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eSign eSignature and Document Generation by Foxit

Document generation and eSignature for compliance focused organizations.

Overview

See How eSign eSignature and Document Generation by Foxit Works

  • Document Generation: Build templates and map Salesforce data. Utilize dynamic tables giving documents a polished look. Create custom workflows based on organization needs, ensuring teams generate the correct document at the correct point of the workflow.

  • eSignatures: End-to-end document workflow within Salesforce. Empower teams with on-demand document generation, legally binding eSignature tools and signer workflows, global security and compliance, detailed document tracking, and audit trails.

  • Salesforce Flows: Unlock the power to build document and eSigning workflows. Utilize advanced custom Actions and Triggers to trigger document generation, sending, field updating, data write-backs, and more at any point during a workflow scenario.

Unlock the power of unlimited document generation and eSigning within Salesforce. Choose between our bespoke packages for document generation or a full document management suite, designed to streamline your workflows, ensure compliance, and secure your documents effortlessly. Our truly versatile solution is built to accommodate any desired workflow within the Salesforce CRM. In addition to standard workflow automation, our solution is also integrated with Salesforce Flows, allowing your team a seemingly endless number of automation options. • Document Generation • eSignature Workflows • Global Compliance options include HIPAA, CCPA, ESIGN, FERPA, FINRA, UETA, EIDAS, GDPR, 21 CFR Part 11, and more. • SOC 2 Type 2 compliant, with robust encryption, data localization, and more. • Salesforce Flows Automation with generate, send for signature, and update features. • Document Tracking • Audit Trails with signature certificates • Signer authentication including Two-Factor Authentication (2FA), Knowledge-Based Authentication (KBA), password authentication, Qualified Electronic Signature (QES), email verification, and more. Start your free trial today.

Categories

Business Needs
Contract Management
Document Generation
Document Management
Industries
Education
Financial Services
Healthcare & Life Sciences
Personas
Administrator
Business Operations Manager
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.
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.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Person Accounts
Community Builder
Managed Package
Lightning App Builder
Salesforce Mobile