signNow for Salesforce Steelbrick
How could signNow speed up workflows in Salesforce Steelbrick?
eSign documents in one click
Add legally-binding electronic signatures or initials to documents from any device. You can type, draw, or upload an image of your signature.
Save time with reusable templates
Create templates of your most frequently used documents and send them for signature without having to re-upload files or re-type information.
Sync your accounts
Import documents from signNow to your application and vice versa. Experience seamless use of both apps while eliminating document loss.
Turn documents into fillable forms
Add different types of fillable fields to ensure convenient and error-free document completion.
Collect signatures faster
Send documents for signature to one or multiple recipients inside the app you’re already using. Assign signer roles, customize your eSignature invites, and track the status of documents so you’re always in the loop.
Maintain industry-leading security
Apply technology that is built with data security in mind. signNow offers 256-bit encryption for your data in transit and at rest, advanced threat protection, product security features such as two-factor authentication, industry-leading security certifications such as SOC 2 Type II, and compliance with privacy and electronic records and signature laws such as HIPAA, FERPA, GDPR, eIDAS, and 21 CFR Part 11.
- 1. How can I check whether my quote is approved?signNow provides automatic notifications on completion. You will receive an instant notification once your document has been e-signed.
- 2. Will my clients need to install additional software to sign quotes online?No, they don’t need to install any software. They will receive a direct signing link to the document that needs to be signed and will also be guided through the entire e-signature process.
- 3. Can I add a logo to my quote?Sure, with this integration (and in signNow as well) you can send branded documents to be e-signed, including quotes.
- 4. I am using Salesforce Steelbrick but I never used signNow before. How can I integrate them?Visit the Salesforce Appexchange and begin by downloading signNow. When you’ve registered your signNow account, make sure you are using the same email address for both Salesforce Steelbrick and signNow.
Consolidate your tools to maximize productivity
Ready to speed up eSignature workflows with signNow?
Send documents for signing without leaving Salesforce Steelbrick
Save time creating reusable templates
Track a document status in real time