This can all be done directly within the Opportunities, Contracts, Contacts, Campaigns, Leads, Orders, Quotes, Accounts, Tasks, Events, Cases and even Custom Entities.Today, business is all about speed of action and response. The traditional approach of printing, ink-signing, scanning and returning documents has been superseded by secure, legally binding and cost effective digital signature solutions. SigningHub for Salesforce provides the most secure way to sign important business documents.
Whether you are a sales representative or a marketing executive, SigningHub for Salesforce provides seamless integration allowing you to select documents that need signing and choose required recipients from your Salesforce Contacts. Signature fields are easily added to the documents and other properties can be set such as initials or document access permissions.
It is easy to add your own signature to a document such as a quotation or NDA prior to sending it.
Once signed, document status information is automatically updated within Salesforce.
Simply identify the documents from your SharePoint account that need to be signed by yourself, or create a workflow to ask other people to sign.You can create signature fields in the document and also set any other properties such as initials or access permissions as required.Signature fields are easily added to the documents and other properties can be set such as initials or document access permissions.It is easy to add your own signature to a document such as a quotation or NDA prior to sending it.Once signed, document status information is automatically updated within Salesforce.
Enjoy all the key features of SigningHub like strong authentication, advanced digital signatures, e-signatures, in person signatures and much more.
When using unique digital signing keys, the signing keys can be held within your local smartcard, USB token, your mobile device or at server with in HSM or Microsoft Azure KeyVault.. You can also utilise your Salesforce credentials to log into SigningHub.com to achieve Single Sign On (SSO). Also supports multiple documents, languages and workflow evidence report.
You can quickly see the status of the documents you need signed within Salesforce. The Status screen shows you who has signed, approved, declined or reviewed each document.
The Salesforce administrator needs to approve the Salesforce users before they can access SigningHub. This pre-approval maps a Salesforce user account as an Enterprise user inside SigningHub and enables them to share and sign their documents.
SigningHub for Salesforce provides a great solution when you need to work with both internal and external users. In either case, an email notification is sent to a user asking them to sign the document. Internal users can sign within Salesforce, external users simply follow the link within the email notification and sign the document within SigningHub.
SigningHub for Salesforce app can be installed and used with these Salesforce versions: Professional, Enterprise, Unlimited, Force.com, Developer, Performance.
Director at CAScloud
Director at CAScloud