MenuAgentExchange
SalesforceSlack

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

E-Signatures and Document Workflows for Salesforce | by Taktikal

By Taktikal

Compliance made easy with digital contracts and e-signing

No Ratings
$20   USD/user/month

Discounts available for nonprofits

Industries
Horizontal Product
Financial Services
Government
Business Need
Sales
Finance
Contract Management
Requires
Sales Cloud
Service Cloud
Platform Cloud
Compatible With
Financial Services Cloud
Health Cloud

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.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Service Cloud
Platform Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Financial Services Cloud
Health Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer

App Details

Version
Taktikal/Spring '23 1.1.0
Listed On
05/17/2023
Latest Release
05/17/2023
Supported 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
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 3
Custom Tabs: 2
Custom Apps: 1
Lightning Components
Global: 2
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AgentExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.1.0
Last Reviewed Date
The most recent date that this solution underwent the AgentExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
05/16/2023

Additional Details

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

Need help?

Taktikal

Reykjavík, Iceland

Other ResourcesTerms & Conditions