AgentExchange

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?

PactSafe - Dynamically generate contracts & orders with one-click

Fast, Frictionless Acceptance - One-Click Sending & Signing

Overview

See How PactSafe - Dynamically generate contracts & orders with one-click Works

  • Faster Sending: Auto populate orders, quotes & contracts with your Salesforce data in one-click from Accounts, Opportunities, Products, custom objects & more.

  • Faster Signing: Compared to outdated e-signature methods, PactSafe gets agreements signed 80% faster - no need to download PDF's or draw unnecessary squiggly lines (unless you like that sort of thing). eSign with one-click from email, text or even Slack.

  • Better Data: Contracts contain valuable data that you should take advantage of and clickwrap makes that easier. Create reports and dashboards to track contracts and orders in Salesforce allowing for better forecasting.

Replace your outdated esignature software and make your contracts a competitive advantage with PactSafe for Salesforce. Within our Salesforce AppExchange integration, users can now send contracts without ever leaving salesforce. Connect all of your PactSafe contract templates to Salesforce and quickly send them for one-click acceptance. With PactSafe for Salesforce, you’ll enjoy these great features: ✔ Dynamically populate templates with Salesforce data in a single click ✔ Modern e-signing methods (email, text & chat to sign) ✔ Quick and easy integration ✔ Instant legally enforceable records - guaranteed ✔ Easy template and permission management ✔ Mobile optimized UI designed for signing on the go ✔ Unlimited esignature events ✔ All activity, contracts, and signatures are tracked & synced in real-time ★ “Pactsafe is what signing documents should be; fast, flexible, modern, and intuitive.” ★ George Waked, Sales Operations Manager - Chowly PactSafe's Salesforce integration is included on all enterprise plans and available as an add-on to all esignature plans.

Categories

Business Needs
Productivity
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.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package