Truly Native Feel
Our solution is built with Lightning Web Components, so it looks and feels like part of Salesforce, not a clunky iframe. This drives user adoption and minimizes training.
SALESFORCE ESIGNATURE INTEGRATION
Salesforce eSignature integration: Close Deals in Clicks, Not Weeks
Stop letting manual paperwork slow you down. Integrate eSignly with Salesforce to automate your entire contract workflow, eliminate errors, and get legally binding signatures without ever leaving your CRM.
Start Your Free TrialSeamless Integration
Transform Your Salesforce Workflow
Your sales team lives in Salesforce. But when it's time to close, they're forced into a clumsy, manual process of downloading, printing, signing, scanning, and re-uploading documents. This friction doesn't just waste time; it delays revenue, creates data errors, and frustrates your team and your customers.
eSignly's native Salesforce integration eliminates this bottleneck for good. We provide a secure, compliant, and deeply integrated solution that embeds the entire signing process where it belongs: directly within your Salesforce opportunities, accounts, and contacts.
The Final Outcome: Finally, you can accelerate your sales cycle and focus on what
matters—closing deals.
TRUSTED BY GLOBAL LEADERS
Is Your Contract Process Sabotaging Your Salesforce ROI?
You've invested heavily in Salesforce to create a single source of truth and streamline your sales process. Yet, the most critical step—getting the signature—still happens outside of it. This disconnect creates predictable problems that directly impact your bottom line.
Delayed Revenue
Every day a contract is stuck in someone's inbox or on a printer is a day you can't recognize revenue. These delays add up, causing missed forecasts and cash flow problems.
Wasted Sales Time
Your highest-paid employees are spending hours chasing signatures, manually updating Salesforce records, and correcting data entry errors instead of sourcing new deals.
Zero Visibility
Once a contract is emailed, it enters a black hole. Sales managers can't accurately forecast, and legal has no idea where the document is in the approval cycle.
Compliance Risks
Using email to manage contracts exposes you to security risks and creates a messy, non-compliant paper trail. One lost document can lead to significant legal and financial consequences.
The Solution: A True, Native Salesforce Signing Experience
eSignly embeds directly into your Salesforce environment, transforming it into an end-to-end deal-closing machine. By keeping the entire process within your CRM, you unlock immediate and measurable results.
Accelerate Deal Velocity by up to 40%
Enable one-click sending from any Salesforce object. Customers can sign on any device in seconds. Most documents are completed the same day.
Recover 5+ Hours Per Sales Rep, Per Week
Automate reminders, document tracking, and data sync. Free up your sales team to focus on selling, not administration.
Achieve 100% Data Accuracy and Visibility
Automatically update Salesforce records with signer data and document status. Get a real-time view of your pipeline, from creation to close.
9 Pillars of eSignly Excellence for Salesforce
Automated Data Sync
We don't just store a PDF. We write data from signed documents back into your standard or custom Salesforce object fields, eliminating manual entry and ensuring data integrity.
Rapid Deployment
Get your most common use case up and running in under an hour. Our pre-built package and intuitive setup mean you see value on day one, not in month six.
Unmatched Security
Beyond being legally binding, we provide enterprise-grade security with ISO 27001, SOC 2 Type II, HIPAA, and GDPR compliance, ensuring your data is always protected.
Scale Without Penalty
Our architecture is built to handle volume. Whether you're sending 10 documents or 10,000 using our bulk-send feature, our integration won't buckle under pressure or blow past governor limits.
Custom Workflow Engine
Use Salesforce Flow or Process Builder to trigger complex, multi-stage approval processes, post-signature notifications, and other automated actions. If you can build it in Flow, you can connect it to eSignly.
Full Brand Control
Customize the signing experience with your company's logo, colors, and email templates. Maintain brand consistency and build trust at the most critical point of the customer journey.
Comprehensive Audit Trails
Every action is time-stamped and tracked in a detailed, court-admissible audit trail attached to the signed document and accessible from the Salesforce record.
Expert Support Included
Our team of Salesforce integration experts is here to help you design, implement, and optimize your workflows. We're not just a software provider; we're your partner in success.
