emSigner for Salesforce: Streamlining Digital Workflows

emSigner's Salesforce integration brings seamless digital signing and document management directly into your CRM, enabling sales teams to close deals faster and improve efficiency.

emSigner Salesforce Integration: Streamlining Digital Workflows

Key Features & Benefits

Dashboard

Seamless Contract Management

Generate, send, and sign sales agreements, NDAs, and contracts directly within Salesforce. Automate document tracking to accelerate deal closures and improve efficiency.

Dashboard Efficient Collaboration

Native Salesforce Integration

Leverage emSigner’s deep integration with Salesforce Lightning to initiate e-signatures without switching apps. Automate document updates within Salesforce records to ensure data consistency.

Dashboard Enhanced Security

Accelerated Sales Workflows

Speed up approvals for quotes, invoices, and customer agreements with automated signing workflows. Reduce bottlenecks in deal progression and enhance collaboration across teams.

Dashboard Automated Workflow

AI-Powered Insights & Compliance

Gain real-time visibility into document statuses with AI-driven insights. Ensure legal compliance with built-in audit trails, role-based access controls, and region-specific e-signature standards.

Dashboard Audit Trails & Compliance

Customer & Partner Convenience

Offer clients and partners a seamless signing experience via email, SMS, or embedded signing links. Enable multi-device signing to simplify remote transactions.

Dashboard Customization & Flexibility

Enhanced Security & Compliance

Ensure secure digital transactions with industry-grade encryption, identity verification, and tamper-proof signatures. Meet global regulatory standards, including UETA, eIDAS, and ESIGN Act.

How It Works

Initiate Document
Configure Signing Workflow
Send for Signature
Track Progress
Securely Store & Access

Why Choose emSigner for Salesforce?

Increase Productivity

Increase Productivity

Reduce administrative workload by eliminating manual paperwork, automating contract execution, and seamlessly integrating digital signatures within Salesforce, enabling sales teams to focus on closing deals faster.

Stay Compliant

Stay Compliant

Ensure full legal and regulatory compliance with tamper-proof digital signatures, secure authentication, and automated audit trails, reducing risks and meeting industry standards such as GDPR and SOC 2.

Improve User Experience

Enhance Customer Experience

Deliver a frictionless and secure signing experience with intuitive workflows, real-time status updates, and mobile-friendly digital signatures, ensuring faster transactions and improved client satisfaction.