E-signature with Salesforce

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Salesforce
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Validated ID +
Salesforce

Simple and secure approvals from any device

Streamline your contract agreements without leaving the Salesforce workflow thanks to VIDsigner's e-signature integration with Salesforce. With this connection, you can streamline the return of signed documentation for the many documents your teams routinely handle: from sales contracts, NDAs, quotes, and invoices, to service approvals, offer letters, new account openings, case management and consents.

Thanks to the integration of VIDsigner's electronic signatures with Salesforce, it is now possible to get your documents signed quickly and cost-effectively from within the Salesforce system.

Resources

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VIDsigner digital signature integration with Salesforce
VIDsigner digital signature integration with Salesforce
Video
VIDsigner digital signature integration with Salesforce

Advantages

We are a Qualified Trust Service Provider under Regulation (EU) 910/2014 (eIDAS) ‍

Find more detailed information on the regulatory framework.

Thanks to the different signature channels offered by VIDsigner, users can sign a document whether they have a digital certificate or not, enabling easy and secure approvals from any device.

‍Everything happens within Salesforce:


For persons who receive documents relating to the company:

Streamline your resource planning.

  • Creates and sends agreements for signature, triggers actions, tracks status and automatically stores agreements.
  • Your customers will be able to sign anytime, from any device. And your team will spend less time chasing deals.

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For employees who submit documents to the company:

Reduce waiting times, prevent errors and increase your productivity.

  • It eliminates data entry errors by automatically incorporating customer, product and pricing data from Salesforce.
  • Add documents and specify sending options and reminders.
  • Automates the agreement process before, during and after the electronic signature.

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For the following:

Optimize your resource planning.

  • Create and send agreements for signature, trigger actions, track status, and save agreements automatically.
  • Your customers can sign at any time and from any device. And your team will spend less time chasing deals.

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TESTIMONIALS

Enjoy the benefits of a partnership

Salesforce EN
Thanks to the technical portal and API, the time and effort costs for integrating VIDsigner's e-signature services into Salesforce applications are very competitive.
Gabriele Baldini
Senior Salesforce & eSignature manager, Atlas Cloud
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