eSign and Salesforce Integration

Our direct Salesforce integration lets your team prepare, sign, and manage contracts directly within Salesforce. Accelerate workflows, reduce costs and improve customer experiences.

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eSign and Salesforce Digital Signature Integration

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Get Started with E-Sign for Salesforce

Join the 1000's of other business leaders and governments providing a faster, secure service with eSign.

  • Send, sign and manage documents in Salesforce
  • Streamline the contract lifecycle
  • Track the status of e-signature requests
  • Merge customer data into sales documents






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    Maximise Your Salesforce Investment with eSign

    Seamlessly integrate customised deal information to produce sales documents, streamlining the process. Create highly adaptable quotation forms directly from Salesforce, allowing for effortless configuration. Employ automated invoice generation to comprehensively manage deals, enhancing efficiency in the overall workflow.
    •  Save time - Reduce document turnaround time to minutes
    •  Reduce risk - Remove manual tasks which increase error rates and compliance issues
    •  Increase productivity - Automate workflows for efficient team working without leaving Salesforce.
    1.1 million
    documents processed per month
    20,000
    new signers per month
    400,000
    envelopes sent per month
    1.1 million
    documents processed per month
    20,000
    new signers per month
    400,000
    envelopes sent per month

    Automate manual tasks to increase efficiency.

    Streamline Contract Lifecycle From Start to Finish

    eSign’s Salesforce integration streamlines your document lifecycle by organising contracts and automating tasks like reviewing, signing, billing, and updating records. This reduces manual effort, allowing teams to focus on closing deals.

    Improved workflow management and task automation also enhance team collaboration and communication during document review and negotiations, ensuring efficient contract processes.

    Try the Salesforce App
    Send a Document from SharePoint Document Library

    Prepare agreements quickly and easily.

    Reduce Document Turnaround Times

    Integrate eSign with Salesforce to automate workflows and save valuable time on agreement processes. Quickly create, sign, send, and manage sales agreements directly within Salesforce to significantly reduce document turnaround times.

    By combining customer, product, and pricing data, you can seamlessly generate relevant sales documents, complex quotes, and automate batch invoicing from other areas of Salesforce, further decreasing turnaround times.

    Collaborate with Salesforce

    Move agreements faster and avoid delays.

    Provide Enriched Signing Experiences

    Using eSign within Salesforce provides a seamless signing experience for customers, allowing secure, device-compatible e-signing at their convenience. Automating data entry reduces human errors by auto-filling customer data into agreements and syncing it back to Salesforce, minimising mistakes and delays. This ensures a smooth, error-free process, enhancing the customer experience.

    eSign Process End to End

    Close more deals in less time with eSign.

    Boost Workflow Productivity With Templates

    The eSign and Salesforce integration boosts productivity through the use of templates. You can create custom templates or use eSign’s pre-built ones, ensuring the right fields for signatures and details are included. These templates allow you to quickly generate tailored documents like contracts and invoices, enabling faster, more efficient deal closures.

    eSign for All Industries

    Testimonials

    multivac-esign-customer

    Mid Devon District Council

    “Using eSign has made our tenancy completion processes so simple. You don’t have to be technically savvy to be able to use the platform and it doesn’t draw on any other ICT resources. Our tenancy agreements and documents are signed within minutes and we’ve even had tenants’ comment on how easy it is to use as a signer which is fantastic.”

    Lisa Harber | Team Leader 
    Portsmouth Testimonial

    Portsmouth University Hospitals

    “E-Sign has proven to be a fantastic system that has had an important positive impact on our homecare prescription services. It has enabled us to significantly reduce the administrative burden on clinicians, creating a lean process that allows prescriptions to be signed and completed within minutes rather than days. The combination of E-Sign and our new prescription management platform has transformed our workflows, allowing us to improve the service we provide. A patient’s health is at the end of each document and E-Sign has helped us ensure that every document is processed quickly, securely, and accurately.”

