Help Me With Integrate eSignature in SalesForce

Need a Document management solution that is 1. WORM (write once read many) compliant, 2. supports digital/e signature, 3. version control, 4. User Permissions and 5. Integrates with Salesforce. Is there one? There are many, depending on your specific needs and your existing infrastructure.#1 - Box - integrates with signNow and Salesforce and has version control.  Their integration with Salesforce is described here: Box for Salesforce: Overview and FAQs #2 - Microsoft announced that SharePoint is going to integrate with Salesforce, and also almost all of the Microsoft products are integrated with signNow.  I haven't seen the SF <-> SharePoint connector work though: Salesforce.com Connects To Microsoft SharePoint - InformationWeek I am sure there are others as well.  There are a bunch of ...

Quite mature!! Look at the REST APIs provided by EchoSign REST API - Document E-signature Software - signNow Document Cloud. It covers almost every EchoSign resource and operations possible on such resources. Also the play ground style documentation let developers explore as well as try out APIs on the same page which really helps a lot in understanding the APIs. There are API code samples available in multiple languages like Java, python, PHP etc. It is because of EchoSign mature APIs that it has integration with products like Salesforce, SugarCRM, NetSuite, Office365 etc.

Try signNow, the e-signature app loved & used widely used by businesses & professionals across the globe to reduce the turn-around time & help to remain uber productive.Apple & Google loved product is used by more than 3.5 million people across 150+ countries. signNow lets you electronically sign & send documents from smartphones, tablet and web.One can easily import documents of size upto 25-30 MB.This is what professionals across verticals have to say about this product!Also, it is tax-time, what are you waiting for, give this a spin.

Businesses looking to boost performance need to look beyond a traditional CRM like Salesforce and Hubspot. A new wave of business requirements indicates that CRM software today needs to be a fully loaded communication suite that includes a phone system, SMS, email and internal chat. The need to manage leads, contacts and documents have evolved. Expensive applications charging per user fees are no longer cutting it for the long term. These are all reasons to consider CRMDialer’s CRM Software, including five additional unique features that you just won’t get from Salesforce or Hubspot.Despite...

Sometimes we really don’t understand what we mean under “best”, even this question doesn’t elaborate what the best service means? Which criteria the author believes the service fits the best? price?best design? Reliability?Let’s better talk about “suitable” for this moment and current needs.As the previous answers mentioned, do you need the service to be available on all major platforms or a signature that will stand up in court?Do you need a free simple solution, a feature-rich service that charges on the amount of signatures/documents signed or on monthly basis?Do you need to work with your documents on the go with low or no internet connection (while travelling, in the airport or plane)?And you can ask yourself with tons of such questions to create a matrix of features-service to choose the one you need. Or you can use 3rd party platforms like Alternativeto to initially select the provider you are interested in.When we conducted a closed beta testing for signNow recently, one of the goals was to understand the main criterias SMB owners from US use to choose a solution or switch to another one.We interviewed more than 230 businesses and what’s interesting, while the top factor goes to Security&data privacy, price or for example, digital signature availability is not in Top-3 of choices. Speed of an app/solution and multiplatform availability (works in web browser as well as on Mac, iPhone/iPad, Android and Windows devices) are what values higher.So, if there is a need to sign/send documents on Mac, iphone/ipad, android, windows and web browser and to work with documents offline, signNow is alternative to go with. We are still in beta, implementing some major requests from our beta users, but will be launching this September.And, signNow is free while in beta.

