SignNow eSignature for Salesforce: Streamlining workflows across Sales, HR, and Legal with enhanced integration

Managing documents across multiple tools is a headache for any professional. Whether you’re in sales chasing leads, HR onboarding new hires, or legal ensuring compliance, the constant switch between CRM and eSignature platforms wastes time and invites errors. 

SignNow’s eSignature integration with Salesforce eliminates this hassle by embedding seamless eSignature capabilities directly into your Salesforce account. With recent updates to the SignNow Admin Tools, managing these processes is now more intuitive than ever.

For sales teams, Salesforce is the go-to for tracking leads, contacts, and opportunities. But securing signatures on contracts or quotes often means jumping to a separate eSignature tool, slowing down deals and risking data mismatches. HR professionals face similar challenges, relying on Salesforce to manage employee records and onboarding but struggling with external tools for offer letters or policy forms. Legal teams, tasked with handling compliance documents or agreements, need precision and security, yet disjointed systems can lead to lost files or delays.

Integrating SignNow with Salesforce solves these issues across all three fields. It allows professionals to create, send, and track documents for eSignature without leaving Salesforce. This unified approach streamlines document management processes, keeping sales reps focused on closing deals, HR teams on employee engagement, and legal staff on compliance. 

Plus, the integration automates tasks like pre-filling documents with Salesforce data and updating records after signing, ensuring accuracy and efficiency whether you’re working with a new lead, a new employee, or a legal contract.

SignNow’s enhanced eSignature integration with Salesforce: What’s new?

The core functionality of sending invites from Salesforce has remained the same, while the admin experience has undergone a significant transformation to make managing the integration smoother and more efficient. The updated interface and tools empower administrators to configure settings, oversee document workflows, and ensure seamless operations with minimal effort. Here’s what you can expect from the enhanced integration:

• Send documents directly from Salesforce: Admins can configure settings to allow sales reps to send documents for eSignature directly from any Salesforce record, streamlining the process and reducing manual steps.
• Pre-fill and sync data seamlessly: Administrators can set up workflows to pre-fill data from any Salesforce object into documents and automatically write data from signed documents back to Salesforce, ensuring data consistency without manual intervention.
• Centralized document tracking: The updated admin dashboard enables admins to track and manage documents in one place, providing real-time visibility into document statuses and signing progress.
• Device-agnostic signing: Admins can ensure that users can sign invites on any device, making the signing process accessible and convenient for customers, which accelerates deal closures.
• Flexible configuration: SignNow’s flexible configuration options make it easy for admins to create custom workflows, define role-based invites, and set up document templates, tailoring the integration to their team’s specific needs.
• Cost-effective and reliable: With pricing as low as 50 cents per send, admins can manage budgets confidently, knowing there are no overage penalty fees, no extra costs for 24/7 support, and no surprise price hikes at renewal, delivering unmatched ROI.

Elevate your team efficiency with SignNow for Salesforce

The SignNow for Salesforce eSignature integration is a versatile solution that boosts efficiency across industries. By simplifying document management, automating data tasks, and offering robust support, it frees sales teams to close deals, HR professionals to focus on employee engagement, and legal teams to ensure compliance. With affordable pricing, strong security features, and customizable workflows, it’s a smart choice for any organization aiming to streamline processes.

Ready to transform your workflows? Try SignNow for Salesforce and experience the benefits of an elevated admin experience for your team.