E-Signature Overview

Using electronic signature (e-signature), businesses can close deals and finalize transactions from anywhere in the world. e-signature integration empowers sales, commerce, and other business teams to prepare, edit, negotiate, manage and sign contracts electronically through the platform. Sales teams no longer need to wait to send, receive, sign, scan, and manually process the 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.

Electronic signatures can be seamlessly integrated with Salesforce workflows, allowing you to edit, sign, send, and track documents in seconds.

Advantages of using e-signature:

• Improve customer experience.

• Reduce document turnaround from days to hours thus speeding up business processes.

• Initiate e-signature requests directly from the contract object in Salesforce.

• Manage multiple signers and set a specific signing order.

• Add carbon copy recipients.

• Collect e-signature in person. Send a template for a digital signature to multiple recipients.

• Single source of truth:

  • Set document expiration dates and reminders.

  • Track the status of e-signature requests.

  • Replace a signer or cancel an electronic signature request.

  • Request attachments for a signed document.

  • Manage signature fields directly on the documents.

• Secure:

  • Access code to protect the documents.

  • Reduce legal risk and improve organizational compliance.

• E-Signature Workflows
  Salesforce Contracts renders different product actions on a contract document record on the basis of contract state.
• 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.
• 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.