to send a quote to a client for e-signing. This is nice, but there is still much manual work involved since a basic e-signature tool does not help the sales rep auto-populate fields on the document, trigger the next action in a workflow, or even send the signed quote to Salesforce records.

If your e-signature tool has a limited Salesforce integration like the one in the use case above, employees can expect to commit to more manual work during the day and reduce their overall Salesforce efficiency. 

Lack of Automation and Workflow Control

Signatures are often a disconnected part of the contract lifecycle for businesses. When your Salesforce e-signature solution can’t resolve this common and fragmented issue, it’s probably because it has limited automation and workflow control features.

In this day and age, it’s wise to find an e-signature tool for Salesforce that can:

• Trigger actions for employees automatically
• Automate notifications sent to employees based on a signing stage
• Include conditional logic

Without these automation and workflow control tools, employees must perform the above steps manually. As we know, manual work in Salesforce slows down business processes. Additionally, employees who are not super careful can leave errors in Salesforce. However, if they work too slowly, they can delay important deals or projects. 

As we can see, what might seem like a small signature problem can escalate quickly and affect other business areas.  

Basic UX and Branding Options

Standard e-signature tools usually offer minimal customization and an ordinary experience for businesses. If your business were to purchase an e-signature tool for Salesforce with basic user experience (UX) and branding features, designers would not be able to adjust the following:

• The user interface for signing documents
• Emails
• Documents

Sadly, your content will be generic and nothing like your company’s brand, making it hard for your clients to identify and trust it. 

If you want to create consistently professional content that customers will believe in and want to sign, choose an e-signature tool with advanced UX and branding capabilities. 

Compliance & Audit Trail Gaps

Many Salesforce e-signature solutions lack full HIPAA, GDPR, or audit-level traceability, creating some major drawbacks for companies, such as:

• No features for tracking documents to identify if they have been signed
• Records are not time-stamped
• Signers are not authenticated

Businesses that use e-signature tools for Salesforce that lack compliance and audit trail features will be unable to meet industry standards, which could lead to fines, a loss of reputation, and an inability to defend against legal action. 

Why Titan Sign Stands Apart

Unlike other generic e-signature solutions for Salesforce, Titan does not risk your business operations. Our app can keep your signed documents credible and your workflows running smoothly. 

With a full 5-star rating on the AppExchange marketplace, customers are impressed by Titan Sign’s no-code e-signing solutions for Salesforce. This is because teams can say goodbye to manually entering data into Salesforce while designing dynamic and responsive document signing processes with a simple drag-and-drop builder.

Titan Sign also offers the choice between Salesforce e-signatures or digital signatures. Choose a digital signature when you want to work with cryptographic technology to verify a signer’s identity or an e-signature for approvals. Our electronic and digital signature software for Salesforce is market-leading, as it gives you the freedom to choose the best option for your use case.

Whether you need to send, store, or monitor signed documents in Salesforce, Titan can help. But how does it work? Let’s take a closer look at how businesses are reducing the time spent approving and managing contracts in Salesforce with Titan Sign.  

100% Native Salesforce E-Signature

Titan Sign stands apart from other e-signature solutions as it is a completely native Salesforce solution. Teams do not need any additional or external apps to get Titan Sign to generate, send, and sign documents directly from their Salesforce environment in real time. 

Extending Salesforce’s ability to sign documents is only the start with Titan Sign. You also get:

• Bi-directional Data Flows to and from Salesforce in Real-time
• Automated Workflows
• Compliance with HIPAA, GDPR, SOC 2, and other Leading Regulatory Frameworks

Titan Sign gives you high-performing no-code tools in Salesforce to elevate your internal and external users’ signing experiences. The bi-directional syncing feature means that when a client has electronically signed a document, Salesforce records are automatically updated instantly, too. 

By the way, the signed document can be saved in Salesforce or in one of your external document storage apps, like Google Drive, OneDrive, or SharePoint. Titan Sign allows businesses to remain compliant even when they need to store documents in another location. 

No-Code Automation

The next feature that distinguishes Titan Sign from other generic e-signing solutions on the market is that it empowers Salesforce admins to build custom signing flows without code. 

• For example, an admin can choose to set up workflows for:
• Single Signers
• Multi-Step Approvals
• Bulk Signing Projects

Whether a company needs to trigger a document for signing, route an approval to a key stakeholder, or collect signatures, Salesforce admins can configure these requests in a drag-and-drop interface with straightforward point-and-click tools. This is an ideal solution for businesses that need to manage high volumes of signatures, such as those with sales, HR, and legal teams.  

Building custom processes in Salesforce no longer needs to be complex. Non-technical admins can now save time on setting up these signing processes and quickly change configurations when the business needs it. 

Fully Branded Signing Experiences

Do you need to match every customer touchpoint to your brand, from emailing documents to signing pages in a portal? Then you need fully branded signing experiences for Salesforce, which Titan has the tools to pull off. 

However, it’s important to note that our platform is more than just a signing tool. Combine Titan Sign with other Titan products to allow admins and designers to add business logos, edit colors, and create custom messages for all documents and web projects.

Committing to a fully branded signing process will give your business a professional look that customers can trust when they need to sign your content online. 

Enterprise-Ready Compliance

We touched on compliance earlier, but now we will go deeper. Titan’s electronic and digital signatures are 100% secure. They comply with 21 CFR Part 11, GDPR, HIPAA, eIDAS, and SOC 2’s strict security standards and requirements for businesses, giving them the edge over competitors. 

Titan Sign also provides businesses with robust audit trails and encryption to ensure signatures are secure and can be monitored in Salesforce. 

Real-Time Status Tracking in Salesforce

Are you finding it hard to monitor the status or progress of all your quotes, invoices, proposals, and more? Titan Sign gives you the power to never chase updates again. Notify your salespeople and management team every time:

• Someone signed your document.
• Someone has not signed your pending document.
• A document is delayed in a process
• They need to sign documents.

Titan Sign also updates Salesforce records with data from the document’s input fields once signing is complete. With access to this type of information in Salesforce, employees can quickly take action on relevant documents and follow up on closing deals faster. 

Part of the Titan Ecosystem

Thanks for reading our article on Titan Sign and why it’s the best app for Salesforce. At Titan, we can assist you with more than getting documents signed in Salesforce. 

If you are after a single, secure, and seamless experience that integrates with Salesforce, we can support your goals. Use Titan Sign alongside Titan Docs, Titan Forms, and Titan Portals for no-code automation with real-time tracking to scale your solutions as your business grows. 

Need to generate documents, embed forms in websites, or deploy a custom portal? Join the Titan ecosystem and build unified designs, logic, and data models in Salesforce. Contact us today for less switching and more doing!

See you soon!

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.

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