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Box Sign - eSignature for Salesforce

Close deals faster with Box Sign for Salesforce

Overview

Close deals faster with Box Sign. Automatically populate Salesforce fields into document templates, quickly send documents for signature, and easily track progress and status. Send unlimited number of documents for signature with Box Enterprise+ plan.

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See How Box Sign - eSignature for Salesforce Works

  • Empower your organization with the speed and convenience of built-in e-signature. Generate and send NDAs, contracts, and more for signature directly from Salesforce. Dynamically generate custom documents instantly using data sourced from Salesforce.

  • Delight every user from customers and partners to employees, with a seamless experience. Sign and/or request signatures on 40+ file formats with multiple document package support. Anyone you request can sign, whether or not they have a Box account.

  • Reduce business risk with secure, compliant e-signatures right where your content lives. Keep documents secure with signer authentication and tamper-proofing controls. Ensure signatures stay secure and compliant with HIPAA, SOC, ISO, FedRAMP High & more.

  • Gain a competitive edge with modern workflows that eliminate paper-based processes. Handle complex workflows with serial and parallel document routing. Automate downstream actions post-signature with Box Relay.

  • Box helps you securely manage content across your entire business lifecycle. Users can easily generate documents, e-sign, and collaborate across Salesforce, Slack, Agentforce and more — powered by AI-infused insights and automated workflows.

Box Sign capabilities within our Box for Salesforce integration let your teams automatically populate Salesforce object fields into document templates, quickly send documents for signature, and easily track their progress and status (all from within Salesforce!). With a secure content layer and e-signatures built right in, you can close deals faster and onboard new clients and partners virtually. And for a limited time with our Enterprise Plus and E-Advanced plan, you can send an unlimited number of documents for signature via Salesforce. Whether you're in Financial Services, Healthcare, Government or HiTech, whatever vertical you're in, Box has you covered.

Categories

Business Needs
Sales
Productivity
Document Management
Industries
Financial Services
High Tech
Public Sector
Personas
Administrator
Architect
Business Operations 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.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Community Builder
Ready to use in the Salesforce Community Builder.
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
Multiple Currencies
Person Accounts
Salesforce Shield
Community Builder
Managed Package
Lightning App Builder

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