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The Salesforce integration is not currently available via the Salesforce App Store (AppExchange). Please contact our sales team to gain access to the integration.

Integrations

Digital signatures in Salesforce

With the integration of signoSign/Universal into Salesforce, PDF documents can be made available for electronic signing directly within your familiar working environment.

The solution can be integrated into the Salesforce interface wherever documents are processed. Typical use cases include contract documents, approvals, forms and other document-based processes in sales, service and administration. Signature fields can be dynamically configured using keywords, allowing documents to be fed into the process in a ready-to-use format. Once signed, the documents are automatically imported back into Salesforce as new versions.

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Features & Benefits

Signature processes are initiated directly from Salesforce and managed within the relevant document context. This allows existing workflows to be expanded digitally without having to rely on separate external processes.

Directly in Salesforce
The integration can be incorporated into the Salesforce interface wherever documents are available. This allows users to remain in their familiar environment and avoid switching between separate applications.
Signing in person or remotely
Documents can be edited and signed directly, or shared for an external signature. signoSign/Universal supports both in-person and remote signatures.
Dynamic signature fields
Signature fields can be configured using keywords within the document. This simplifies the preparation of recurring documents and reduces the amount of manual work required.
Automatic re-import
Once the signing process is complete, the document is automatically returned to Salesforce. Returning it as a new version ensures that document versions within the process remain traceable and organised.
Flexible operating models
The system can be deployed both as a SaaS solution and on-premises. This allows the solution to be adapted to existing IT and compliance requirements.
Legally compliant signature processes
signoSign/Universal supports advanced and qualified electronic signatures in accordance with eIDAS. In addition, the solution protects documents against tampering and, depending on the scenario, can also capture biometric signature data.

Frequently Asked Questions

Here you will find answers to the most frequently asked questions. Please feel free to contact us at any time if you have any further questions.

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