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

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Two-way Data Sync

Automatically update salesforce records with data collected during the signing ceremony and pre-populate documents with existing Salesforce data.

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Workflow Automation

With reusable templates and custom links, you can streamline the user workflow.

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Reports and Alerts

More easily monitor your transactions and documents with our reporting tool and automated alerts.

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Admin Features

Our robust admin dashboard enables easy management of users, permissions, text tags, and more.

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No Manual Processing

Prevent documents from being returned because of missing signatures or incorrect data by pre-populating them with information stored in CPQ.

Start and Finish in SalesForce CPQ

Get secure and easy e-signatures for your quotes, contracts, and proposals with OneSpan Sign for Salesforce CPQ

OneSpan Sign provides a fully embedded experience inside of Salesforce CPQ, eliminating the need for training. Start the e‑sign transaction creation process seamlessly after generating a standard quote document from your Quotes object. 

You’ll be sending and signing your contracts, proposals, and quotes within minutes — no training required.

Use OneSpan Sign for Salesforce CPQ to sign:

  • Quotes and Proposals
  • Statements of Work and SLAs
  • Sales Contracts
  • Partner Agreements
  • Purchase Orders

The Beginner’s Guide to Electronic Signatures

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

Two-Way Data Sync

From a single UI, use e-signatures for Salesforce to manage documents, leads, and signatures

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 CPQ, you can invite prospects and customers to e-sign quotes, contracts, and proposals directly from your quote template with just one button. From there, you can automatically archive e-signed documents back in Salesforce.

Workflow Automation

Reusable templates help close deals faster and improve the efficiency of your contract signing process

With OneSpan Sign for Salesforce CPQ, your quotes and contracts flow through a simple pre-built workflow that is native to Salesforce CPQ. Use your pre-configured quote templates to send your Salesforce CPQ documents for e-signature simply by clicking on “Save” and “Send” with OneSpan Sign.

Reports and Alerts

Monitor your opportunities with detailed reports and alerts

Gain complete control of your transactions and documents with OneSpanSign. Our e-signature solution for Salesforce CPQ allows you to track the progress of all your digital transactions and receive automated alerts in the case of pending transactions or other status changes.

OneSpan Sign for Salesforce CPQ is also implemented with built-in reminders and expirations dates while offering the ability to resend signing invitations if pending signatures linger.

Admin Features

Add, manage, and configure templates to create quotes and contracts

With OneSpan Sign for Salesforce CPQ, you can configure and map the parameters in the Quote Templates to automatically prepare and send your sales contracts and quotes for e-signature.

Re-usable templates will reduce the number of steps taken by your sales team to create transactions, resulting in greater productivity and shortening the time it takes to close deals. 

No Manual Processing

Generate more revenue and close deals faster with e-signatures for Salesforce CPQ

When creating sales documents like invoices, quotes, and proposals, employees often have to enter a mountain of data, such as discounts, prices, etc.

OneSpan Sign for Salesforce CPQ adds a one-click button at the end of the quote creation process, so employees do not have to regenerate this data in any form. No manual processing of these documents will be required. This means fewer data errors and increased efficiency, which has a direct impact on how fast your sales team can close deals and increase revenue. 

Start Signing Today

Put us to the test, and see how you can start saving time and money today.