Native Salesforce eSignature Integration
Stop switching tabs. Start closing deals. Generate, sign, and manage all your contracts directly within Salesforce.
Your Entire Contract Workflow, Inside Salesforce
Tired of the swivel-chair shuffle? Exporting data, uploading documents to a separate tool, and manually updating Salesforce records isn't just slow, it's a recipe for errors and stalled deals. eSignly embeds the entire eSignature process directly into the Salesforce objects you use every day. We transform your CRM from a system of record into a system of action, accelerating revenue and giving your team back their most valuable asset: time.
Why Integrate eSignly with Salesforce?
Go beyond simple signatures. Our native integration is built to enhance your existing Salesforce investment, turning clunky, multi-step processes into seamless, automated workflows that drive efficiency and compliance.
Truly Native Experience
Operate entirely within the familiar Salesforce UI. No new logins, no context switching. It feels like a core Salesforce feature because it's built for it.
Intelligent Automation
Use Salesforce Flow or Process Builder to automatically trigger signature requests, send reminders, and update records when a contract is signed.
Ironclad Security & Compliance
Leverage our enterprise-grade security (SOC 2, HIPAA, ISO 27001) with a complete, court-admissible audit trail automatically logged against the relevant Salesforce record.
Rapid Deployment
Install our managed package from the AppExchange and configure your first templates in under an hour. We get you up and running, fast.
Guaranteed Data Integrity
Eliminate human error by dynamically merging Salesforce data into your contracts. What you see in your CRM is what your customer signs.
Complete Visibility
Track the status of every document in real-time directly from the Salesforce record. Know instantly when a document is viewed, opened, or signed.
Dynamic Templates
Create reusable templates that automatically pull in customer, product, and pricing data from any standard or custom object. Perfect for quotes, SOWs, and MSAs.
Lightning Ready
Our solution is built with modern Lightning Web Components (LWCs), ensuring a fast, responsive, and intuitive user experience for your team.
Expert Support
Our support team aren't just eSignature experts; they're Salesforce integration specialists ready to help you optimize your unique workflows.
Salesforce Integration Features
Our integration is more than a button. It's a comprehensive suite of tools designed to automate your entire document workflow within Salesforce.
One-Click Sending from Any Object
Empower your team to generate and send documents for signature directly from any standard or custom object record page, including Opportunities, Accounts, Contacts, or even your own custom objects.
- Launch signature requests without leaving the record page.
- Supports custom buttons and actions for tailored workflows.
- Pre-fills signer information automatically from related contacts.
Dynamic Document Generation
Automatically populate your contracts, quotes, and agreements with data directly from your Salesforce records. This ensures accuracy, saves time, and creates highly personalized documents instantly.
- Map any standard or custom field to your templates.
- Supports complex data structures, including related lists for line items.
- Generate pixel-perfect PDFs or editable documents on the fly.
Real-Time Status Tracking
Gain complete visibility into your document lifecycle. A dedicated component on your record page shows the real-time status of every document sent, from "Sent" to "Viewed" to "Completed".
- Eliminate the need to ask, "Has the client seen the contract yet?".
- Track the progress of multiple documents related to a single record.
- Receive in-app Salesforce notifications for key events.
Secure Document Storage
Once a document is fully executed, a legally binding, signed copy is automatically saved back to Salesforce. Store it in the "Files" or "Notes & Attachments" related list of the original record.
- Ensure a single source of truth for all signed agreements.
- Control access to sensitive documents using Salesforce permissions.
- Includes the full, tamper-evident audit trail with every signed document.
Bulk Sending from List Views
Need to send the same document to a large list of contacts, leads, or customers? Initiate a bulk send directly from a Salesforce list view, personalizing each document with the recipient's data.
- Perfect for policy updates, annual renewals, or permission slips.
- Track the status of each individual envelope within the bulk send.
- Save hours of manual work compared to sending one by one.
Salesforce Flow & Process Builder Integration
Unlock powerful, code-free automation. Use our invocable actions within Salesforce Flow or Process Builder to build sophisticated workflows that handle your entire contract process from start to finish.
- Automatically send a contract when an Opportunity stage changes to "Negotiation".
- Create follow-up tasks for your team after a document is signed.
- Route documents for complex internal and external approval chains.
Automated Record Updates
Let eSignly update Salesforce for you. Configure rules to automatically update fields or even change the record stage based on document status, ensuring your data is always current.
- Move an Opportunity to "Closed Won" the moment the contract is signed.
- Update a "Contract Status" custom field in real-time.
- Populate the "Contract Signed Date" field automatically upon completion.
Chatter Integration
Keep your entire team in the loop. Post automatic updates to the record's Chatter feed for key document events, such as when a document is sent, viewed by the client, or completed.
- Enhance collaboration and visibility across sales, legal, and finance teams.
- Mention key stakeholders automatically for critical updates.
- Reduce email clutter by keeping communication within Salesforce.
