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Signeasy for Salesforce | Easy eSignatures for high-growth sales teams

Close deals faster with electronic signature workflows within Salesforce

Overview

See How Signeasy for Salesforce | Easy eSignatures for high-growth sales teams Works

  • Easy to set up: Get started within minutes. It takes only three simple steps for your Salesforce admin to set up our Lightning Ready integration. Just connect your Signeasy account, authorize the integration, and make simple configurations.

  • Easy to use: Manage all your electronic signature workflows without leaving Salesforce. It’s now easier than ever to close deals, eSign agreements, invoices, and more with our user-friendly integration that is native to Salesforce.

  • Easy to buy: Do not overpay or fall for hidden costs! Pay for what you need. Signeasy offers transparent pricing with a lower Total Cost of Ownership. Phone support and dedicated account management are already included in the Signeasy Business plan.

Accelerate your sales cycle by making e-Signatures part of your Salesforce workflows. Eliminate tedious, manual processes by automating your contract and document workflows so that your sales teams can focus on closing deals. Signeasy for Salesforce offers a native experience for your sales teams with widgets that seamlessly integrate with Salesforce objects and pages. A complete eSignature solution for Salesforce: • Send envelopes with multiple agreements in any file format directly to your Salesforce contacts for eSignature • Set up templates for frequently used contracts and agreements • Eliminate errors by automatically merging saved data from Salesforce objects to your contracts, invoices, agreements, etc. • Delight your customers and prospects with an intuitive signing experience on the go • Stay updated on opportunities and track status of all your agreements • Follow up and remind signers directly from Salesforce • Signed envelopes are automatically saved to the relevant opportunity, contact and other objects in Salesforce • Ensure trust and compliance with an audit trail of signed documents

Categories

Personas
Administrator
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.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Person Accounts
Managed Package