Salesforce Electronic Signature Tools Overview

Nikita R.

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

Updated: Apr 15th, 2024

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 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:

Teams can be more productive as manual tasks are now automated with a DocuSign and Salesforce integration.

You can sign well online with signatures that are compliant.

With DocuSign, teams can create documents for signing, direct them to individuals, and make approval processes faster.

Cons worth mentioning

Some customers cannot create envelopes. These are needed to send documents to signers, but the user interface will not display them.

Other customers who have installed DocuSign with Salesforce cannot get past the login configuration. DocuSign presents a 401 error which states “Not Authorized.”

Other customers cannot download the app. They also receive errors when trying to get an e-sign for Salesforce solution.

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:

It can be used with APIs, web apps, or Salesforce.

Conga has a platform called Revenue Lifecycle Cloud. It assists with revenue management by automating processes that nurture customer relationships.

You get tools to verify identities so you can authenticate signers before they open a digital document.

Cons worth mentioning

Customers on the Salesforce AppExchange marketplace have mentioned that the support team from Conga is unreachable to solve issues.

Some customers have walked away from Conga Sign and installed new apps as they were unable to resolve issues that were presented to the support team.

When customer support does engage with customers, their responses could take up to 7 days to appear. Sadly, some of the replies are just links to support articles.

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.

You receive safe signatures for online tasks.

You can add electronic and digital signatures to a range of documents like Microsoft Word docs and PDFs.

Teams can add email signatures to a document so that there is an order to your signing process.

Cons worth mentioning

According to reviews, the sales team does not know how Adobe Sign can be implemented into Salesforce.

Customers have been ignored when requesting integration help.

It can be an unpopular choice since customers have uninstalled the program and moved to other 3rd-party apps for Salesforce.

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:

With Formstack Sign, signers can sign a digital document on a computer, tablet, or smartphone.

Formstack eSign is easy to use, and you can try it out for free on a 14-day trial plan.

The app lets you drag and drop fields onto your document.

Cons worth mentioning

Customers cannot find documentation online to troubleshoot problems.

Customer support for integrating custom solutions is not helpful.

For simple tasks, Formstack is fine, but if you need complex solutions, you will struggle.

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:

You can electronically sign documents with a 30-day free trial.

Sign documents anywhere, 24/7.

With HelloSign, you can create follow-ups for signing documents using automation tools.

Cons worth mentioning

Some customers have taken months to set up the app and have failed.

The support team takes a while to respond to customer queries.

You have to pay for a support addon.

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:

You can use PandaDoc for eSignatures and sharing documents.

Teams can build documents quickly with an easy-to-use drag-and-drop builder.

You get to choose from over 750 free document templates.

Cons worth mentioning

There are errors that pop up when users try to add a document component, which makes it difficult to use the app.

Some customers found that the onboarding program was lacking.

When customers ask to cancel an account, the request is not implemented.

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:

Jotform Sign works well with PDF documents and can add eSignatures to them.

The app has automation tools to eliminate manual tasks found in traditional document signing processes.

Teams can collect signatures from signers.

Cons worth mentioning

Power users of Jotform Sign have mentioned that there is no error handling.

The app does alert the user if signatures or other data do not sync with Salesforce.

Power users do not have access to integration logs to address connection issues with Salesforce.

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:

Teams can sign documents from opportunities and contacts in Salesforce.

The app is fully compliant with EIDAS & GDPR and has high levels of data security.

Oodrive Sign can integrate with Salesforce.

Cons worth mentioning

Organizations with a small budget might find Oodrive Sign expensive to use. It is a paid service.

If your team has never used Oodrive Sign before, they will have to learn how to navigate the system. In this instance, you might need to request training at extra costs. Additionally, this learning curve could add delays to deals and projects.

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.

We hope to see you soon!

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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.