Customizable Email Templates
Maintain brand consistency throughout the signing process. Customize the email notifications sent to your signers, using your company's branding, messaging, and even Salesforce data for personalization.
- Use Salesforce email templates for a familiar editing experience.
- Merge fields from the record to personalize the subject and body.
- Control the messaging for signature requests, reminders, and confirmations.
Conditional Logic & Routing
Build intelligent document workflows. Define rules that change the signing order or require different signers based on data within the Salesforce record, such as deal size, product type, or geographic region.
- Automatically add a manager for approval if a discount exceeds 15%.
- Route contracts to the correct legal team based on the customer's country.
- Skip optional signers if they are not required for a specific transaction.
Robust Apex API
For ultimate flexibility, developers can use our fully-documented Apex classes and methods to integrate eSignature functionality into custom Apex triggers, controllers, and batch jobs.
- Programmatically create and send envelopes from your custom code.
- Build highly bespoke user interfaces in Visualforce or LWC.
- Integrate eSignatures into complex, transaction-heavy business logic.
Custom Lightning Web Components (LWC)
Our integration is built on modern, efficient LWCs. We also provide a framework for developers to embed or extend our components within their own custom Lightning solutions.
- Place our document status component on any custom record page.
- Create custom "Send" buttons with pre-defined templates and recipients.
- Ensure a seamless, performant experience that aligns with the Lightning look and feel.
Platform Events Integration
Subscribe to eSignly platform events to trigger real-time actions in external systems or complex Salesforce processes the moment a document event occurs, without waiting for API polling.
- Instantly notify your billing system when a contract is signed.
- Trigger a provisioning process in your backend system upon completion.
- Build highly scalable, event-driven architectures around your document workflows.
Comprehensive Metadata & Configuration
Administrators have granular control over the integration's behavior through custom metadata types and custom settings, allowing for environment-specific configurations without changing code.
- Manage API credentials and endpoint URLs securely.
- Define default behaviors, such as document storage locations.
- Easily deploy configurations between sandboxes and production.
Sandbox and Testing Support
We provide full support for development and testing in all types of Salesforce sandboxes. Test your configurations, automation, and custom code thoroughly before deploying to production.
- Connect your sandboxes to the eSignly testing environment.
- Ensure your workflows are flawless before they reach your customers.
- Access developer support to troubleshoot complex integration scenarios.
How It Works: From Opportunity to "Closed Won" in 3 Steps
We've streamlined the entire process to be as intuitive and efficient as possible. Your team can get contracts out the door and signed in minutes, not days.
Generate & Send
Open any Salesforce record, click the "Send with eSignly" button, and select your template. We automatically merge the record's data into the document.
Client Signs
Your client receives a branded email and can sign the document on any device in seconds. No printing, scanning, or faxing required.
Auto-Update & Store
Upon completion, the signed document and audit trail are saved back to the Salesforce record, and the Opportunity stage is automatically updated. No manual work needed.
Success Stories
See how leading companies across various industries leverage eSignly's Salesforce integration to drive real business results.
ScaleUp SaaS Inc. Reduces Time-to-Close by 40%
Industry: Technology / Software-as-a-Service
Client Overview: ScaleUp SaaS is a fast-growing B2B software company with a high-volume sales team. Their existing process involved manually creating contracts in a word processor, emailing them for signature, and then manually updating the Salesforce Opportunity and uploading the signed PDF. This led to significant delays, data entry errors, and a lack of visibility into where deals were in the closing process.
"The time we wasted chasing signatures and correcting data was staggering. We live in Salesforce, and we needed a signing solution that did too. eSignly's native integration was a game-changer for our sales velocity."
- Jacob Garrett, VP of Sales, ScaleUp SaaS Inc.
Key Challenges:
- Sales cycle stalled for days at the signature stage.
- Inaccurate sales forecasts due to manual Opportunity stage updates.
- Reps spending hours on administrative tasks instead of selling.
- Poor customer experience with a clunky, manual signing process.
Our Solution:
We deployed the eSignly for Salesforce package, creating dynamic templates for their MSAs and SOWs that pulled data directly from Opportunity and Product objects. We then built a simple Salesforce Flow to automate the entire workflow:
- When an Opportunity stage is set to "Contract Sent," eSignly automatically generates and sends the correct agreement.
- Real-time status updates are visible on the Opportunity Lightning page.
- Upon final signature, the Opportunity stage is automatically updated to "Closed Won."
- The fully executed contract and audit trail are saved to the Opportunity's Files related list.
SecureWealth Financial Streamlines Onboarding & Ensures Auditability
Industry: Financial Services
Client Overview: SecureWealth Financial provides wealth management services and requires extensive paperwork for new client onboarding, all of which must be tracked in their Salesforce Financial Services Cloud. Their process was paper-based, requiring in-person meetings or insecure emailing of sensitive documents, making compliance audits a nightmare.
"Compliance is non-negotiable for us. We needed a solution that was not only efficient but also created an ironclad, auditable record of every client agreement. eSignly's integration with Salesforce gives us both."
