Salesforce Electronic Signature Tools Overview
You can make signing processes faster in Salesforce with eSignature tools. For example, you can add Salesforce signatures to documents by accessing their integrated DocuSign signature tools.
The DocuSign integration makes the whole signing process and experience better for all signers by providing eSignatures to Salesforce.
Join us in the article below as we give you an overview of eSignatures for Salesforce. You can learn how to use them for signing and managing documents.
What are Electronic Signature Solutions?
Also known as eSignature solutions, they are software technology used by businesses and signatories to electronically sign digital documents. Many eSignature apps and platforms provide Salesforce with digital signature solutions.
Both types of electronic signature solutions speed up the signing process in Salesforce for teams. They eradicate the manual processes traditionally used in the past for agreements, such as physically signing a paper document.
With a Salesforce electronic signature, signers can now approve content in a document in the following ways:
- Typing out their full name.
- Drawing their signature with a mouse.
- Drawing their signature with a finger on a touchscreen device.
- Adding a digital signature.
Best Salesforce Electronic Signature Tools
What if you are looking for only the finest eSignature solutions on the market?
Well, Titan has got you covered. We have already mentioned that you can sign documents in Salesforce with their DocuSign acquisition, but is it really the greatest signature solution for your specific signing needs and goals?
Let’s take a look at the best third-party apps that can give you electronic and digital signatures in Salesforce.
A DocuSign and Salesforce Integration
Looking at DocuSign’s website it seems they have everything you need to help with Salesforce e-signatures. Additionally, you get to take signing processes to the max by using features and tools from both platforms at the same time.
With a DocuSign integration, teams get to speed up signing processes with automation tools and electronic signatures in Salesforce. This upgrade to business workflows allows teams to work in efficient ways.
Here are a few benefits you receive with DocuSign signatures for Salesforce:
Cons worth mentioning
As we can see from DocuSign’s pros and cons listed above, installing the app for many Salesforce users is complex.
If you can relate to these customers who want but cannot use DocuSign for e-signatures, feel free to check out our Titan Sign vs. DocuSign article.
Titan Sign integrates directly into Salesforce with no code, so you can sign and deliver agreements in minutes with everything tracked from your CRM platform.
A Conga Sign and Salesforce Integration
The next best e-signature app for Salesforce on our list is Conga Sign. Teams use Salesforce and Conga Sign to generate documents and manage signing processes.
Using Conga Sign with Salesforce requires you to download the app from the AppExchange marketplace and install it. You then need to sort out your integration settings for custom signing requirements.
Here are a few features from Conga Sign to extend your Salesforce signing abilities:
Cons worth mentioning
Although Conga Sign is a top app, we cannot guarantee the smooth running of business operations if you have custom integrations or project requirements.
We suggest you check out Titan Sign. We integrate directly into Salesforce and have a Professional Services team consisting of Titan experts to help take your projects to the next level!
An Adobe Sign and Salesforce Integration
Adobe Sign and Salesforce are another top integration you can use for eSignature solutions. Overall, Adobe Sign can speed up document signing workflows by letting teams send and monitor documents and signatures inside Salesforce.
This one feature removes manual tasks from document signing processes so you can focus on higher-priority tasks. Get a look at the features from integrating Adobe Sign with Salesforce.
Cons worth mentioning
Nobody likes to be ghosted, so we suggest you check out Titan Sign. We have documentation on our website that is readily available to assist with your Salesforce integration, or you can chat with one of our Titan experts in Professional Services.
A Formstack Sign and Salesforce Integration
With Formstack Sign, you can add and create signatures for digital documents and make them legally binding. Formstack signatures are great for Salesforce systems as they speed up document signing processes.
When you have faster workflows, teams become efficient! Let’s take a look at some of the features from Formstack Sign that extend Salesforce:
Cons worth mentioning
As convenient as this app is for non-paper methods, you might need a Formstack Sign alternative that handles custom and complex solutions.
We suggest Titan Sign. We have a no-code drag-and-drop builder. It supports the creation of dynamic and responsive signing processes that connect to Salesforce.