Go Live in 3 Simple Steps
1
Install & Connect
Install the eSignly app from the AppExchange and securely connect your eSignly and Salesforce accounts in minutes with our guided setup wizard.
2
Configure & Map
Add the eSignly 'Send for Signature' button to your page layouts. Map Salesforce fields to your document templates to pre-fill data automatically.
3
Send & Automate
Start sending documents directly from Salesforce. Signed documents and their data are automatically saved back to the original record.
Expert Salesforce Integration Services
We go beyond standard connectors. Our suite of professional services ensures your Salesforce and eSignly integration is perfectly architected, compliant, and optimized for your specific business requirements.
Salesforce Integration Health Check
Our experts will analyze your current Salesforce setup and document workflows to identify bottlenecks and create a strategic roadmap for a high-ROI integration.
- Identify hidden inefficiencies in your sales process.
- Receive a clear, actionable implementation plan.
- Establish benchmarks to measure future success.
Custom Object & Field Mapping
We go beyond standard objects. We'll help you map eSignly to any custom object in your Salesforce org, ensuring data flows exactly where you need it.
- Automate data entry for your unique business processes.
- Maintain a single source of truth across all data.
- Increase the value and utility of your custom Salesforce development.
Salesforce Flow & Process Builder Automation
Leverage the full power of Salesforce's native automation tools. We design flows that trigger document sends, create follow-up tasks, and update related records post-signature.
- Build a true end-to-end automated workflow.
- Reduce manual intervention from your sales team to zero.
- Ensure process consistency and compliance.
Apex-based Custom Trigger Development
For highly complex or unique requirements, our developers can write custom Apex triggers that integrate eSignly's API to handle any business logic you require.
- Solve for any edge case your business has.
- Achieve unparalleled levels of process automation.
- Build a deeply embedded, proprietary workflow.
Bulk Sending Configuration from Reports
Set up the ability to send a document—like a renewal or policy update—to hundreds or thousands of contacts from a single Salesforce report with just a few clicks.
- Save hundreds of hours on mass mailings.
- Ensure every recipient gets a personalized document.
- Track the status of every document in real-time.
Salesforce CPQ Integration
Connect eSignly to your CPQ process. Automatically generate and send a contract for signature the moment a quote is approved, dramatically shortening the quote-to-cash cycle.
- Eliminate the gap between quote approval and signature.
- Ensure contract terms perfectly match the approved quote.
- Accelerate revenue recognition.
Experience Cloud (Community) Integration
Embed the signing process directly into your customer or partner portal. Allow users to review and sign documents without ever leaving your branded Experience Cloud site.
- Provide a seamless, professional user experience.
- Improve the speed of partner onboarding or customer agreements.
- Keep users engaged within your ecosystem.
Dynamic Document Generation
Automatically generate personalized documents populated with Salesforce data. Our system can handle complex conditional logic to include or exclude clauses based on opportunity details.
- Create perfectly accurate contracts every time.
- Reduce legal risk by using pre-approved templates.
- Scale your contracting process without adding headcount.
Conditional Logic & Routing Setup
Configure rules that automatically route documents to different people for signature based on deal size, product type, or any other field in Salesforce.
- Ensure the right people approve every deal.
- Enforce company signing policies automatically.
- Eliminate delays from documents being sent to the wrong person.
In-Person Signing for Field Sales
Enable your field sales team to capture legally binding signatures on a tablet or laptop while face-to-face with a customer, then sync the document back to Salesforce instantly.
- Close deals on the spot, no follow-up required.
- Perfect for trade shows, site visits, and service calls.
- Provide a modern, impressive customer experience.
Branded Email & Signing Experience Setup
We'll work with your marketing team to configure eSignly to match your brand guidelines perfectly, from the email notification to the final 'Thank You' page.
- Reinforce your brand identity at every touchpoint.
- Increase customer trust and email open rates.
- Deliver a professional, cohesive customer journey.
Data Residency & Compliance Configuration
For businesses with specific data sovereignty needs, we can configure your account to store data in specific geographic regions (e.g., USA, EU, Australia) to meet compliance mandates.
- Meet strict GDPR, CCPA, and other data location requirements.
- Sell into regulated industries with confidence.
