Salesforce Document Signing Run-through
What is an Electronic Signature?
An electric signature, also known as an e-signature, is the digital format of a handwritten signature. E-signatures are used to sign digital documents, and they are confirmation that the signer agrees to the content that is addressed in the file. E-signatures are also used to verify the identity of an individual online.
Many organizations have turned to e-signatures to help staff create and collect documents faster. Still, they are also a convenient way for clients, customers, and partners to sign agreements. Salesforce e-signature solutions are efficient and have replaced the need for physical signatures in many industries worldwide.
Electronic Signature Solutions
E-signatures do not only have to take on the form of a unique hand scribble. Take a look at a few other options available to create an e-signature online:
The Click-to-Sign method is more straightforward than an e-signature, and your business can use it by adding a checkbox or button to a document. The signee can then tick the checkbox or click on the button to agree to the contents of the document. However, take note that the Click-to-Sign approach is not as secure as a digital signature in Salesforce.
You could allow your signees to type their name at the end of a document. Typed characters can serve as as Salesforce e-sign option but may not be as legally binding as digital signatures.
Biometric signatures are fingerprints or hand signatures that are captured by software systems that use touchpads and tablets. Biometric signatures offer high security and identification levels and can be used for legal cases.
QR Code Signatures
You could also use a QR code that contains signature data in your document. When your signer reads the file, they can scan the QR code and verify the signature’s authenticity.
Salesforce Electronic Signature
If you are looking for a Salesforce e-signature solution, first check out the CRM platform’s own product offering. Salesforce has a feature called eSignature that allows your customers, clients, partners, or any signer of your choice to sign documents electronically. Just like all e-signature solutions available, Salesforce eSignature can eliminate all the manual tasks found in a traditional document signing process.
Salesforce Digital Signature
We touched on electronic signatures, but what is a digital signature on documents? These signatures use cryptographic techniques to verify that a digital document is authentic, genuine, and delivered by the owner who created it. A digital signature for Salesforce is used by many organizations to prove that a document has not been edited in any way during transmission. These types of signatures are highly secure and are considered to be legally the same as handwritten signatures in many locations.
Create an Electronic Signature
You will need a tool or application to create a Salesforce signature for your digital documents. There are many tools and applications that have electronic signature Salesforce solutions. Let’s take a look at the top apps with features that can get your documents signed and submitted instantly.
DocuSign is a popular Salesforce e-signature solution that provides your business with secure electronic signatures that are legally binding. With DocuSign, you can create customized templates from documents. You will be able to match the branding on your templates to your unique art direction. This is a powerful feature to have so that you can ensure that your documents distributed to clients, partners, or employees are consistent and professional.
The next e-sign Salesforce solution on our list is HelloSign, a digital workflow platform. Many organizations turn to HelloSign to empower their customers and staff to electronically sign digital documents from any location as long as a stable internet connection exists. The features provided by HelloSign help to streamline document signing processes as they eliminate traditional document signing processes, which are heavily dependent on physical paper documents.
Adobe Sign is a product from Adobe that provides a cloud-based e-signature service to clients. With Adobe Sign, your business can electronically and securely sign documents, which streamlines your document signing processes. Adobe Sign is a solid option for many organizations that need to collect legally binding signatures.
And we can’t forget to mention our favorite e-signature Salesforce solution. Titan Sign helps you sign and distribute your digital documents in literal minutes. You can track your documents, signatures, data, and more directly within Salesforce. With Titan Sign, you get a no-code e-signature solution for Salesforce to design dynamic, responsive signing processes. Titan’s e-signatures are also 100% secure and compliant with HIPAA, SOC 2, ISO, GDPR, and other leading frameworks.
Before we sign off the article, here is a spotlight on the top questions and answers for signing documents in Salesforce.
Does Salesforce have electronic signature?
It would help if you integrated e-signature solutions into Salesforce work processes. When you combine an e-signature solution with Salesforce, you will be able to edit, sign, distribute, and track your documents instantly to improve user experience.
Can you use DocuSign with Salesforce?
Yes, you can. When you integrate DocuSign with Salesforce, you will be able to automate and distribute documents from Salesforce for your signees to sign electronically.
What is DocuSign in Salesforce?
DocuSign is a third-party tool that integrates into Salesforce to streamline document signing processes. With DocuSign, you will be able to distribute, electronically sign, and track Salesforce documents. DocuSign supports mobile devices so that your files can be approved or signed from anywhere, 24/7.
Made by Salesforce Architects
Thank you for taking the time to read our article on signing documents in Salesforce. As you can see, there are many e-signature for Salesforce solutions that can help you streamline your document signing processes. However, if you want a custom solution for Salesforce or need more than e-signature solutions, give Titan a try.
Titan is a powerful no-code platform that integrates directly into Salesforce to help your business start building great digital experiences. Our platform has dozens of plug-and-play features so that you can choose to start your web projects from scratch or deploy them instantly with pre-built templates. With Titan, you also get fully responsive web pages on any laptop, smartphone, or tablet. If this sounds interesting or you would like to find out more, make sure to reach out to us on one of our social media channels below.
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