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Salesforce CPQ Salesforce CPQ

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

NDA tap to sign document

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
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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

    Automate your workflow processes with pre-populated templates that accelerate the document preparation process

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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, create re-usable templates and more

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    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

  • How it works for senders - Salesfore CPQ

    CREATE TRANSACTION: An intuitive, integrated custom button in your CPQ application reduces the number of steps to create transactions.

  • How it works for senders - Salesfore CPQ

    PRE-POPULATED TEMPLATES: Pre-populated templates accelerate the document preparation process and reduce human errors.

  • How it works for senders - Salesfore CPQ

    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.

  • How it works for signers - Salesforce CPQ

    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 CPQ

    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 CPQ

    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 - administrators - Salesforce CPQ

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.

    — 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 CPQ

    Learn more
  • Getting Started Video

    Getting Started Video

    Learn how to get started with OneSpan Sign for Salesforce CPQ

    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