E-Sign Releases Updated Integration with Salesforce

We’re excited to announce the launch of the latest update of our integration with Salesforce, allowing businesses to streamline their document processes and maximise their Salesforce investment.  

Salesforce is a popular CRM with many organisations that use it to effectively manage their sales and close deals quickly and efficiently. The integration of E-Sign simplifies these processes even further. Offering a wide range of useful benefits to businesses looking to optimise their sales workflows.

What can you do with E-Sign for Salesforce?

E-Sign’s integration with Salesforce simplifies the process of creating, editing, negotiating, managing, and signing contracts by doing it electronically through the platform. You won’t need to switch between different applications, once integrated, all your document requirements can be managed through Salesforce. 

Signers can create a unique, secure, and legally valid signature on any device. Which can then be digitally embedded in the signature field on a contract document. Other useful features of the E-Sign and Salesforce integration include: 

• Sign documents faster with intuitive and interactive signing
• Merge customer, product, and pricing details to create sales documents in seconds
• Automate invoice generation with Salesforce Billing and Management
• Build contracts using pre-designed templates and Salesforce data effortlessly
• Track the status of e-signature requests
• Set document expiry dates and reminders

E-Sign’s Managing Director, Thomas Taylor said, 

“E-Sign supports businesses with their document needs, saving time and money on the signing and document workflow process. Our Salesforce integration takes this goal a step further. The combined features of E-Sign and Salesforce creates a digital ecosystem and makes sales transactions much more efficient. Meaning deals can be closed quickly and easily.”

The benefits of integrating E-Sign with Salesforce

There are many important benefits of integrating E-Sign with Salesforce, these include:

Increased security

Salesforce is a highly secure platform and if integrated with E-Sign, you can feel confident that your digital documents are protected. All documents stored in Salesforce require an access code and E-Sign electronic signatures come with a full audit trail. This details the date, time, location, and IP address of the signature to ensure legal validity and improve organisational compliance with relevant regulations. 

Manage multiple signers

E-Sign for Salesforce makes it easy to collect signatures from several signers, saving a significant amount of time compared to traditional paper processes. Also, you can set a specific signing order if needed to ensure a seamless transaction for all parties. This is a key benefit for organisations using Salesforce as it expedites the processes and improves the signing journey for customers. Ensuring they have a positive experience with you.

Cost and time savings

By digitally signing documents through Salesforce you can eliminate unnecessary spending on paper, printing, ink, document storage etc, and this part of your budget can be reallocated to more important areas of your business. It might not seem like much, but paper and the related costs can quickly build up to form a substantial part of your budget. Removing this cost will allow you to invest into your business in other ways to ensure growth. 

Also, utilising electronic signatures can significantly reduce your document turnaround time. Therefore, you can finalise contracts within a few hours rather than days or potentially weeks. You have the option to use templates to further save time in your document workflows. Either by uploading your own or using E-Sign’s pre-built templates.

Both options allow you to quickly generate tailored documents like contracts and invoices, which enables quicker and more efficient deal closures. Saving time and increasing efficiency in your sales workflows will allow you to increase your workload capacity and sustainably grow your sales and business overall.  

Boost productivity with automation

E-Sign’s integration with Salesforce allows businesses to implement automation into their sales document workflows. The ability to automate time-consuming, manual administrative tasks helps to improve productivity. As your sales team can focus their time and energy on closing deals rather than filling in paperwork.

To get started with this integration, download E-Sign for Salesforce from the App Exchange and follow the steps.   

If your organisation uses Salesforce and you’re looking to streamline your document processes even more, E-Sign’s integration could be the ideal solution. Contact us today and our digital transformation team will be able to discuss your requirements and ensure a seamless integration of the platform with your existing Salesforce processes.