I work at Tenfold and I’ll go straight ahead and say that our CTI solution is a great tool that should be part of any startup’s sales stack. It’s a CRM integration that automatically logs all data from your CRM and other databases and displays everything in a single screen pop-up. It also captures data from any business interactions over the phone, SMS, emails, and chats, enabling you to make smarter and more efficient marketing strategies.On top of that, it’s also got added features that enable better streamlining between marketing and sales teams as well as sales management.Call Analytics DashboardIt provides an Advanced Call Analytics dashboard for real-time and historic data.Gamification of Call ActivityIt has 4 leaderboard badges corresponds for most calls, most talk time, most answered inbound calls and the highest connect rate. Its analytics chart shows which users earned the most calls and most talk time.Easy Task CreationUsing natural language process (NLP), Tenfold automatically creates a task in the CRM when it identifies phrases such as “follow up tomorrow,” “try again this afternoon,” or ”call back next week.”Email Template IntegrationEmails can be sent by clicking the email icon on the floating UI, selecting the template a rep would like to send, and send via the user’s default email application.Create New Records When No Match Found and Add New Number to an Existing ContactWhen the call received has no matching record found, Tenfold allows you to type in a name or company name and create a new lead, contact, account or custom object with a single click. It also lets you to quickly search by name or company name for matching records and add the new number as a secondary number to the existing record.If you’re keen to learn more you can ask for a demo here. Hope this helps!

