Making sure that our customers have the very best online signing experience is a top priority here at HelloSign. That’s why we’re especially thrilled to announce that you can now find HelloSign for Salesforce in the Salesforce AppExchange.
Now millions of SFDC users can use HelloSign to manage their signature workflows without ever needing to leave Salesforce!
Visit here to enable the integrationor read on to learn more.
HelloSign for Salesforce Provides Sales Teams With the Fastest Path to Signed Contracts
Sales is a fast-paced environment, and the act of switching to another platform or – worse – resorting to printing and scanning contracts for signature is a huge pain point.
We’ve always done our best to resolve friction like this by offering our eSignature web platform on www.hellosign.com and our best-in-class eSignature API. But over and over we continued to hear that people were hungry for a way to sign contracts directly in the largest CRM out there: Salesforce.
We heard you loud and clear and used your great feedback to create our latest integration: HelloSign for Salesforce. Teams of all sizes can now seamlessly upload, populate, send, and track important sales documents in their Salesforce dashboard.
What You Can Do With the HelloSign for Salesforce Integration
The benefits of the Salesforce for HelloSign integration go far beyond effortlessly signing contracts online. By enabling HelloSign in Salesforce you can:
- Easily track the status of your signatures. Make it easy to organize and follow-up on any eSignature request in Salesforce. The document status is automatically tracked in the Notes & Attachments section.
- Auto-populate high volume sales documents. Pre-fill your documents with Salesforce data using templates and merge fields. Create documents only once, then reuse them without ever leaving Salesforce.
- Create document templates without leaving Salesforce. Users can access eSignatures functionality from anywhere in Salesforce including Contacts, Leads, Accounts, and Opportunities. This makes it easy to issue an agreement from anywhere in the Salesforce application.
- Enable business branding for your documents. Easily add a company logo and name to email notifications and signature requests for a personal and professional feel.
Get Started with HelloSign for Salesforce
It’s easy to get started! Visit our HelloSign for Salesforce page to learn how to get set up with the integration.