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E-Signatures for Salesforce Contracts
Finalize deals from anywhere with electronic signature (e-signature). E-signature integration lets business teams prepare, negotiate, manage, and sign contracts electronically instead of processing physical documents.
Signing contracts using e-signature is a key functionality for the Salesforce Contracts application. Once a contract has been accepted by all parties after negotiation, it’s time to sign the contract. While wet ink signatures make signing a lengthy process, electronic signatures are almost instantaneous.
Signers can create a secure and verifiable signature on any device, and use the signatures to digitally embed them to a specific location on the contract documents.
Set Up E-Signature for Salesforce Contracts
To get started with e-signatures, follow these instructions.
- E-Signature Workflows
Each e-signature action is available at a specific contract state and transitions the contract to the next state in the lifecycle. - Workflow for Submitting a Contract for E-Signature
Salesforce Contracts is integrated with DocuSign to provide e-signatures. DocuSign manages the contract document signature flow. - Workflow for Signing a Contract Via E-Signature
Salesforce Contracts renders Send Envelope flow when submitted for e-signature. - Workflow for Updating an Envelope Status
Salesforce Contracts renders Update Envelope Status flow when submitted for e-signature. - Workflow for Revoking an Envelope Status
Salesforce Contracts renders Revoke Envelope Status flow when request for revoking e-signature.
