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E-Signatures and Document Workflows for Salesforce | by Taktikal

Compliance made easy with digital contracts and e-signing

Overview

See How E-Signatures and Document Workflows for Salesforce | by Taktikal Works

  • Speed up customer onboarding by offering a seamless, brand-consistent experience with a beautifully designed and intuitive end-user experience. Accelerate workflows from days to mere minutes with instant digital signatures from practically any device.

  • A Lightning Ready integration within Salesforce for Qualified (QES) and Standard Electronic Signatures (SES) that ensures a secure, user-friendly experience. Our solution empowers businesses to enhance productivity while maintaining compliance and trust.

  • Save time and reduce your carbon footprint with Taktikal electronic signatures. Secure deals in minutes, sparing your customers the hassle of car trips and contributing to a greener, more efficient future.

Set yourself apart from the competition with verified electronic signatures and secure, adaptable digital forms that adhere to your business (and compliance) needs - all without having to leave Salesforce. Experience the convenience of signing contracts from anywhere in the world, using any device with Wi-Fi connectivity. Say goodbye to delays and time-consuming travel, as our innovative solution streamlines the e-signing process, ensuring swift and efficient completion of your deals. All the features included in the ISO 27001 certified Taktikal solution: ✔ Standard Signature (SES) with 2-factor authentication (2FA) for use both locally and abroad ✔ A timestamp applied to documents upon signature with additional details included ✔ Bulk signing of a document where one signature goes on each copy ✔ Real-time activity tracking of documents ✔ A legally admissible audit record

Categories

Business Needs
Sales
Finance
Contract Management
Industries
Horizontal Product
Financial Services
Government
Personas
Business Operations Manager
Executive
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.
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.
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
Multiple Currencies
Person Accounts
Salesforce Shield
Managed Package
Lightning App Builder
Salesforce Mobile