Start and Finish in Salesforce CPQ
Get your Quote documents e‑signed with just one click right from 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 a matter of 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
Accurately manage the entire deal close process—from generating quotes and configuring orders to collecting cash
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
Automate your workflow processes with pre-populated templates that accelerate the document preparation process
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, create re-usable templates and more
No Manual Processing
Prevent documents from being returned because of missing a signature or incorrect data by pre-populating them with information stored in CPQ
How it Works
CREATE TRANSACTION: An intuitive, integrated custom button in your CPQ application reduces the number of steps to create transactions.
PRE-POPULATED TEMPLATES: Pre-populated templates accelerate the document preparation process and reduce human errors.
TRACK STATUS: Monitor the status of all documents to be signed right in your Quote Object. 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: Enables system administrators to create re-usable templates, manage users, and 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.
[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.