- Provide assurance to enterprise security teams.
User Provisioning & SSO Integration
Automate user management by connecting eSignly to your identity provider (like Azure AD, Okta) for Single Sign-On (SSO) and automatic user provisioning/deprovisioning.
- Simplify user administration and reduce IT overhead.
- Enhance security by enforcing corporate password policies.
- Streamline onboarding for new sales team members.
Go-Live Support & Team Training
We don't just hand you software. We provide dedicated support during your launch and host training sessions to ensure your team is confident and competent from day one.
- Maximize user adoption across your organization.
- Ensure a smooth, error-free rollout.
- Get immediate answers to user questions.
Ongoing Managed Services & Optimization
For enterprise clients, we offer a managed service where our experts proactively monitor your integration, suggest optimizations, and help you build out new workflows as your business evolves.
- Continuously improve your sales process efficiency.
- Stay up-to-date with new Salesforce and eSignly features.
- Get a dedicated expert resource without the cost of a full-time hire.
How eSignly Compares for Salesforce Users
While other providers offer eSignatures, eSignly is built with a Salesforce-first mindset. Here’s a look at what that means for your team.
Trusted by Sales Leaders & IT Directors
Gabriel Lane
Sales Manager, CloudSprint Inc.
"The Salesforce integration is a game-changer. My team can send contracts without leaving the opportunity page, and I get real-time visibility on deal statuses. We're closing deals 30% faster. It's that simple."
Olivia Bishop
IT Director, SecureHealth Providers
"We needed a HIPAA-compliant eSignature solution that could handle our custom Salesforce objects. The eSignly team was fantastic. The integration was smooth, and their API allowed us to build the exact custom automations we needed."
Warren Doyle
COO, Global Logistics Partners
"We replaced our previous e-signature provider with eSignly because their Salesforce integration was far superior. The ability to automatically sync data back to our records has saved our operations team countless hours and eliminated data entry errors."
Paige Ford
Sales Operations Analyst, Momentum Financial
"Setting up the workflow with Salesforce Flow was surprisingly easy. We now have a fully automated process from quote-to-cash. When a CPQ quote is accepted, the contract goes out, and when it's signed, billing is notified. Flawless."
Samuel Gordon
Founder, BuildRight Construction
"As a small but growing business, we need tools that are powerful but easy to use. The eSignly Salesforce integration lets our small sales team operate like a much larger one. We look more professional and we get commitments signed faster."
Veronica Dale
Partner Manager, ChannelSynergy
"Onboarding new partners used to be a nightmare of paperwork. With eSignly integrated into our Experience Cloud partner portal, they can now self-serve and sign all necessary documents in one place. It's cut our partner onboarding time in half."
Proven Outcomes: Real Results from Real Partners
SaaS Firm Cuts Sales Cycle by 8 Days with eSignly's Salesforce Integration
Client Overview: A mid-market B2B SaaS company with a 50-person sales team was struggling with a slow and manual contract process. Deals approved in Salesforce would take an average of 10 days to get signed, delaying revenue and frustrating the sales team. They needed a solution that lived inside Salesforce and could automate the entire workflow.
Cameron Avery
VP of Sales, InnovateTech Solutions
"The difference is night and day. Our reps never leave Salesforce, the data sync is flawless, and we're closing deals that used to take weeks in just a couple of days. eSignly's integration paid for itself in the first month."
The Problem
Their process involved manually creating contracts, emailing them, and then hounding customers for signatures. Once signed, the finance team had to manually re-enter the data into Salesforce, leading to frequent errors and disputes. This friction was a major bottleneck to growth.
Challenges
- Average contract turnaround time of 10-12 days.
- Sales reps spending ~20% of their time on administrative tasks.
- Inaccurate sales forecasting due to lack of visibility.
- Data discrepancies between signed contracts and Salesforce records.
The Solution
eSignly implemented its native Salesforce integration in a single afternoon. We configured their master sales agreement as a dynamic template that auto-populated from opportunity fields. We then used Salesforce Flow to automate the entire process: once an opportunity stage was set to 'Contracting', the document was automatically sent. Post-signature, the opportunity stage was updated to 'Closed Won' and key fields like 'Contract Start Date' were synced back.
