E-Signature Integrations with Salesforce

Does your organization struggle with having to copy information out of Salesforce to create documents such as proposals, invoices, quotes and client documents? Is your team avoiding doing these tasks because they take too long? Struggling to get the documents you need because they are too time and resource-intensive? If so, explore how KeyNode Solutions, a certified Salesforce Integration firm, can connect Electronic Signature Solutions with Salesforce to save your organization an incredible amount of time while delivering documents that you and your clients find beneficial and easy to use.

It is estimated that in 2022, the digital signatures market will reach nearly $3.5 billion, which is an almost 500% increase from 2016. E-signature platforms can be used across an array of industries, including banking, financial services, insurance, healthcare, e-commerce and many, many others.

KeyNode Solutions has worked closely with numerous organizations to find the top electronic signature solutions that seamlessly integrate with Salesforce. We are solution agnostic and have experience working with a majority of e-signature solutions such as Conga Sign, Adobe Sign, DocuSign as well as document generation software like Conga Composer and Nintex Drawloop.

We are here to work with you to help you discover the best e-signature solution for your organization. Recently we published a review of the best e-signature Salesforce integrations in 2022 to help start how you can revolutionize your business.

With so many options and different needs for your industry, how can electronic signature integration work for you?

The Power of Salesforce Integrations

Salesforce, founded decades ago, is the worldwide leader in customer relationship management (CRM) systems. It offers a number of applications for marketing automation, customer service, application development and analytics. Salesforce’s ability to maximize marketing, sales and collaboration between teams is bolstered by the sheer number of available Salesforce integration solutions such as electronic signatures, which can efficiently improve the entire workflow for contract management.

Top Uses for Salesforce E-Signature Integrations

How many times have you been curious where the signed invoice from a customer is due back? Ever hear that it is in the mail? Curious if the invoice got lost in the mail? With Salesforce e-signature integration, those concerns are in the past. When integrated, e-signature solution and Salesforce allow you to digitally send contracts and invoices straight from Salesforce to clients.

Use #1: Sales Contracts

Gone are the days of having to wait while hard copy documents are sent back and forth between your sales team and potential clients for signatures. A powerful Salesforce e-signature integration allows for documents to be processed electronically, greatly shortening the sales cycle, which means more time for your sales team to sell and your other teams to do what is necessary to help your new clients.

With more and more companies moving to fully or partially remote, having a digital environment to transmit sales contracts with binding signatures is essentially a necessity. This type of environment also allows your sales team and management to easily view the progress and completion of sales documents directly in Salesforce, meaning greater insight and efficiency.

Use #2: Non-Disclosure Agreements

Does your organization frequently use non-disclosure agreements (NDAs) to protect yourself when working with outside companies or vendors? If so, the use of an electronic signature solution with Salesforce when sending out NDAs for signature makes the process much more efficient and legally more secure. In addition, having the documentation stored with Salesforce is a much better solution than the archaic pen and paper method still used by many companies.

Use #3: Customer Onboarding and Forms

The traditional usage of paperwork or email to onboard new clients is rife with frustration and the need to constantly remember who has what and where it is. In today’s society, clients expect to be taken care of efficiently and effectively, and an e-signature solution is a great way to do so. You can more easily get signed approval on intake forms so your team can deliver the high quality work your client expects!

Use #4: Industry Specific Agreements

Organizations should always strive to utilize the best solutions for their clients, but for some industries, there are more restrictive compliance regulations that should be adhered to. The usage of e-signature integrations with Salesforce helps alleviate some of this struggle, especially when dealing with financial, insurance, legal or telecommunication industries to name just a few. It is important that you protect your own organization and the legal requirements for your clients.

Advantages of E-Signature Solutions

We have reviewed just a few common examples of how using a powerful electronic signature integration with Salesforce can help your organization better protect itself while increasing efficiency and adoption. Even if your company doesn’t fit into those uses, it is important to understand the overall advantages of e-signature solutions.

• Faster Deals – send and sign a document with a click of a button right from Salesforce
• Seamless Integration – pre-fill documents with data you already have in your CRM
• Single Source of Truth – always see the status of the sent document and know that all signed documents will be stored in Salesforce under corresponding records
• Write-Back Functionality – store data entered by clients directly in your Salesforce records
• E-Signature Process Automation – automatically change the status of the Opportunity when a contract comes back signed
• Access audit trail and other useful information

KeyNode Solutions is here to help your organization become more secure, efficient and successful with an effective e-signature solution that integrates seamlessly with Salesforce. Call us at (858) 215-5371 or visit our Contact Page to learn how we can help you!