Help & Support
Elevate Your Agents with AgentExchange Solutions
Have Questions?
Notarize for Salesforce
Perform online notarization without leaving Salesforce
Overview
Notarize is the leader in online notarization. It’s simpler, smarter, and safer than paper; and ready 24/7. Our platform provides commissioned and trained notaries on-demand, usually in seconds. We are the first online notarization platform on SFDC.
See How Notarize for Salesforce Works
Easily request a document to be notarized for 1/+ signers, with the option to customize email messages to them. The app is configurable in Account, Opportunity, Lead, Contact objects. You can track cross organization status with timestamps and reminders.
Access an expansive network of 1000+ notaries. We are verified e-Notary approved and compliant with state laws and regulations for online notarization. We are also certified and validated by the American Notary Association.
Facilitate safe and secure transactions with: - Dynamic, multi-factor authentication - Encrypted, two-way notary Sessions - Full access to robust recordkeeping - Compliance with SOC 2 - Type 2, CSA Star Level One, and PCI SSC
For customers new to Notarize: register at https://www.notarize.com/notarize-for-salesforce to get an API key for app installation. For a full click-through demo of the Notarize for Salesforce app, check out our Tourial: https://notarize.tourial.com/pages/notarize-for-salesforce Our value props (based on top 10 customers): * Online notarization cuts turnaround time up to 90%. * An average reduction of 21 days from the notarization collection process. * 98% return rate on our signed contracts directly increasing revenue Notarize users can now perform online notarization without leaving the Salesforce platform. Our app features include: (1) Ability to request a document to be digitally notarized or eSigned which then triggers an email to a signer to begin the process, (2) Option to customize or templatize email messages to signers for speed and ease with fully configurable in Account, Opportunity, Lead and Contact objects features, (3) Status/timestamp tracking of notarization status, and (4) Configurable storage of completed notarization inside Salesforce.
Categories
- Business Needs
- Document Generation
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyManaged Package