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OneSpan Sign for Salesforce

Empower your sales team with lightning fast and secure electronic signatures using our pre-built connector for Salesforce – No coding required.

NDA tap to sign document

Intuitive Salesforce Experience

Quickly send, sign, track and store a wide variety of documents – without ever leaving 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 much more
Packed with features to streamline workflows and increase user productivity
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    Best in Class

    Add 25 years of best-in-class e-signature capabilities to ensure the most seamless and secure signing experience

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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 - create 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 much 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

How it Works

  • How it works for senders - Salesforce

    CREATE TRANSACTION: Start your transaction creation process from any Salesforce object, standard or custom and easily add signers, documents and other e-signature settings with a few easy clicks.

  • How it works for senders - Salesforce

    PREPARE & SEND DOCUMENTS: Drag and drop signature blocks and data capture fields into the document, and then click “send” to send signers an email notification inviting them to sign the document. Pre-populated templates can accelerate your document preparation process.

  • How it works for senders - Salesforce

    TRACK STATUS: Monitor the status of all documents to be signed via the dashboard. The sender is also notified by email when each signer has signed the document and when the document is ready to download.

  • How it works for signers - Salesforce

    SIGNING INVITATION: The signer receives an email invitation to sign the document. The signer can use any device and sign anywhere and at any time using OneSpan Sign’s optimized signing experience for all channels. For added security, the signer may be asked to authenticate their identity before accessing the document if requested by the sender.

  • How it works for signers - Salesforce

    REVIEW & SIGN: The signer is guided to sign, initial and enter additional signing information in all the right places in the document. Once signed, the document is automatically routed back to the sender, or to the next person who must sign the document.

  • How it works for signers - Salesforce

    REVIEW & SIGN: The signer is emailed a link to the completed document once every person has signed. All signers then receive an invitation to download the final document. Mobile app users also have the option to save documents to a cloud storage service.

  • How it works for administrators - Salesforce

    ADMIN FEATURES: 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.

Enriched with partner integrations in the Salesforce eco-system from CPQ, DocGen, CLM, and banking apps
  • Salesforce CPQ

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

    Learn more
  • nCino

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

    Learn more
  • SpringCM

    Automate your SpringCM contracts and document processes with configurable workflows designed for eSignatures with OneSpan Sign

    Learn more
  • Nintex Document Generation

    Handle complex workflows with Nintex Document Generation and OneSpan Sign

    Learn more
  • Conga

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

    Learn more
  • The strongest feature of [OneSpan Sign] is the flexibility of the platform. There are many options to configure and tailor the experience to the customer’s needs. And the integration / connectors make it really easy for user to get up and running.

    — Andrew S, US Bank

  • [OneSpan Sign] listens to our suggestion for future product features and works with us to ensure their enhancements support our needs.

    — David Beaton, Sr. Manager, Digital Strategy and Experience, RBC Royal Bank

  • We purchased [OneSpan Sign] for tracking and evidence of electronic document delivery. The benefits we’ve experienced are customer convenience, cost-savings, and an improved loan process.

    — Wells Fargo

Useful Resources

  • Connector Download

    Connector Download

    Download OneSpan Sign for Salesforce

    Learn more
  • Getting Started Video

    Getting Started Video

    Learn how to prepare, send and sign documents with OneSpan Sign for Salesforce

    Learn more
  • User Guide

    User Guide

    Step by step instructions and resources to help you get started

    Learn more
  • Evaluation Guide

    Evaluation Guide

    The top things to look for when evaluating e-signature solutions

    Learn more
  • Data Sheet

    Data Sheet

    Download the OneSpan Sign for Salesforce datasheet

    Learn more
  • White Paper

    Whitepaper

    7 reasons to e-sign contracts in Salesforce

    Learn more
  • Connector Download

    Connector Download

    Download OneSpan Sign for Salesforce CPQ

    Learn more
  • Connector Download

    Connector Download

    Download OneSpan Sign for nCino

    Learn more
  • Connector Download

    Connector Download

    Download OneSpan Sign for SpringCM

    Learn more
  • Connector Download

    Connector Download

    Download OneSpan Sign for Conga

    Learn more
  • Support

    Support

    Contact our world class customer support at sign.support@onespan.com