eSignature Presentation for Sales Teams Simple

How To Implement eSignature in SalesForce

the e-sign live for salesforce pre-integrated app allows sales teams to shorten sales cycles and close business faster with electronic signatures reps can prepare and send sales contracts NDA's purchase orders or any other document requiring a signature without ever leaving Salesforce you can even automate and customize the sign line for Salesforce to work with your organization's sales process by creating conventions your documents can be Auto populated with object fields from Salesforce customize the seiner workflow and even pre populate documents to an e-signature transaction in this implementation of each sign line for Salesforce the convention was created to customize the e-signature workflow in Salesforce the process is triggered once the user clicks on the auto send proposal custom action created from the opportunity object which lets them automatically send the sales proposal you have the flexibility to develop similar custom actions for other standard and custom objects in Salesforce send a sales proposal from an opportunity in Salesforce in just a couple of clicks simply select the opportunity object let's send a sales proposal to Roger David adds own consultants for signing in the change owner drop-down you can create a custom action called auto send proposal that automatically sends the sales proposal to the prospect with the sales amount and signature fields in the document and that's it in just a few clicks your sales proposal has been sent without manually adding documents signers or placing signature fields in the document take a look at the package sent from the opportunity you'll see the package name sales proposal and signers are already pre-populated from the Salesforce record the sales proposal document is also pre-populated with the amount on the sales contract and the necessary signature blocks and fields in place once you've sent the document your signer will receive an email asking them to e sign the sales proposal your customers can securely sign from anywhere on any device without using Salesforce or downloading the app as the sender you can also ease sign the document from within Salesforce every e signed document includes tamper-evident signatures and comprehensive audit trails to protect your digital transactions what's more the e sign sales proposal will automatically be archived in Salesforce Salesforce users can monitor the status of their documents anytime without of the Box reports that are included with the e sign live app get a snapshot of the packages across your organization that are in draft mode sent and complete it with a sign live for Salesforce you'll not only close deals faster but also enhance the overall customer experience with your prospects and customers try e sign live for Salesforce and see how easy it is to securely send and signed documents without ever leaving Salesforce go to the Salesforce app exchange to download the app today