Salesforce Electronic Signature
Did you know that electronic signatures (e-signatures) can help businesses close deals and complete transactions anywhere worldwide? By integrating a Salesforce e-signature into their systems, sales, commerce, and other business teams can prepare, edit, negotiate, manage, and sign contracts electronically on one platform. This eliminates the need for physical documents to be sent, received, signed, scanned, and manually processed, making it a highly efficient and effective solution.
The Salesforce Contracts application offers a vital feature – electronic contract signing using e-signatures. After all the parties involved have negotiated and agreed to the terms of the contract, it’s time to sign it. Unlike the old-fashioned method of wet ink signatures, a Salesforce electronic signature is quick and hassle-free. Signers can securely and easily create a signature on any device and embed it in the contract at a specific location. With e-signatures for Salesforce, you can edit, sign, send, and track documents in mere seconds, as they seamlessly integrate with Salesforce workflows.
How do you do electronic signatures?
There are two ways to use a Salesforce electronic signature:
Once the integration with the third-party provider is set up, you can follow these steps to see how to create a Salesforce electronic signature:
The recipients will receive an email notification with a link to access the document and electronically sign it. They can click on the provided link, review the document, and add their electronic signature by following the instructions from the electronic signature provider.
As the sender, you can track the status of the signature process directly within Salesforce. You can see whether the document has been delivered, viewed, and signed by the recipients. Once the document is signed, it can be automatically stored within Salesforce as an attachment or a linked file related to the appropriate record.
Don’t forget that you can set up automation in Salesforce to trigger follow-up actions after the document is signed. For example, you might want to update a status field, notify specific users, or create tasks based on the signature status.
What are the advantages of signing documents electronically?
Signing a document with a Salesforce electronic signature offers several advantages that significantly benefit your business processes and customer interactions.
Here are some key advantages of using a Salesforce electronic signature:
Titan Sign offers electronic signatures as well!
Titan Sign is a product of Titan, a no-code platform that allows you to create forms, documents, and workflows in Salesforce. Titan Sign enables you to send, sign, and track documents that require electronic signatures from within Salesforce using a secure and easy-to-use interface. You can also customize the signing process, add company signatures, and store the signed documents in Salesforce.
Some of the features and benefits of Titan Sign are:
Titan Sign complies with many regulatory requirements, such as the eSign Act and the Uniform Electronic Transactions Act (UETA). Easily share, manage, and track the progress of e-signatures directly from Salesforce using Titan’s sign solution.
Modernize your document or Salesforce forms signing process by aligning with today’s digital business practices, providing a competitive advantage in your industry. If you liked our article, make sure to read our Salesforce forms’ article on streamlining your business. We have no-code forms for Salesforce solutions, so make sure to contact us on one of our social media channels below.
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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.