Outcomes
- Contract turnaround time reduced by 82% to an average of 1.8 days.
- Sales team administrative work cut by 15 hours per rep per month.
- Forecasting accuracy improved by 25% due to real-time status updates.
National Financial Services Company Achieves HIPAA Compliance and Scales Onboarding
Client Overview: A large financial advisory firm with over 500 advisors needed to streamline their new client onboarding process, which was entirely paper-based. They faced significant compliance risks with handling sensitive financial data and needed a HIPAA-compliant eSignature solution that could integrate with their highly customized Salesforce Financial Services Cloud.
Rachel Manning
Chief Operating Officer, Pinnacle Wealth Management
"eSignly was the only partner who could meet our stringent security requirements and handle the complexity of our Salesforce org. We've automated onboarding, eliminated paper, and our compliance team can finally sleep at night."
The Problem
The manual process of mailing, collecting, and scanning stacks of onboarding documents was slow, expensive, and posed a major compliance liability. Documents were often lost or filled out incorrectly, requiring costly rework and delaying the start of client relationships.
Challenges
- Lack of a HIPAA-compliant digital workflow.
- Client onboarding process taking over 3 weeks.
- High operational costs related to paper, printing, and postage.
- No central repository or audit trail for signed client agreements.
The Solution
eSignly deployed a comprehensive solution using our HIPAA-compliant platform. We worked with their IT team to integrate with their custom 'Household' and 'Financial Account' objects in Financial Services Cloud. We configured a multi-document signing package and used conditional logic to ensure clients only saw the forms relevant to them. The entire solution was hosted within our data center that met their data residency requirements.
Outcomes
- Achieved 100% digital, HIPAA-compliant onboarding process.
- Reduced average client onboarding time from 22 days to 4 days.
- Eliminated over $150,000 annually in paper-related operational costs.
Real Estate Brokerage Empowers 200+ Agents with Mobile Signing
Client Overview: A fast-growing real estate brokerage with agents constantly in the field needed a way to get listing agreements and offers signed quickly. Their agents were losing deals because they couldn't generate and sign documents on the spot. They needed a mobile-friendly eSignature solution that could sync directly with their Salesforce contacts and listings.
Thomas Lamb
Owner/Principal Broker, Keystone Realty Group
"Our agents can now close a listing agreement in a client's living room on their iPad. The document is instantly in Salesforce, and the back office is notified. It's a massive competitive advantage for us."
The Problem
Agents had to return to the office to prepare paperwork, which was a huge time sink. This delay gave clients time to reconsider or speak with competing agents. The lack of a centralized system also meant that the main office often didn't have copies of executed agreements for days.
Challenges
- Inability to generate and sign contracts in the field.
- Losing deals due to process delays.
- Agents wasting valuable time on non-selling activities.
- Poor visibility and control over executed contracts.
The Solution
eSignly's integration was deployed across the entire brokerage. We utilized the Salesforce mobile app and our responsive signing experience to create a fully mobile workflow. Agents can now generate a pre-filled listing agreement from a contact record on their phone or tablet. They use our in-person signing feature to capture signatures on the spot. The executed document is automatically uploaded back to the Salesforce record, notifying the transaction coordinator.
Outcomes
- Increased agent productivity by an average of 6 hours per week.
- Reduced the time to get a property listed by 48 hours.
- Improved contract compliance and accessibility to 100%.
The Future is Automated: AI in Your Contract Workflow
Integrating eSignatures is the first step. The next is leveraging AI to bring intelligence and predictive insights to your entire contract lifecycle, directly within Salesforce. At eSignly, we are actively developing AI-powered features to help you close deals not just faster, but smarter.
AI-Powered Contract Review
Imagine automatically flagging non-standard clauses or missing information in a sales-negotiated contract before it goes out for signature. Our AI will compare documents against your legal templates, highlighting risks and ensuring compliance, reducing the burden on your legal team.
In Development
Predictive Risk Analysis
By analyzing data across thousands of your agreements, our AI will identify trends and correlations. It can predict which deals are at risk of stalling in the contract phase or which clauses lead to longer negotiations, giving you proactive insights to improve your process.
