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.
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
Best in Class
Add 25 years of best-in-class e-signature capabilities to ensure the most seamless and secure signing experience
Two-Way Data Sync
Auto populate documents with Salesforce data, and update Salesforce records with data collected during signing
Streamline your users’ workflow - create reusable templates and custom links to eliminate manual preparation
Reports and Alerts
Stay on top of your transactions - get reports and alerts on who has signed and which documents are past due
Easily manage users, permissions, text-tags, conventions, and much more from the admin dashboard
Easily integrate e-signatures into custom-built apps on Force.com or Salesforce with OneSpan Sign’s APEX SDK
How it Works
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.
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.
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.
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.
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.
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.
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
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.
[OneSpan Sign] listens to our suggestion for future product features and works with us to ensure their enhancements support our needs.
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.