eSignatures Inside Salesforce: Send, Sign and Store Without Leaving Your CRM

Secured Signing for Salesforce lets you create, send, eSign and track documents directly inside Salesforce. Customer data flows into your documents automatically, and signed copies and audit trails save straight back to the record. No tab-hopping, no re-keying, no chasing PDFs.

eSign Documents Inside Salesforce

Why teams use it

  • Stay in Salesforce. Send documents for signing in a few clicks, from the record you’re already working on.
  • Stop retyping data. Insert Salesforce fields straight into your documents. Two-way data flow means information moves to and from Salesforce without manual entry.
  • Know where every document stands. Track and manage signing in real time, so you’re not guessing who’s signed and who hasn’t.
  • Keep the paper trail where it belongs. Signed documents and audit trails are stored automatically in Salesforce, attached to the right record.
  • Fit any workflow. Send to a single signer or multiple signers.
  • Works with how you run Salesforce. Ready for both Salesforce Classic and Lightning.
  • Built on secure signing technology. Every signature is backed by Secured Signing’s digital signature security. 

Available on Salesforce AppExchange. Install in minutes, connect your Secured Signing account, start sending.

How it works

  1. Create: build your document from a Salesforce record, with fields merged in automatically.
  2. Send: choose your signer or signers and send, all from within Salesforce.
  3. Track: watch signing progress in real time.
  4. Store: the signed document and audit trail save back to Salesforce automatically.
Digital Signature for Salesforce

FAQs eSignature Integration | Secured Signing

What is Secured Signing for Salesforce?

It’s an integration that lets you create, send, eSign and track documents inside Salesforce. Signed documents and audit trails are stored back in Salesforce automatically.

Yes. You can send documents for signing with a few clicks from within Salesforce, to one signer or several.

Documents are signed using Secured Signing’s digital signature technology. See our [digital signature legality guide] for details on validity by region.

Install the package from AppExchange, assign permissions to your users, then connect your Salesforce environment to your Secured Signing account. Step-by-step guides are available for both Lightning and Classic.

Get in touch with our sales team today.