eSignLive for Salesforce

The most secure and trusted electronic signature solution for Salesforce

Quickly obtain secure, legal and compliant electronic signatures for contracts, documents and forms of all kinds in minutes natively from Salesforce and Salesforce CPQ (formerly SteelBrick). Send, sign, track and securely store any documents without ever leaving Salesforce. Close deals faster with the most intuitive and enjoyable signing experience. E-signed documents and audit trails are automatically saved in Salesforce after the process is complete.

Easy for Senders

Packed with features to streamline transaction preparation and management – both at the office and on the go.

eSignLive provides a fully embedded experience inside of Salesforce – eliminating the need for training. Start the e-sign transaction creation process from any standard or custom Salesforce object.
Easy for Business Users

An intuitive, drag-and-drop interface reduces the number of steps to create transactions. Monitor transactions via the dashboard. Pre-populated templates accelerate the document preparation process.

Easy for Administrators

Enables system administrators to create custom links/buttons, report on transactions, create re-usable templates, manage text tags and conventions, manage users, and more.

Easy for Signers

Designed to deliver the best customer experience across all devices

Easy and intuitive signing anywhere, anytime and on any device – while enabling you to further optimize the signing experience for your customers.
Easy to Sign

Guides people to sign, initial and fill in data in all the right places so documents are returned free of errors and omissions.

Anywhere, Any Device

An optimized signing experience across all channels and devices.

White Labeled

Fully white label the signing experience so that people see your brand – and only your brand – from start to finish.

Compare a white-labeled vs. a non-branded signing experience

White Labeled

eSignLive’s brand doesn’t appear in any of the interfaces or email notifications.  Your brand remains in the spotlight to ensure the most seamless user experience. This helps drive high adoption and transaction complete rates.

eSignLive’s brand doesn’t appear in any of the interfaces or email notifications.  Your brand remains in the spotlight to ensure the most seamless user experience. This helps drive high adoption and transaction complete rates.

Not White-Labeled

With some e-signature vendors, their brand is part of the user experience creating confusion and risk of customers dropping off. What’s more, emails are sent from the vendor’s servers, creating the risk of as phishing scams,  malware and potential lawsuits as a result.

With some e-signature vendors, their brand is part of the user experience creating confusion and risk of customers dropping off. What’s more, emails are sent from the vendor’s servers, creating the risk of as phishing scams,  malware and potential lawsuits as a result.

Digital Signatures

Guarantees the integrity of the signed document by tamper sealing it after each person signs to protect you and your customers

If a change is made in between signers, it’s automatically detected and the document is invalidated.
Document Security

Ensures the integrity of e-signed documents by applying a digital signature and tamper-seal after each person has signed. Learn more about digital signatures.

1-Click Verification

Embeds the audit trail into the e-signed PDF. Includes a an easy, one-click verification process to validate integrity of the document and signatures.

Digital Certificates

A choice of local- and server-signing options for organizations that rely on digital certificates for signing.

Compare eSignLive's digital signatures with the competition

Digital Signature
for ALL Signers

Some other e-signature solutions only apply a tamper seal wrapper at the end of the signing process, enabling the document’s content to be modified without detection in between signers. What’s more, their audit trail is only available as a separate file, forcing you to store two files and making it longer to verify.

Some other e-signature solutions only apply a tamper seal wrapper at the end of the signing process, enabling the document’s content to be modified without detection in between signers. What’s more, their audit trail is only available as a separate file, forcing you to store two files and making it longer to verify.

Digital Signature for EACH & EVERY Signer

eSignLive secures each person’s signature in the document using digital signature technology so that if a change is made in between signers, their signature is visibly invalidated. This deters fraud and provides a more reliable audit trail. The audit trail is directly embedded in the document, resulting in a single file that’s easier to verify and manage.

eSignLive secures each person’s signature in the document using digital signature technology so that if a change is made in between signers, their signature is visibly invalidated. This deters fraud and provides a more reliable audit trail. The audit trail is directly embedded in the document, resulting in a single file that’s easier to verify and manage.

Audit Trails

Deflect legal disputes and prove compliance – quickly and cost effectively – with the most comprehensive audit trails.

The only e-signature solution to capture both a static and patented visual audit trail of the step-by-step signing process – as seen and experienced by signers.

Signers individual time experience:

Signers individual time experience:

Signers individual time experience:

Signers individual time experience:

All Content

Captures the exact appearance of all web pages, disclosures and documents used to help signers understand the terms of the contract or agreement.