Hello Sign and Salesforce Integration
The HelloSign app, now known as Dropbox Sign, lets you electronically sign digital documents.
When connected to Salesforce, HelloSign speeds up document signing workflows. Thanks to HelloSign and Salesforce, teams can then focus on other business goals that require more effort than manual repetitive tasks.
Read up on HelloSign documentation on the official Dropbox Sign website for their latest tech offering. But right now, let’s take a look at some of the results we get from a HelloSign and Salesforce integration:
Cons worth mentioning
Spending months trying to get an app to work in your custom software system might not be feasible.
For direct Salesforce integration, check out Titan Sign. Our powerful integration is patented in the USA, and our products are designed to be used in Salesforce solutions.
A PandaDoc and Salesforce Integration
PandaDoc and Salesforce combined let you speed up many document processes. For example, you can create and manage digital documents and add eSignatures to your signing processes. You can also connect your contracts and proposals to your CRM database with a PandaDoc and Salesforce integration.
Let’s take a look at the results you get from connecting Salesforce and PandaDoc:
Cons worth mentioning
Even though PandaDoc can assist with streamlining document signing processes, we can see from the cons listed above that the program is not perfect.
We suggest you check out Titan Sign, our app, which is a simple drag-and-drop builder is easy to use. Sign and deliver documents in minutes from Salesforce using Titan.
A Jotform Sign and Salesforce Integration
With the Jotform Sign builder, teams can add and collect eSignatures from web forms. Salesforce works exceptionally well with Jotform. It’s an online form builder that people use to create forms like surveys and registration forms.
Configuring a Jotform and Salesforce integration can speed up document workflows when you need to sign documents. Let’s take a look at the features from Jotform and Salesforce in more detail:
Cons worth mentioning
These issues could affect business operations and signing processes.
We suggest you check out Titan Sign. Our app has a 4.96/5 star rating on the AppExchange marketplace with a smooth Salesforce integration.
An Oodrive Sign and Salesforce Integration
You can electronically sign documents from Salesforce with Oodrive Sign. The Oodrive Sign for Salesforce cloud-based solution can be found on the AppExchange marketplace. The app’s tools are used to eliminate manual tasks in processes so you can close deals faster.
Here are a few features that you get when you install Oodrive:
Cons worth mentioning
If you are looking for a nimble alternative, we suggest Titan Sign. Our eSignatures are 100% secure and compliant with HIPAA, SOC 2, ISO, GDPR, and other leading frameworks.
Frequently Asked Questions
Does Salesforce have electronic signatures?
You need to integrate electronic signatures with Salesforce so that you can sign, edit, and track digital documents.
How do I enable eSignatures in Salesforce?
You would need to integrate a third-party e-signature solution like Titan, DocuSign, or Adobe Sign. You can find these e-signature apps on the Salesforce AppExchange, along with other signing tools.
Which eSignature is best for Salesforce?
In our honest opinion, that would be Titan Sign. With Titan’s electronic signature software for Salesforce, you can design dynamic, responsive Salesforce signing processes with a simple drag-and-drop builder.
Titan Sign for Salesforce: More than a Signing Tool
Thanks for reading our article on electronic signatures for Salesforce. We hope we have enlightened you with our overview of the most popular apps on the market. We still hold that Titan Sign is the best app that integrates directly with Salesforce.
We have electric and digital signatures for Salesforce so you have complete flexibility in your documents. With our digital signatures in Salesforce, you get cryptographic tech to verify the identity of your signers. You can definitely rest assured that with Titan Sign you always get market-leading software for Salesforce.
Titan Sign for Salesforce provides more than just signing capabilities, though. For example, Titan Sign will alert key members in your organization whenever a document is viewed, voided, or signed. This feature lets you track the entire signing process in Salesforce.
We also have automation tools to update Salesforce records with data collected from fields in a document at the end of the signing process. Titan works with Salesforce in real time using no code and we would love to show you how to generate dynamic documents with pre-filled data.
To find out more about our out-of-the-box solutions that push and pull Salesforce data into documents, contact us through one of our social media channels below.
We hope to 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.