- Olivia Bishop, Chief Compliance Officer, SecureWealth Financial
Key Challenges:
- High risk of compliance breaches with manual document handling.
- Lengthy client onboarding process, taking weeks instead of days.
- Difficulty tracking and retrieving specific client documents for audits.
- Lack of a centralized, secure repository for executed agreements.
Our Solution:
We implemented eSignly within their Financial Services Cloud instance. The solution focused on security, compliance, and automation:
- Created a complete onboarding packet template in eSignly, mapped to fields on the Account and Financial Account objects.
- Advisors can now send the entire packet for signature with one click from the client's Account page in Salesforce.
- Every signed document is automatically stored in a secure, permission-controlled folder linked to the client's record.
- The comprehensive audit trail is attached to each document, providing a clear, time-stamped history for compliance reviews.
UrbanSpace Realty Automates Thousands of Lease Agreements
Industry: Real Estate
Client Overview: UrbanSpace Realty manages a large portfolio of commercial and residential properties. Their leasing agents use Salesforce to track leads and manage properties, but the lease generation and signing process was entirely disconnected, relying on manual data entry into lease templates and third-party signing tools.
"Each lease has dozens of specific details. Manual entry was killing our productivity and leading to costly mistakes. By connecting eSignly to our custom property objects in Salesforce, we've created a 'lease machine'."
- Carter Fleming, Director of Operations, UrbanSpace Realty
Key Challenges:
- Time-consuming and error-prone manual creation of lease agreements.
- Lack of a single system to see both property data and lease status.
- Difficulty managing high volumes of lease renewals efficiently.
- Inconsistent branding and terms across different properties and agents.
Our Solution:
We provided a deeply integrated solution that leveraged their custom Salesforce setup:
- Mapped fields from their custom "Property" and "Lease Application" objects to a master lease template in eSignly.
- Used conditional logic in the template to include or exclude specific clauses based on property type (commercial vs. residential).
- Built a Process Builder flow that automatically sends renewal agreements 90 days before the current lease expires.
- All signed leases are automatically categorized and stored against both the Tenant's Contact record and the Property record.
Built for the Salesforce Ecosystem
Our integration is designed to work seamlessly across the Salesforce platform, leveraging the tools and technologies your administrators and developers already know and trust.
What Our Users Say
Don't just take our word for it. Here's what Salesforce professionals have to say about using eSignly to streamline their workflows.
"The ability to trigger signature requests from Salesforce Flow has been revolutionary for our operations. We've automated 90% of our contract workflow. It's the most powerful and flexible Salesforce eSignature tool we've used."
"As a Salesforce Admin, I appreciate an app that just works. The installation from the AppExchange was a breeze, and the setup was incredibly intuitive. My users love that they don't have to leave the Opportunity page to get a deal signed."
"Our sales cycle has shrunk by a full week on average. That's a direct impact on our revenue recognition. The real-time status tracking in Salesforce gives me the visibility I need to forecast accurately."
"The audit trail being automatically attached to the client record in Salesforce is a huge win for our compliance team. It has made our audit process incredibly efficient and straightforward."
"We use eSignly for everything from sales contracts to HR offer letters, all initiated from Salesforce. The ability to map data from any custom object gives us the flexibility to automate processes across the entire business."
"The support team is fantastic. They understood our complex workflow requirements and helped us configure the perfect solution using a combination of their templates and our existing Process Builder flows."
Frequently Asked Questions
Have questions? We have answers. Here are some of the most common inquiries about our Salesforce integration.
Yes, our certified application is available for direct installation from the Salesforce AppExchange, ensuring it meets Salesforce's strict security and performance standards. This makes installation and upgrades seamless for any Salesforce administrator.
Absolutely. Our integration is fully compatible with both Lightning Experience and Salesforce Classic. We provide modern Lightning Web Components (LWCs) for an optimal experience in Lightning, while ensuring full functionality remains for organizations still utilizing Classic.
eSignly supports Salesforce Professional, Enterprise, Unlimited, and Developer editions. API access is required for full automation capabilities, which is standard in Enterprise and above, and available as an add-on for Professional edition.
Our template editor allows you to easily map any standard or custom field from a Salesforce object (like Opportunity, Account, Contact) directly into your document templates. When a user generates a document, eSignly automatically pulls the latest data from the corresponding record, ensuring accuracy and eliminating manual entry.
Yes, you have full control over the branding. You can add your company logo, customize email templates, and adjust color schemes to ensure the entire signing process provides a consistent and professional brand experience for your customers.
Our pricing is flexible and designed to scale with your business. We offer various tiers based on the number of users and document volume. This allows you to start with a plan that fits your current needs and grow as your usage increases. Contact our sales team for a custom quote tailored to your organization.
Ready to Close Deals Faster?
Stop letting manual processes slow you down. See how eSignly's native Salesforce integration can transform your contract workflow, accelerate your sales cycle, and delight your team.
Schedule Your Personalized Demo