In Research
Smart Data Extraction
Go beyond simple field mapping. Our future AI engine will be able to read and understand signed third-party paper and automatically extract key data points (like renewal dates, payment terms, liability caps) and populate them into the correct Salesforce fields, even from unstructured PDFs.
In Development
Frequently Asked Questions
Everything you need to know about integrating eSignly with Salesforce.
How long does it take to set up the Salesforce integration?
For standard use cases using our AppExchange package, you can be sending your first document in under an hour. More complex setups involving custom objects or Apex development can take longer, but our QuickStart package is designed to deliver value within days, not months.
Is eSignly an approved Salesforce AppExchange partner?
Yes, eSignly is available on the Salesforce AppExchange. Our application has passed Salesforce's rigorous security review, ensuring it meets the highest standards for security and best practices for integration.
Can we use eSignly with our custom objects?
Absolutely. Our integration is designed to work with both standard and custom Salesforce objects. You can launch signing processes from any object and map data back to any field, giving you complete flexibility to support your unique business processes.
What level of Salesforce edition do I need?
Our integration requires Salesforce Enterprise Edition or higher, as it relies on API access which is not available in the Professional Edition by default. It is compatible with Sales Cloud, Service Cloud, Financial Services Cloud, and Experience Cloud.
How does your pricing work for the Salesforce integration?
The integration itself is included as part of our eSignly subscription plans. There are no extra fees for the Salesforce connector. You simply choose the eSignly plan (e.g., Professional, Business, Enterprise) that fits your needs based on user count and feature requirements. We also offer free and developer plans to get you started.
Are eSignly signatures legally binding in the USA, EU, and other countries?
Yes. eSignly complies with the U.S. ESIGN Act, the Uniform Electronic Transactions Act (UETA), and the EU's eIDAS regulation, among others. Our signatures are legally valid and enforceable in the United States and throughout the majority of the world.
Can we try it before we buy?
Of course. We offer a free trial that includes full access to the Salesforce integration capabilities. You can install it in a Salesforce sandbox, test your workflows, and see the value for yourself before committing. You can also request a live, personalized demo with one of our integration specialists.
Does your integration support mobile devices for field sales?
Yes. Our responsive design ensures your sales team can generate, send, and track documents directly from any smartphone or tablet. This allows field sales agents to close deals on the spot without returning to the office.
Can I customize the email templates and signature workflow?
Yes. You have full control to brand the signing experience, including your logo, colors, and email templates, ensuring a seamless and professional journey for your customers that aligns perfectly with your brand identity.
Do you offer dedicated support for our IT team during setup?
Our dedicated success team provides hands-on guidance, from initial installation and training to custom workflow configuration, ensuring your IT team has the support they need to get the integration live quickly and securely.
Still have questions? Our integration specialists are ready to help.
Request A Free ConsultationImplementation Packages Designed for Your Success
Choose the path that fits your current Salesforce environment and business goals. Our models ensure you get the right level of support, from rapid deployment to enterprise-grade customization.
QuickStart Package
Ideal for: Teams up to 50 users with standard Salesforce objects (Lead, Account, Contact, Opportunity).
Includes:
- Guided installation of the AppExchange package.
- Configuration for one primary use case (e.g., sales contract).
- Mapping for up to 10 data fields.
- 1-hour team training session.
Timeline: 1-3 business days
Note: Fixed-fee implementation
Business Automation Package
Ideal for: Organizations needing to integrate with custom objects or automate workflows using Salesforce Flow.
Includes:
- Everything in QuickStart.
- Configuration for up to 3 use cases or custom objects.
- Development of 2 automated workflows using Salesforce Flow/Process Builder.
- Branding customization for emails and signing pages.
Timeline: 1-2 weeks
Note: Fixed-fee implementation
Enterprise Integration Service
Ideal for: Large enterprises with complex needs, such as Apex development, CPQ/Billing integration, or specific compliance requirements.
Includes:
- Full discovery and solution architecture workshop.
- Custom development (Apex, LWC).
- Integration with enterprise systems (SSO, CPQ, ERP).
- Dedicated project manager and ongoing managed services.
Timeline: Custom (project-based)
Note: Statement of Work (SOW) based pricing