Salesforce Electronic Signature

  • Quick to start
  • Easy-to-use
  • 24/7 support

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Quick guide on how to use Salesforce digital signature feature

Is your company ready to decrease inefficiencies by about three-quarters or even more? With airSlate SignNow eSignature, weeks of contract negotiation turn into days, and hours of signature collection turn into a few minutes. You won't need to learn everything from the ground up due to the clear interface and easy-to-follow instructions.

Take the following steps listed below to use the Salesforce digital signature functionality in minutes:

  1. Launch your browser and go to signnow.com.
  2. Sign up for a free trial or log in using your email or Google/Facebook credentials.
  3. Select User Avatar -> My Account at the top-right area of the page.
  4. Customize your User Profile by adding personal data and altering configurations.
  5. Make and manage your Default Signature(s).
  6. Get back to the dashboard page.
  7. Hover over the Upload and Create button and select the needed option.
  8. Click on the Prepare and Send button next to the document's title.
  9. Input the email address and name of all signers in the pop-up window that opens.
  10. Make use of the Start adding fields option to proceed to edit document and self sign them.
  11. Click on SAVE AND INVITE when accomplished.
  12. Continue to customize your eSignature workflow employing advanced features.

It couldn't be simpler to use the Salesforce digital signature feature. It's accessible on your mobile phones as well. Install the airSlate SignNow app for iOS or Android and manage your customized eSignature workflows even when on the move. Forget printing and scanning, time-consuming filing, and expensive document delivery.

How it works

Select a PDF file and upload it
Add fillable fields and apply your eSignature
Send the document to recipients for signing

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Collect signatures
24x
faster
Reduce costs by
$30
per document
Save up to
40h
per employee / month

Salesforce digital signature: Scale your workflow with airSlate SignNow

To handle your document management smoothly, you need to utilize Salesforce digital signature. Otherwise, you risk being overwhelmed with paperwork. Getting a comprehensive eSignature solution is vital for you and your business. If you want advanced document management that’s smooth, affordable, and secure, give airSlate SignNow a shot.

airSlate SignNow is intuitive, and you can jumpstart the process without having a learning curve of any sort. The platform provides many functions for making eSignature workflows simpler. Uploading documents from the cloud, mass sending documents, or making a multi-subscriber workflow is several of the functionality you can use. Want to get the most from Salesforce digital signature?

  • Save time. Printing and scanning, and the physical delivery of papers are quickly becoming things of the past. Now you can create, send, and eSign PDFs electronically in a few clicks.
  • eSign on the go. Broaden the capabilities of your mobile phone and tablet with airSlate SignNow. Set up the app and take advantage of Salesforce digital signature from anywhere.
  • Keep track of templates. Be aware of changes happening in your PDFs. Using the Audit Trail functionality, you can check the status of your records and figure out the time, email, and IP of those working with them.
  • Connect with your preferred programs. Embed your process into any third-party application and operate recurring processes from one tab. Connect your account to Gmail and sign PDFs using the airSlate SignNow add-on.
  • Team up. Work together on your projects with coworkers. Create team folders, add workers, and add files to work on.

There are a variety of other alternatives on the market that have Salesforce digital signature, but airSlate SignNow provides you with a comprehensive eSignature workflow. Digitally transform your organization with innovative signing assistance, mass sending options, role-based signing orders, and a lot more.

Award-winning eSignature solution

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  • Best ROI. Our customers achieve an average 7x ROI within the first six months.
  • Scales with your use cases. From SMBs to mid-market, airSlate SignNow delivers results for businesses of all sizes.
  • Intuitive UI and API. Sign and send documents from your apps in minutes.

FAQs

Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

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airSlate SignNow features for Salesforce digital signature

Enjoy the freedom of completing and signing forms electronically from any internet-connected device.

How to Sign a PDF Online How to Sign a PDF Online

How to complete and sign paperwork online

Finding powerful salesforce digital signature features can be challenging unless you have a airSlate SignNow account. Our tool with a user-friendly interface enables you with the possibility to rapidly fill out and eSign any form via any device.

Follow the step-by-step guide to use the Salesforce digital signature feature:

  1. Log in to the system or register for an account with airSlate SignNow.
  2. Click Upload or Create to import a sample from your device, the cloud, or our form library.
  3. Open the sample and use the tools from Fill Out Myself left sidebar to fill in the blanks.
  4. Place My Signature to eSign the doc by typing, drawing, or inserting an image of your signature.
  5. Drop additional fillable areas with assigned Roles for other parties to complete.
  6. Click Save and Close or use the Invite to Sign button to request signatures from other parties.

When finished editing and using the Salesforce digital signature feature, you can download your document, export it to your cloud storage, or quickly turn it into a reusable template. Save time and manage your paperwork online with airSlate SignNow, wherever you are and any time you need it!

How to Sign a PDF Using Google Chrome How to Sign a PDF Using Google Chrome

How to fill out and sign forms in Google Chrome

There’s nothing simpler than using the salesforce digital signature functionality if you work in Google Chrome. Within this browser, you have an option to enable extensions. Extensions are small specialized tools that improve your browser capabilities. Set up the airSlate SignNow extension to fill out and sign your paperwork without switching between tabs and windows.