    Raghu Mamullapally | Lead Pharmacist Homecare Services
    Leicester Hospital Case Study

    University Hospitals of Leicester

    “We have seen significant improvements in our pharmacy service efficiency since implementing E-Sign. The platform is user-friendly and has allowed our team to securely and reliably provide prescriptions for crucial patient medication, minimising the risk of supply disruption and saving valuable time. Collaborating with E-Sign has been an easy process, Desi and Luke have always been professional and approachable to offer support when needed.”

    Amy Page | Kidney Pharmacy Team
    oxford-university-testimonial-logo

    University of Oxford

    “The University of Oxford have appointed eSign UK Ltd. as their preferred electronic signature platform. eSign quickly guided departments on the most cost-effective and efficient route offered, providing continued support to ensure contracts were completed and deadlines met.”

    Purchasing Department | End User
    paratus-law-testimonial-logo

    Paratus Law

    “The law supports the use of electronic signatures, and eSign is an essential tool for any business wishing to enhance customer experience and accelerate revenue. Esign is incredibly user-friendly, and using it has been a very positive experience both for me and for my clients.”

    Simon Arthur | Owner
    beyondly-testimonial-logo

    Beyondly

    “eSign has transformed our operations at Beyondly. Integrating eSign into our systems was relatively straight forward and has massively improved customer and team experience. As a Bcorp organisation we place high value on our environmental impact and since inception, eSign has represented a 31.46kg saving of CO2 entering the atmosphere.”

    Emily Rice | Operations Manager
    ncha-testimonial-logo

    National Clinical Homecare Association

    “The tools are very easy to set up and intuitive to use. When we encountered issues, the eSign team was agile enough to respond, usually on the same day. The copy template feature has made setup with new customers much easier.”

    National Clinical Homecare Provider | End User
    slaters-testimonial-logo

    Slater Heelis Solicitors

    “eSign is an invaluable tool that assists us in keeping track of our legal matters. It gives us full control of the document journey and has greatly improved signature capture and document turnaround times.”

    Slater Heelis Solicitors | End User
    morgan-ash-testimonial-logo

    Morgan Ash

    “Working in the regulated financial and medical markets we need a quick secure and economical signature process. eSign gives us all of these.”

    Andrew Gething | Managing Director
    blue-i-testimonial-logo

    Blue I Properties

    “Can’t recommend esign enough. It is quicker, easier and cheaper to use than many of their competitors.  The detailed Document History provides useful evidence and proof of when your document was created and signed.  Their team members are extremely knowledgeable of the systems, friendly and professional.  All in all, an amazing product at a very competitive price.”

    Debbie Collins | Lettings Administrator
    government-property-testimonial-logo

    Government Property Agency

    “One thing which sets eSign apart is their flexible signature packages, allowing flexibility in both pricing and usage to provide the best solution for the organisation. The GPA has been very well looked after by our eSign account manager and we look forward to continuing our relationship with them.”

    Government Property Agency | End User
    10-100-devon-testimonial-logo

    10-100

    “The solution was simple to use, has a great management portal, and the price met our expectations. We now use the product for our own internal use and have recommended and deployed it into our customers when we get requests for signature solutions. eSign’s ongoing support is excellent, and they are continuously improving and developing their solution.”

    Paul Visagie | IT Consultant
    cambridgeshire-county-council-testimonial-logo

    Cambridgeshire County Council

    “eSign has brought both time and efficiency benefits to our department since we started using the platform two years ago. It is easy to use and they have useful training videos available which have been helpful for training our team on how to use the platform and its features.”

    Wendy Ballard | End User
    churchill-support-services-esign-testimonial

    Churchill Support Services

    “Using eSign has significantly reduced the time it takes to send and receive contracts which means we close deals quicker. I especially like how you can redirect and edit documents without creating new envelopes and keep track of which contracts are pending signature as an admin. As an environmentally friendly business, it’s helpful to see how much carbon we are saving with the carbon counter. I would definitely recommend eSign to a business who is looking to close deals faster.”

