Salesforce is leading Customer Relationship Management software that helps companies understand their customers' needs and solve problems by better managing customer information and interactions — all on a single platform that’s always accessible from any desktop or device.
With Secured Signing’s and Salesforce integration you can manage the signing of customer documents completely from within Salesforce with the added advantage of Secured Signing’s secure digital signature technology. Create, send, eSign and track your documents within Salesforce, giving you back more time for the things that matter.
Secured Signing for Salesforce Benefits
- Salesforce classic & Lightning ready
- Send documents for signing with a few clicks
- Single or Multiple Signers - fits all workflows
- Automate your document creation by inserting Salesforece fields into your electronic document
- Track & manage documents in real-time
- Reduce manual data entry with two-way data flow - to & from Salesforce
- Automatically store e-signed documents and audit trails directly in Salesforce