Follow the step-by-step guide to work with the Salesforce digital signature feature:

  1. Go to Chrome Web Store, locate the airSlate SignNow extension, and add it to your browser.
  2. Find a link to a document, right-click on it, and choose Open in airSlate SignNow.
  3. Log in to your account or create it if you use our solution for the first time.
  4. Complete your sample or adjust it with additional fields for other signers.
  5. Add My Signature to the form and choose how you want to add your eSignature.
  6. Save and Close your sample or forward it to others for signing with the Invite To Sign option.

Right after using the Salesforce digital signature feature and finishing the editing, save the form on your device or to the cloud, email it to other people, create a re-usable template, and so on. Handle your paperwork efficiently in your browser with airSlate SignNow!

How to Sign a PDF in Gmail How to Sign a PDF in Gmail How to Sign a PDF in Gmail

How to complete and sign documents in Gmail

Approving paperwork via email attachments has never been so fast and easy. airSlate SignNow provides you with an add-on for Gmail that lets you use the salesforce digital signature capabilities in clicks without leaving your inbox.

Follow the step-by-step guide to use the Salesforce digital signature capabilities:

  1. Go to Google Workspace Marketplace to set up the airSlate SignNow add-on for Gmail.
  2. Open an email with an an attached file for approval and click on the blue S symbol in the right toolbar.
  3. Log in or create an account with airSlate SignNow to continue with the airSlate SignNow add-on for Gmail and document editing.
  4. Click UPLOAD to import the file for editing or forward it to other parties for approval with the SEND TO SIGN button.
  5. Fill out empty fields and insert your legally-binding electronic signature.
  6. Verify the form and click Save and Close when everything is done properly.

airSlate SignNow is a cutting-edge eSignature tool that enables you to manage your documents utilizing the Salesforce digital signature feature without leaving your inbox. Try it now to save hours of working time!

How to Sign a PDF on a Mobile Device How to Sign a PDF on a Mobile Device How to Sign a PDF on a Mobile Device

How to fill out and sign documents in a mobile browser

Imagine you want to quickly sign documents on the go by means of the salesforce digital signature functionality but don’t want to install extra software on your device. In that case, airSlate SignNow is a great solution for you. Our robust eSignature solution is available for usage on any device right from a mobile browser.

Follow the step-by-step guide to use the Salesforce digital signature features:

  1. Open a browser on your mobile device and go to www.signnow.com.
  2. Register for an account or log in with your credentials. Alternatively, you can log in with your existing Google/Facebook accounts.
  3. Tap Upload or Create to add a file from your Gallery, the cloud, or our Forms Library.
  4. Complete blank fields in your sample and insert more areas for other people to fill out.
  5. Drop My Signature and choose your preferred way of signing.
  6. Finish editing by tapping on the Save and Close button.

When you apply the Salesforce digital signature and complete your documents, you can quickly collect legally binding eSignatures from other people. Save time and manage your paperwork on the go without software installations; approve docs with airSlate SignNow right from your browser!

How to Sign a PDF on iPhone How to Sign a PDF on iPhone

How to fill out and sign paperwork on iOS

If you need the salesforce digital signature functionality to approve paperwork on the go, a airSlate SignNow application for iOS is right here to assist you. It’s quick, with a user-friendly interface, and can be used for eSigning documents even when your device is temporarily offline.

Follow the step-by-step guidelines to use the Salesforce digital signature functionality:

  1. Go to App Store, locate airSlate SignNow eSignature application and install it on your device.
  2. Create an account to start a free trial or log in with your credentials.
  3. Tap Create to import a file that you need to edit and sign.
  4. Utilize the editing tools to complete empty fields in your document.
  5. Tap on Signature, then type in your name or draw your signature.
  6. Verify the form for errors and tap on Done when finished.

After the Salesforce digital signature feature is applied, all the paperwork is saved into your airSlate SignNow account. You can get it for further processing at any moment or request electronic signatures from other parties. Try it now!

How to Sign a PDF on Android How to Sign a PDF on Android

How to fill out and sign paperwork on Android

You quickly access the salesforce digital signature features and approve paperwork while on the go with the airSlate SignNow app on any Android-run device. After a quick setup process, you’ll have the capacity to complete and sign documents from anywhere and even if you are offline.

Follow the step-by-step guide to use the Salesforce digital signature feature:

  1. Open Google Play, find airSlate SignNow, and set up the app on your device.
  2. Open the application and tap on the + key to upload a file from the gallery or the cloud.
  3. Tap on Open in Editor to open the sample and fill it out.
  4. Tap on Signature and drop it where needed. Sign the form by drawing or typing your signature.
  5. Utilize the checkmark symbol (✔) to save the changes.

The whole process of using the Salesforce digital signature feature on your smartphone takes only a few taps. If you sign or forward your paperwork for approval while being offline, simply sync your account to apply adjustments. Close deals in minutes with airSlate SignNow!

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