All Actions

Captures every action taken by signers: click-to-accept, click-to-initial, click-to-sign, save sessions, download, etc.

Time Stamp

Records when people logged in and out, and how long they spent on each web page and document.

Compare a traditional audit with a visual audit trail

Static Audit Trail

eSignLive captures standard audit trail information, such as who signed, what document, when (time-stamp), where (IP address), in what order, and how. The static audit trail is embedded directly in the document, making it easier to verify and store e-signed documents as a single, portable file.

eSignLive captures standard audit trail information, such as who signed, what document, when (time-stamp), where (IP address), in what order, and how. The static audit trail is embedded directly in the document, making it easier to verify and store e-signed documents as a single, portable file.

Captures all information presented to users during the web transaction

eSignLive is the only solution to capture active visual audit trail of all information presented to users that helped build their understanding of what there were signing. This includes consenting to E-SIGN, all disclosures, and other web screens. This makes it faster, easier and less costly to prove your compliance and build your legal case.

eSignLive is the only solution to capture active visual audit trail of all information presented to users that helped build their understanding of what there were signing. This includes consenting to E-SIGN, all disclosures, and other web screens. This makes it faster, easier and less costly to prove your compliance and build your legal case.

Automation

Increases organizational efficiency, compliance and customer satisfaction by automating document and contracting workflows

Eliminates manual processing and errors by pre-populating documents with data stored in Salesforce and preventing documents from being returned if missing a signature, initial or other required data.
Document Generation

Select documents stored in Salesforce, or integrate with the leading contract management, invoicing, and document generation apps like Drawloop to streamline document workflows – from document creation to signing to storage.

Two-Way Data Sync

Eliminate manual data entry by utilizing conventions to automatically populate data from Salesforce into documents, as well as update Salesforce records if forms data is collected during the signing process.

Custom Workflow Capabilities

Automatically trigger downstream workflow processes such as order fulfilment, invoicing, onboarding and more. Complete audit trails are also available in Salesforce.

Flexible

Most flexible options for getting e-signatures out to your customers, partners and employees – quickly and securely

Supports a wide range of user authentication and signing methods, while enabling you to integrate e-signatures with custom apps built on Salesforce and Force.com.
Multi-Signer & Signing Methods

Eliminates manual sending and signing steps in the process. eSignLive for Salesforce handles parallel or sequential signing, document insertion, proxy signing, and much more.

Enriched Customization

Utilize eSignLive APEX’s SDK to easily integrate electronic signatures into custom-built apps on Force.com or Salesforce.

Authentication Methods

Choose the method of user authentication that makes the most sense for your process – email, secret question and answer, SMS passcodes and more.

Monitor

Enables you to monitor the status of documents in real time, at all times.

Automatically track the status of documents with easy to use reports and dashboards inside Salesforce.
Real-Time Reporting

Get visibility into when a document is opened, signed, and track the progress throughout the entire approval workflow in multiple signer scenarios.

Built-In Reminders

Leverage built-in reminders and expiration dates to automatically alert signers when the documents are set to expire within a specific period of time.

Chatter Notifications

With eSignLive for Salesforce, you can receive real-time status notifications of your documents sent for electronic signature – right from your Chatter feed.

Global

Go paperless anywhere in the world while complying with country- and industry-specific regulations.

With our global data centers, and multiple languages and support options, you can do business securely and legally from anywhere in the world.
Global Data Centers

Runs on world-class data centers to meet in-country data residency requirements: US, Canada, UK, Germany and Australia. Compliant with SOC 2, FedRAMP, HIPAA and more.

Go global
FedRAMP Certified

The first and only e-signature app on the AppExchange that is available in a FedRAMP compliant cloud to meet the U.S. government’s cloud-first mandate.

Learn more
Global E-Sign Laws

Support eIDAS requirements for advanced and qualified e-signatures so you can transact across all 28 EU Member States. Also support requirements with other global e-sign regulations.

Resources


Data Sheet

Share the eSignLive for Salesforce datasheet

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Whitepaper

7 reasons to e-sign contracts in Salesforce

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Evaluation Guide

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

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User Guide

Step by step instructions and resources to help you succeed

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Video

Getting started video

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Connector

Download eSignLive for Salesforce

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Connector

Download eSignLive for Salesforce CPQ (formerly SteelBrick)

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Connector

Download eSignLive for Drawloop

Learn More

Support

Contact our world class customer support support@esignlive.com