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Demo transcript:
I know many of your teams live and breathe inside Salesforce every day, and we've been working hard to make OneSpanSign feel like a native part of that experience. So the idea here is simple. Your team never has to leave Salesforce to send or manage a signing process.
OneSpanSign works directly within the Sales Cloud across the standard objects and any custom objects you have built. Data from Salesforce fields can be automatically populated onto the documents, no copy pasting, no manual entry. Additionally, data input via signers can be synced back to the relevant Salesforce field automatically, which means your record stays current without anyone lifting a finger.
For use cases where identity matters, you can configure the right level of authentication for each signer, or whether that's a one-time SMS code, a knowledge-based question, or a full identity document verification. You can set it up directly from within Salesforce. We've also made meaningful improvements to how the integration performs day-to-day.
The pages load faster, the document designer has more room to work in, so your team can prepare and send documents for signing quickly with less time spent waiting around. And finally, once the documents are signed, you can automatically attach both the signed documents and the evidence summary to any related Salesforce object. So if you work with the Opportunity object primarily, the signed contract and the full audit record would be attached to the Opportunity.
No more digging through emails or scrolling through a transaction list for you to find the documents that you need. Lastly, to help you reach signers faster, you can now configure SMS notifications for recipients directly from within Salesforce.