Salesforce Electronic Signature: An Insight into Digital Document Signing

5 min read

Marinda K.

Masterful Salesforce Scribe with an eye for detail

Updated: Mar 20th, 2024

Did you know that electronic 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 with Salesforce?

There are two ways to use a Salesforce electronic signature:

One option for a Salesforce electronic signature is to use Salesforce Contracts, a built-in app that lets you create and manage contracts. You can also electronically sign contracts directly within the app.

Another option is to use a third-party provider, like DocuSign, Adobe Sign, or Titan Sign, which can be integrated with Salesforce. You’ll need to connect Salesforce and the provider to set up this integration. Once set up, you can easily create and send documents for signatures through Salesforce.

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:

1. Select the document you want to have electronically signed. This could be a contract, agreement, proposal, NDA (Non-Disclosure Agreement), or any document requiring a Salesforce electronic signature.

2. If your chosen electronic signature provider supports templates, create a reusable template for the document. Templates allow you to pre-define signature fields, initials, date fields, and other required information, making it easier to repeatedly send out documents for signature.

3. Depending on the integration, you can initiate the signature process from various places in Salesforce. For example, you might have a custom button or an option in the Salesforce object’s related list to start the electronic signature process.

4. Specify the recipients who need to sign the document. You can select recipients from existing Salesforce records or enter their email addresses directly.

5. If using a template, map the signature fields in the document to the corresponding Salesforce fields or recipient information. For instance, you might map the “Recipient Name” field in the document to the “Contact Name” field in Salesforce.

6. Before sending the document, review the details to ensure everything is set up correctly. Then, send the document for signing with your e-signature for Salesforce.

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. Browse the best Salesforce electronic signature tools on the market.

E-Sign Salesforce: Electronic Signature in Salesforce

Here are some key advantages of using a Salesforce electronic signature:

E-signatures eliminate the need for printing, scanning, and mailing physical documents, reducing the time and effort required to obtain signatures. This streamlines your agreement and contract processes, leading to faster turnaround times and increased productivity.

When customers e-sign documents, it provides them with a more convenient and seamless signing experience. They can sign documents electronically from anywhere, using any device with internet access. This convenience can lead to higher customer satisfaction and a positive brand image.

Reputable e-signature providers implement robust security measures to ensure the authenticity and integrity of signed documents. Additionally, electronic signatures can be legally binding in many jurisdictions, provided they meet specific requirements. This ensures that your agreements and contracts are legally enforceable.

Electronic signature solutions often come with built-in audit trails that track every step of the signing process. This provides a clear record of when the document was sent, viewed, and signed, along with IP addresses and timestamps. Such transparency can be valuable for compliance and legal purposes.

Integrating e-signatures directly into Salesforce allows you to manage the entire signature process within your CRM platform. This streamlines your workflows, ensures data accuracy, and keeps all relevant information in one centralized location.

When clients sign documents electronically in Salesforce, you can monitor the status of signature requests in real-time. You’ll know when the document has been sent, received, viewed, and signed, enabling you to follow up promptly when needed.

Implementing e-signatures can save costs by reducing paper, printing, and postage expenses. The time saved in the signing process can also free up resources for other essential tasks.

E-signature solutions enable mobile signing, allowing your customers and team members to sign documents on-the-go using their smartphones or tablets.

Many e-signature providers allow customization of the signing experience, including adding your company’s branding to the signing interface. This helps maintain brand consistency and professionalism.

E-signatures can be integrated into your Salesforce workflows, automating the signature process based on specific triggers or criteria. This automation saves time and ensures consistent handling of agreements and contracts.

Titan Sign: Electronic Signature Software for Salesforce

Titan Sign is a product of Titan, a no-code Salesforce 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 integrates seamlessly with Salesforce, so you can create and send documents for signature without leaving Salesforce.

It integrates seamlessly with Titan DocGen, which allows you to generate documents from Salesforce data and templates.

It supports multiple signature types, such as Titan Certificate, Self Certificate, or External Certificate.

It allows you to assign company signatures to your documents, pre-defined signatures representing your organization or department.

It provides real-time status updates and notifications on the signing progress of your documents.

It is easy to use, even for users unfamiliar with eSignatures.

It uses industry-leading security to protect your documents and signatures. It offers flexible pricing plans based on your usage and needs.

It is flexible enough to meet the needs of businesses of all sizes.

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.