    Katie Butcher | Client Relationship Manager
    university-of-salford-testimonial

    University of Salford

    “We use eSign at the University of Salford to issue copyright declaration forms when supplying copies of material to users of our archives. We used to issue the forms as attachments to emails, but users found it difficult to sign and return the forms, especially if they didn’t have a printer. Sending the forms using eSign has made it much easier and quicker for our users to sign and return the forms. From our end it is simple and straightforward to issue the forms via eSign and we get a notification when they have been completed.”

    End User | University of Salford
    polden-bower-testimonial-logo

    Polden Bower

    “We wanted a user-friendly system that would comply with finance policy, manifest maximum engagement from all Signatories, and had the capability to offer more as we grow as an organisation.  eSign fits the bill on all fronts for us from affordability, cost savings, accessibility and functionality perspectives, right through to tried and trusted customer service, support and data security.  We spent our first year on the Business Plan to embed this new way of working into our processes and we are now ready to roll out eSign access to other Central departments as we upgrade to the Enterprise subscription.  The user guides, chat facility, training offer and support provided by eSign is all really helpful and the team are always responsive when we get in touch.  It’s also reassuring that the Data Centres are in the UK and are managed by eSign.”  

    Alison Sanders | Executive Finance Officer
    Boon Bookers Testimonial Logo

    Boon Brokers

    “E-Sign has significantly helped our operations at Boon Brokers. Previously, clients had to manually print, sign, and scan documentation back to us. With the help of E-Sign’s API, we have managed to integrate the system into our software. This now enables all clients to easily E-Sign our fact-finds within a matter of clicks via e-mail. This has significantly improved the efficiency of our business. Thank you, E-Sign.”

    Gerard Boon | Managing Director, Boon Brokers
    Thula Testimonial logo

    Thula

    “We are very proud and thrilled to be working with the eSign team, creating a truly digital and revolutionising management tool for controlled drugs in a post-pandemic world. The benefits to the clinical and pharmacy teams are huge and drives greater legislative and regulatory confidence and safer and efficient patient care.”

    Adele McAllister | Manager
    Hessington Health Testimonial

    Hessington Health

    “Hessington Health is a busy national health screening and occupational health practice with over 18 independent schools and over 10,000 staff members. The challenge we have faced is reminding employees to sign consent forms before we release the reports to their employers. This is an incredibly time consuming process. E-Sign has offered us the perfect solution. The online dashboard allows us to track the consent forms in their journey, Set reminders and have a safe place to store the completed forms. This has saved us an immense amount of time and improved our governance in this area. It also allows the user to create bespoke forms meaning any organisation from any sector will be able to utilise this package.”

    Harjeev Rai | Medical Director

    Benefits of eSign Integration with Salesforce

    Esignature Streamline Business Communications

    Reduce risk in your workflows

    The eSign and Salesforce integration helps to eliminate time-consuming, manual tasks that typically have an increased risk of errors on your sales documents. Seamless automation ensures your contracts are error-free.

    Esignature Modernise Business Operations

    Increase team productivity

    Automation through eSign and Salesforce streamlines workflows to improve efficiency, which supports sales teams and increases productivity. This means teams can manage their documents without leaving Salesforce.

    Improve Customer Experience with E-Sign

    Save time on sales transactions

    By optimising your workflows with the eSign and Salesforce integration your business can save valuable time and resources closing deals. This creates a strong foundation for your business growth, increasing the volume of sales you can achieve.

    Frequently Asked Questions

    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.

    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. 

    Is Salesforce used in the UK?

    Yes, Salesforce is a popular CRM for many UK businesses, revolutionising how they interact with their customers. It has been widely adopted by various industries and continues to support organisations with their sales management.

    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.

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