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E-Signatures and Document Workflows for Salesforce | by Taktikal
Compliance made easy with digital contracts and e-signing
Overview
Documents signed in minutes with drag & drop or automated workflows in Salesforce. Get the right type of signature for every document with standard and qualified e-signatures. With an intuitive user interface, documents are signed faster than ever.
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
- SalesFinanceContract Management
- Industries
- Horizontal ProductFinancial ServicesGovernment
- Personas
- Business Operations ManagerExecutiveSales Representative / Manager
- 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.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Salesforce ShieldSupports Salesforce orgs that use Shield.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyMultiple CurrenciesPerson AccountsSalesforce ShieldManaged PackageLightning App BuilderSalesforce Mobile