Salesforce User Guide
Maximise your Salesforce investment with E-Sign for Salesforce.
E-Sign for Salesforce
Watch the tutorial video.
Send a Document for Signature from an Opportunity
Watch the video tutorial to learn how to send a document for signature from an existing Opportunity in your Salesforce account.
Frequently Asked Questions
How do I Install E-Sign for SharePoint?
You can download the E-Sign app on the Salesforce App Exchange. Visit our How to Install E-Sign for Salesforce user guide for a step-by-step guide to getting started.
Why is Salesforce so popular?
There are several reasons why Salesforce has become a popular CRM solution for many organisations. One main reason is that Salesforce has a very user-friendly interface.
The platform is designed to be simple to understand, navigate, and use. Businesses can also tailor the interface to meet their specific requirements, which adds to its positive impact as a must-have tool for organisations.
What plan is the eSign and Salesforce integration available on?
This integration is available to customers on all plans and is available to download from the Salesforce App Exchange.
What is Salesforce mainly used for?
Salesforce is a cloud-based CRM (Customer Relationship Management) platform that allows businesses to effectively manage sales operations, customer data, and marketing campaigns.
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