Salesforce User Guide

Maximise your Salesforce investment with E-Sign for Salesforce.

Try the Salesforce App
E-Sign Salesforce User Guide

E-Sign for Salesforce

Discover how to get the most out of your Salesforce investment with E-Sign for Salesforce. Watch our tutorial videos to learn how to use the E-Sign plugin with your Salesforce account.

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.

Send a Document from SharePoint Document Library

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.

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. 

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 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.

Try eSign for Free Today

Try the UK's leading electronic signature online document signing service free, no credit card required
Try Us Free
Try eSign Free Today

Accreditations & Awards

Crown Commerical Provider
Cyber Essentials Plus
ISO 9001 Quality Management
ISO 27001 Information Security Management
Information Commissioner's Office
2023 SME Committed Badge
digital-trasnformation-UK-winner
esign gdpr logo

Reviews & Security

Capterra User Reviews
G2 Crowd Reviews
Trustpilot Logo
Secure Trusted Commerce
Rapid SSL Logo
Select Language