Comienza Tu Viaje De Firma Electrónica: eSign Para Salesforce
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Guía rápida sobre cómo usar la función eSign para Salesforce
¿Está su negocio listo para reducir ineficiencias en tres cuartas partes o más? Con airSlate SignNow eSignature, semanas de negociación de contratos se convierten en días, y horas de recolección de firmas se convierten en unos minutos. No necesitará aprender todo desde cero gracias a la interfaz fácil de usar y las guías paso a paso.
Complete los siguientes pasos que se enumeran a continuación para usar la funcionalidad eSign para Salesforce en unos minutos:
- Abra su navegador web y visite signnow.com.
- Suscríbase para una prueba gratuita o inicie sesión usando su correo electrónico o credenciales de Google/Facebook.
- Haga clic en Avatar de Usuario -> Mi Cuenta en la esquina superior derecha de la página.
- Modifique su Perfil de Usuario con sus datos personales y ajuste la configuración.
- Diseñe y gestione su(s) Firma(s) Predeterminada(s).
- Regrese a la página del panel de control.
- Desplace el cursor sobre el botón Cargar y Crear y elija la opción adecuada.
- Haga clic en la tecla Preparar y Enviar junto al nombre del documento.
- Ingrese el nombre y la dirección de correo electrónico de todos los firmantes en el cuadro emergente que se abre.
- Utilice la opción Comenzar a agregar campos para comenzar a editar el archivo y firmarlo usted mismo.
- Haga clic en GUARDAR E INVITAR cuando haya terminado.
- Continúe configurando su flujo de trabajo de eSignature utilizando más funciones.
No podría ser más fácil usar la función eSign para Salesforce. También está disponible en sus teléfonos inteligentes. Instale la aplicación airSlate SignNow para iOS o Android y gestione sus flujos de trabajo de eSignature personalizados incluso cuando esté en movimiento. Evite imprimir y escanear, el envío de documentos que consume tiempo y el costoso envío de papeles.
Cómo funciona
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What is the esign for salesforce
The esign for Salesforce is a digital solution that allows users to electronically sign documents within the Salesforce platform. This functionality streamlines the signing process, enabling businesses to manage contracts, agreements, and other essential documents efficiently. By integrating eSignature capabilities directly into Salesforce, users can enhance their workflow, reduce processing times, and improve overall productivity.
How to use the esign for salesforce
Using the esign for Salesforce is straightforward. Users can initiate the signing process by selecting the document they want to send for signature within the Salesforce interface. After selecting the appropriate recipients, users can customize the signing order and add any necessary fields for completion. Once the document is ready, it can be sent out for signatures, allowing recipients to sign electronically from any device.
Steps to complete the esign for salesforce
To complete the esign for Salesforce, follow these steps:
- Log in to your Salesforce account and navigate to the document you wish to eSign.
- Select the option to send the document for signature.
- Enter the email addresses of the recipients who need to sign.
- Customize the signing fields as needed, including dates and checkboxes.
- Review the document and send it for signature.
- Monitor the status of the document to ensure all parties have signed.
- Once completed, download or store the signed document securely.
Legal use of the esign for salesforce
The legal use of the esign for Salesforce adheres to the Electronic Signatures in Global and National Commerce (ESIGN) Act and the Uniform Electronic Transactions Act (UETA). These laws establish that electronic signatures hold the same legal weight as traditional handwritten signatures in the United States. Businesses using eSignatures must ensure compliance with these regulations to validate their electronic agreements.
Security & Compliance Guidelines
When using the esign for Salesforce, it is essential to follow security and compliance guidelines to protect sensitive information. This includes ensuring that documents are encrypted during transmission and storage, implementing user authentication measures, and maintaining an audit trail of all signed documents. Regularly reviewing compliance with applicable laws and regulations will also help safeguard your electronic signing processes.
Documents You Can Sign
The esign for Salesforce can be used for a variety of documents, including:
- Sales contracts
- Non-disclosure agreements
- Employment contracts
- Service agreements
- Purchase orders
- Lease agreements
This flexibility allows businesses to streamline their operations and reduce the time spent on paperwork.
¡Obtenga ahora firmas vinculantes desde el punto de vista jurídico!
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Se adapta a sus casos de uso. De las PYMES al mercado medio, airSlate SignNow ofrece resultados para empresas de todos los tamaños.
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Interfaz de usuario intuitiva y API. Firma y envía documentos desde tus aplicaciones en minutos.
Firma en línea FAQs
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What is esign for Salesforce?
Esign for Salesforce is a powerful feature that allows users to electronically sign documents directly within the Salesforce platform. This integration streamlines the document workflow, enabling businesses to close deals faster and enhance their overall efficiency. -
How does airSlate SignNow integrate with Salesforce?
AirSlate SignNow integrates with Salesforce by allowing users to send, track, and manage eSignatures seamlessly. This integration simplifies the signing process, ensuring that documents can be executed quickly without leaving the Salesforce environment. -
What are the benefits of using esign for Salesforce?
The primary benefits of using esign for Salesforce include enhanced productivity, reduced turnaround time for contracts, and improved compliance. By streamlining the signature process, businesses can focus on closing deals and driving revenue, rather than managing paperwork. -
Is esign for Salesforce cost-effective?
Yes, esign for Salesforce is a cost-effective solution for businesses looking to optimize their document signing process. With airSlate SignNow, companies can save on paper, printing, and storage costs while benefiting from a scalable digital solution. -
Can I customize the eSignature process in Salesforce?
Absolutely! AirSlate SignNow allows users to customize the eSignature process within Salesforce to fit their specific needs. You can create templates, set signing orders, and customize branding to ensure a cohesive look and feel. -
What types of documents can be signed using esign for Salesforce?
With esign for Salesforce, you can sign a wide variety of documents, including contracts, agreements, proposals, and forms. This versatility allows businesses across different industries to efficiently manage their signing needs directly from Salesforce. -
Is there a mobile solution for esign for Salesforce?
Yes, airSlate SignNow offers a mobile-friendly solution that allows users to access esign for Salesforce on the go. This ensures that signers can review and sign documents anytime, anywhere, further enhancing the signing experience.
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