SignNow for Salesforce Steelbrick
With SignNow’s integration for Salesforce Steelbrick you can speed up the sales process by signing quotes and contracts electronically. All your clients can now e-sign documents within their Steelbrick accounts.
Streamline your Workflow with a Complete E-Signature Solution
Accelerate Your Business with Digital Workflows
Use SignNow to send the most competitive quote, offering the most attractive discount in just a few clicks.
Automate Your Daily Workflow
Create your drafts in Word, use the PDF file of a previous quote or add fields to your document directly in SignNow.
Increase Brand Awareness
Send branded quotes and contracts to increase your brand’s awareness among current and potential clients.
Drive More Sales
Unlock/lock blocks of information by configuring each quote to suit the specific purposes for yourself and your client.
Get Payments Faster
Arranging quotes faster means closing more deals in less time, allowing you to collect more payments and earn greater revenue.
Get Full Control Over the E-Signing Process
Easily track the entire history of quotes and payments with SignNow’s Audit Trail feature.
Find answers to the most frequently asked questions for SignNow’s Salesforce Steelbrick integration
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.