Best E-Signature Apps for Salesforce
Emily Anderson
Experienced wordsmith, with a keen eye for best of breed Salesforce experiences.
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 and digital signatures
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 E-Signatures
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.
Visit the Salesforce AppExchange Store!
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
Released in 2006 and available in 34 languages, it’s no surprise that Adobe Sign is a top 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:
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*According to online reviews
Check out our top alternative to Adobe Sign.
DocuSign
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 using DocuSign:
Pros:
Cons:
*According to online reviews
Check out our top alternative to DocuSign.
Conga Sign
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:
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*According to online reviews
Check out our top alternative to Conga Sign.
PandaDoc
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
Cons:
*According to online reviews
Check out our top alternative to PandaDoc.
FormStack Forms
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:
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*According to online reviews
Check out our top alternative to Formstack.
Sertifi
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:
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*According to online reviews
Check out our top alternative to Sertifi.
Hello Sign
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:
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*According to online reviews
Check out our top alternative to Hello Sign.
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:
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Our Ultimate Verdict
Salesforce allows you to track, measure, and safely store your customer details to ensure you are creating and maintaining the best relationships. Make the most of your Salesforce investment by choosing Titan Sign to complete your digital signing journey. And if you are as impressed as we are by Titan Sign, there are more solutions from Titan Platform that you can download and install right away that will offer your business great customization options that fully integrate into Salesforce with absolutely no code experience needed! Find Titan Sign available on the Salesforce AppExchange store or our Website for download today.
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.
