E-Signatures for Salesforce are ideal for on-demand, ad-hoc signing of any printable document

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Two-way Data Sync

Auto populate documents with Salesforce data, and update Salesforce records with data collected during signing.

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Workflow Automation

Streamline your users’ workflow by creating reusable templates and custom links to eliminate manual preparation.

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Reports and Alerts

Stay on top of your transactions. Get reports and alerts on who has signed and which documents are past due.

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Admin Features

Easily manage users, permissions, text tags, conventions, and more from the admin dashboard.

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Enhanced Customization

Easily integrate e-signatures into custom-built apps on Force.com or Salesforce with OneSpan Sign’s APEX SDK.

Designed for an Intuitive Salesforce Experience

Close deals faster and give your customers the best and most secure signing experience with OneSpan Sign for Salesforce

Initiate the document preparation and signing workflow from any standard or custom Salesforce object. OneSpan Sign is fully integrated with Salesforce to provide the most intuitive experience. You’ll be sending and signing documents within a matter of minutes — no training required.

Ideal for ad-hoc, on-demand signing of:

  • Sales and business contracts
  • Non-disclosure agreements
  • Legal documents
  • HR forms
  • And more

Integrations

Enriched with partner integrations in the Salesforce ecosystem from CPQ, DocGen, CLM, and banking apps

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Salesforce CPQ

Only native e-signature plug-in for Salesforce CPQ on the AppExchange

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nCino

Sign documents within nCino’s core banking system using OneSpan Sign's intuitive and easy to use system

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WebMerge

Automate your Salesforce documents and forms with configurable workflows designed for e-signatures

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Nintex

Handle complex workflows with Nintex Document Generation and OneSpan Sign

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Conga

Create and send contracts and documents for eSignature with Conga and OneSpan Sign without leaving Salesforce

The Beginner’s Guide to Electronic Signatures

This comprehensive, 31-page beginner’s guide to electronic signatures introduces important concepts and key considerations when creating digital business processes with e-signatures.

Two-way Data Sync

With e-signatures for Salesforce, manage your signatures, documents, and leads from the same UI

Reduce manual data entry with two-way data flow (to and from Salesforce) with our easy, intuitive UI. With OneSpan’s e-signatures for Salesforce, you can invite prospects and customers to e-sign documents from your contacts, leads, and users in Salesforce. From there, you can automatically archive e-signed documents in your Salesforce libraries.

Workflow Automation

Streamline your contract signing process and close deals faster with reusable templates

Start your transaction creation process from any Salesforce object, standard, or custom. With custom buttons and re-usable templates, easily add signers, documents, and other e-signature settings to your workflow.

Reports and Alerts

Access reports to monitor your opportunities and more

OneSpan Sign gives you full control of your transactions and documents. Not only can you receive alerts in case of pending transactions, our e-signature solution also lets you track the progress of your digital transaction and receive real-time notifications on its progress.

Implemented with built-in reminders and expiration dates as well as the option to resend signing invitations, OneSpan Sign for Salesforce will help you stay on top of all your documents.

Admin Features

An admin dashboard that actually lets you manage users, permissions, configurations, reports, and more

OneSpan Sign for Salesforce makes it easy for administrators to: 

  • Create custom buttons and links
  • Report on transactions
  • Manage users and permissions
  • Create re-usable templates to reduce document preparation steps for senders (like inserting signature and data placement fields)
  • Manage text tags and conventions
  • And more
Enhanced Customization

Enhanced customization ensures your e-signatures meet your precise needs

Our powerful REST-based open API and  APEX SDK come packed with everything you need to ensure rapid development and deployment in any Salesforce environment. 

Need a complex workflow with automations? Try any of our enhanced customization options packaged with step-by-step guides, documentation, API Schema, and more.

Get started with electronic signatures

Try our quick demo to see what the e-signing experience looks like