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Home | Solutions | Integrations |
Our direct Salesforce application enables your team to prepare, sign, and manage contracts within Salesforce. Accelerate business workflows, cut costs, and enhance customer experiences with eSign.
Increase efficiency by automating manual tasks.
eSign’s integration with Salesforce simplifies your document management by efficiently organizing contracts and automating essential tasks such as review, signing, billing, and record updates. This minimizes manual work, enabling your team to concentrate on finalizing deals. Enhanced workflow management and automation also boost collaboration and communication during document reviews and negotiations, leading to more effective contract processes.
Streamline signing and avoid delays.
Integrating eSign with Salesforce offers a smooth and secure signing process for customers, accommodating their needs with device-compatible e-signatures. By automating data entry, eSign reduces the risk of human errors by auto-populating customer information into agreements and synchronizing it with Salesforce. This minimizes mistakes and delays, ensuring a streamlined, error-free experience that enhances customer satisfaction.
Close more deals quicker with eSign for Salesforce.
The integration of eSign with Salesforce elevates productivity by leveraging templates. Whether you create custom templates or use eSign’s pre-designed ones, you can ensure all necessary fields for signatures and details are accurately included. These templates enable you to swiftly generate personalized documents such as contracts and invoices, leading to faster and more efficient deal closures.
Reduce turnaround times and ensure smooth transactions.
Integrate eSign with Salesforce to streamline workflows and cut down on the time needed for agreement processes. Effortlessly create, sign, send, and manage sales agreements within Salesforce, significantly shortening document turnaround times. By consolidating customer, product, and pricing information, you can efficiently generate relevant sales documents, detailed quotes, and automate batch invoicing, all from within Salesforce, leading to even faster processing times.
“Using eSign has made our tenancy completion processes so simple. You don’t have to be technically savvy to be able to use the platform and it doesn’t draw on any other ICT resources. Our tenancy agreements and documents are signed within minutes and we’ve even had tenants comment on how easy it is to use as a signer which is fantastic.”
“We have seen significant improvements in our pharmacy service efficiency since implementing E-Sign. The platform is user-friendly and has allowed our team to securely and reliably provide prescriptions for crucial patient medication, minimising the risk of supply disruption and saving valuable time. Collaborating with E-Sign has been an easy process, Desi and Luke have always been professional and approachable to offer support when needed.”
“The University of Oxford have appointed eSign UK Ltd. as their preferred electronic signature platform. eSign quickly guided departments on the most cost-effective and efficient route offered, providing continued support to ensure contracts were completed and deadlines met.”
“The law supports the use of electronic signatures, and eSign is an essential tool for any business wishing to enhance customer experience and accelerate revenue. eSign is incredibly user-friendly, and using it has been a very positive experience both for me and for my clients.”
“eSign has transformed our operations at Beyondly. Integrating eSign into our systems was relatively straightforward and has massively improved customer and team experience. As a Bcorp organisation we place high value on our environmental impact and since inception, eSign has represented a 31.46kg saving of CO2 entering the atmosphere.”
“The tools are very easy to set up and intuitive to use. When we encountered issues, the eSign team was agile enough to respond, usually on the same day. The copy template feature has made setup with new customers much easier.”
“eSign is an invaluable tool that assists us in keeping track of our legal matters. It gives us full control of the document journey and has greatly improved signature capture and document turnaround times.”
“Working in the regulated financial and medical markets we need a quick secure and economical signature process. eSign gives us all of these.”
Integrating eSign with Salesforce helps eliminate time-consuming manual tasks that often introduce errors in your sales documents. By automating processes, this integration ensures that your contracts are accurate and error-free, reducing the risk associated with manual data entry and oversight.
Automation with eSign and Salesforce optimizes workflows, enhancing efficiency and supporting sales teams. With streamlined processes, teams can handle their documents directly within Salesforce, significantly increasing productivity and allowing them to focus on core tasks.
Optimize your workflows with the eSign and Salesforce integration to save valuable time and resources in closing deals. This streamlined approach lays a solid foundation for business growth, enabling you to increase your sales volume and drive greater success.
Salesforce is a cloud-based CRM (Customer Relationship Management) platform primarily used for managing sales operations, customer data, and marketing campaigns. It helps businesses streamline their customer interactions and optimize various aspects of their operations.
Yes, Salesforce is widely used by businesses in the US. It has transformed customer interactions for many organizations across various industries and continues to play a key role in supporting sales management and other business functions.
This integration is available to customers on our Enterprise plan. Please contact our digital transformation team for more information.
Salesforce has gained widespread popularity as a CRM solution for various reasons, with its user-friendly interface being a key factor. The platform is designed for ease of use, making it simple to navigate and understand. Additionally, businesses can customize the interface to fit their specific needs, enhancing its value and reinforcing its status as an essential tool for organizations.