Salespeople are always on the lookout for tools that can make their lives easier. And, our sales folks are always willing to help just about anyone with what they've learnt. So, we asked them for the best chrome extensions that they use daily, ones that enable them crush their targets.Chrome extensions are a smart way of getting things done faster and fit in to your daily work life seamlessly. If your sales folks use Google Chrome, then they're going to love this list that we have compiled below:1. LINKEDIN SALES NAVIGATORCATEGORY: LEAD GENERATIONPRICING: $65/$100/USER/MONTHWe begin with the ones that is most obvious that you might already be familiar with – LinkedIn Sales Navigator – but, whether you’ve tried it or not, you can still get the Sales Navigator browser extension, as it works both for those who have a regular, free LinkedIn account, and those who have the LinkedIn Sales Navigator tool.And depending on your plan, you’ll get different benefits and features:REGULAR LINKEDIN ACCOUNT:Look up for a profile of any of your Gmail contacts by hovering over their email address - you’ll get to see important information from their LinkedIn profile directly without having to leave Gmail, including your shared connections and their work experience.SALES NAVIGATOR ACCOUNTIf you have full access to LinkedIn Sales Navigator, you can use the extension to quickly save your contacts as leads. You also have access to 'TeamLink' which helps to find any common connections with prospects so you can get an introduction.2. HUNTER.IOCATEGORY: EMAIL SCRAPINGPRICING: FREE, $39, $79, $159 /USER/MONTHThe Hunter Chrome Extension helps you find the most crucial contact information that you care about – company email addresses.The tool can be used on any website you want - if the icon is colored orange, that means it’s found some emails for that particular company, so you can click on it to check the results.Sometimes, you also get a name with the email to help you understand whose it is, but not all the time. Additionally, you might encounter quite a few out-of-date emails, but Hunter combats this by giving all emails a quality score to let you know how likely it is that email is still in use.You can also find possible email addresses from lead names using their native algorithm and domain names and verify validity of email addresses. Find email addresses in seconds • Hunter (Email Hunter) has the highest accuracy rates of all the email scraping tools our sales folks have used so far.3. EMAIL EXTRACTORCATEGORY: EMAIL SCRAPINGPRICING: FREE, $9.99 ONWARDSEmail Extractor is a tool similar to Find email addresses in seconds • Hunter (Email Hunter) that assists in finding the right domain and email addresses for prospects. It can even host details such as Twitter and Facebook accounts in its databases. It can provide you with domain names and email addresses of members of the organizations with those domains that are scraped from various websites.Alternately, you can also enter the name of a lead and the domain name and Email Extractor will give you an email address with decent accuracy rates.You can also verify any email address on the platform and it will let you know if it is a valid email ID or not. We have encountered scenarios where the domain is a "catch-all" domain and it cannot be 100% verified if the email exists or not.Exporting of the contact details of bulk prospects and downloading as a .CSV file is a notable feature of Email Extractor.4. SKRAPPCATEGORY: EMAIL SCRAPINGPRICING: FREE, $49, $99, $199, $299 /USER/MONTHSkrapp as a Chrome Extension works seamlessly with LinkedIn and can help you pull professional email addresses of your prospects straight out of their LinkedIn profiles.It runs on a predictive algorithm and hence reliability of the email addresses is not 100% but the reason why our salespeople have Skrapp in their Sales stack is the convenience of it - the "Find Email" button right under the "Message" button makes it so easy to quickly scrape the email address of the prospect and then moven to the next - a deadly combination with LinkedIn Sales Navigator!The lists in Skrapp are quite useful as well and are directly accessible within the Chrome extension itself. You can add the scraped email addresses to any of the lists that you may have created. However, it doesn't always find the email that you need although when it does, it mentions the probability of it being accurate.5. KLENTYCATEGORY: EMAIL OUTsignNowPRICING: $30, $60, $100 /USER/MONTHKlenty is your one stop shop for all your cold email outbound needs and the Chrome Extension lives up to that. You can set up cadences, automate follow-ups, track sent emails and even find email addresses of prospects.You can quickly start your cadences from your inbox via the Gmail plugin without having to hop on to the platform and toggle settings like time of sending, number of days between touchpoints and nifty placeholders which can be customized on the platform.There are also some well researched cold email templates that will increase your open rates and response rates.6. STREAK CRMCATEGORY: EMAIL TRACKING AND CRMPRICING: FREE, $49, $99 /USER/MONTHStreak was made specifically for businesses that thrive on the Google suite of products. It integrates seamlessly with your Gmail, Google Sheets, Google Docs and can send/ track emails, set up cadences and is also a CRM. The beauty of Streak is that it is capable of running your entire sales process from within your inbox.It also provides you with options to completely customise the CRM as you see fit allowing it to run as a tool for Sales, Recruiting, Fund Raising and even Project Management.As a CRM, Streak is designed to be as flexible as possible with use cases for all members of an organization and is also one of the most downloaded Chrome Extensions on the web store in this category.7. DATANYZE INSIDERCATEGORY: SALES PROSPECTINGPRICING: FREEDatanyze Insider is a simple, yet highly useful tool for sales prospecting.Whenever you're on a company website, all you have to do is click on the extension to get a wealth of useful information to prepare you for contacting your leads:See, at a glance, important information about