OneSpan Sign for Salesforce CPQ
Close deals faster by automating your entire Quote-to-Cash process using our pre-built connector – With just one click

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
-
Workflow Automation
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
-
Admin Features
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

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.