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EasySign - Salesforce Native Document Generation and Digital Signing Solution

Generate documents and send them for digital signing native in Salesforce

Overview

EasySign - Document Generation & E-Signature Generate professional PDFs from templates built in Salesforce or send documents for e-signature. Two powerful tools in one native Salesforce app—no external services required.

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See How EasySign - Salesforce Native Document Generation and Digital Signing Solution Works

  • 100% Native Salesforce One-click signing Multi-signer support Real-time tracking Template builder Audit trail Auto-attach PDFs AES-256 encryption Easily build templates with your favorite AI tools like Claude & ChatGPT

EasySign transforms Salesforce into a complete e-signature platform—no external integrations required. 100% NATIVE SALESFORCE Built entirely on Lightning Web Components, Apex, and Experience Cloud. Your data never leaves Salesforce. HOW IT WORKS 1. Create documents for any contact or lead using Salesforce records 2. Choose a document template with merge fields 3. Send for signature with one click 4. Signers receive a secure signing link 5. Signed documents attach to the record automatically 6. Easily build templates with your favorite AI tools like Claude & ChatGPT FEATURES • Multi-signer support with sequential routing • Template builder with drag-and-drop merge fields • Real-time signature status tracking • Complete audit trail with IP and timestamps • Mobile-responsive signing portal SECURITY AES-256 encryption, no external data storage, full audit logging. REQUIREMENTS Enterprise, Unlimited, or Performance edition.

Categories

Business Needs
Sales
Customer Service
Finance
Personas
Administrator
Consultant
Sales Representative / Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Sales Programs
Supports Sales Programs, which provides sales teams with AI-powered coaching, actionable insights, and automated program delivery. Learn More
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Person Accounts
Sales Programs
Managed Package
Lightning App Builder

Compatibility

Required Salesforce Products
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Compatible Salesforce Products
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Salesforce Editions
Enterprise
Supported Languages
English