the company, such as their location and contact details, as well their revenue bracket, how many employees they have, and how much they've spent on techQuickly access social and technology insights about the companyPlus, you can also highlight a person's name to see if you can find their contact details, and add/export contacts to your CRM tool.8. ZOOM SCHEDULERCATEGORY: VIRTUAL MEETINGPRICING: FREE, $14.99, $19.99 /USER/MONTHZoom, the cloud meeting company, unifies mobile collaboration, cloud video conferencing and simple online meetings into one easy-to-use platform.The Zoom Chrome Extension allows participants to schedule Zoom cloud meetings directly from Google Calendar. With the click of a button, you can start an instant meeting or schedule a future meeting. The meeting URL and information is sent via a Google Calendar invitation so the attendee can join with a single-click.Zoom Chrome Extension allows you to:Start an instant meetingSchedule a meetingSchedule a meeting for others9. FRESHSALESCATEGORY: CRMPRICING: FREE, $12, $25, $49, $79 /USER/MONTHFreshsales is a sales CRM for teams who don't want to juggle between multiple tools. It offers everything a salesperson needs - built-in phone and email, lead scoring, customizable reports, event tracking and a visual sales pipeline - in one single platform.With Freshsales' Chrome extension you will have a 360-degree view of the prospect inside Gmail, so you have more context before connecting. Once you install the chrome extension, you will be able to see all the relevant information and sales history whenever you open an email from a lead or a contact. Information such as recent activities, notes, tasks and associated deals will all be visible. Freshsales possibly has the cleanest UI out there.By providing the most commonly-used features at very nominal prices, Freshsales is quickly becoming one of the most widely-used CRMs.10. SALESFORCE LIGHTNING FOR GMAILCATEGORY: CRMPRICING: $25, $75, $150, $300 /USER/MONTHLightning for Gmail lets you experience Salesforce right from Gmail. This Chrome Extension is compatible with Salesforce Classic UI and Lightning Experience.Increase productivity by getting additional information about your email with details coming from Salesforce. Create new Salesforce records without toggling between applications.Salesforce is the most well known CRM in the market and is widely considered the leader in this space. It will however eat a huge chunk out of your pocket and is recommended for teams who truly need the features.11. PIPEDRIVE CRM FOR GMAILCATEGORY: CRMPRICING: $15, $29, $75 /USER/MONTHPipedrive is a feature packed CRM which can be a very good addition to your stack. With this Chrome Extension, you'll be able to access your Pipedrive contacts and deal without having to leave Gmail. The moment you click on any email, you'll instantly see your sales history with the contact, so it's easy to get the full picture before moving forward.From the comfort of your Gmail inbox, you can add new contacts, create new deals, add notes and activities in Pipedrive without having to leave Gmail.An increasing number of businesses are employing Pipedrive as their preferred CRM, the customizable dashboard being a key reason for doing so.12. HUBSPOT SALESCATEGORY: EMAIL OUTsignNow & CRMPRICING: FREE, $50, $400Hubspot Sales is a suite of sales tools that aid in email outsignNow. Features like email tracking, attachment tracking and automated cadences make it a well rounded Sales software which they call the Sales Hub.Hubsoft also provides a CRM which is included in the suite. The Hubspot Sales Chrome Extension integrates with your Gmail and allows you to automate your email cadences straight from your inbox. What's more, the leads get automatically updated on the Hubspot CRM.If you are willing to shell out on the higher price plans, you can have the full gamut of its nifty features.13. DRIFTCATEGORY: CUSTOMER CENTRICITYPRICING: FREE, $50, $500 /USER/MONTHDrift lets you automatically greet prospects with a personalized message when they’re on your site.The Drift Chrome Extension closes the loop between conversations that happen over email and conversations that happen in real-time on a website, ensuring that sales reps never miss an opportunity to connect with a prospect at exactly the right time.With the Drift Extension, sales reps will be able to greet website visitors with personalized messages and respond instantly while a prospect is live on their website.Drift has some very nifty features that could make it your chat subscription of choice.14. PAPERFLITE EXTENSION FOR GMAILCATEGORY: CONTENT INTELLIGENCEPRICING: $30, $50 /USER/MONTHPaperflite is the content everything platform that enables you to organize your content in structured streams, share it with prospects across channels in stunning storyboards and track how it is engaged with by prospects.With the Paperflite Chrome Extension for Gmail, you can directly append content in the compose box and pull it from the Paperflite cloud - super fast and super easy. The best part is that you still get the analytics on how the end user has engaged with your content - page level analytics on what works and what doesn't. Talk about content ROI!With the focus on relevant features and simple UI, Paperflite is quickly becoming the preferred content intelligence and sales enablement tool for fast growing businesses.15. ATTACH.IOCATEGORY: CONTENT INTELLIGENCEPRICING: $36, $60, $96 /USER/MONTHIdentify your most engaged leads, close more deals. is the simplest tool for sharing content and tracking results. It works well for organizations without a lot of content. It is a tool for a very specific use case - sending content to prospects and tracking how they engage with it.With the Identify your most engaged leads, close more deals. Chrome Extension, you can send attachments straight from your inbox and measure open and click rates.There are a lot more extensions than the ones that we have featured in here. For a start, these 15 examples should hopefully be good enough for you to get inspired and forge ahead. Do give us a shout in the below comments if there are any extensions that you'd like to see here.