Electronic Signature for Salesforce
Sign in Salesforce and Speed Up Your Sales
Easily and quickly integrate Oodrive Sign into Salesforce. Sign and have all your documents signed online securely—without ever leaving your Salesforce environment.
An Electronic Signature That Seamlessly Integrates with Your CRM
The Oodrive Sign for Salesforce connector allows you to integrate your electronic signature solution directly into your CRM.
Enjoy Fast Integration
Deploy Oodrive Sign in Salesforce with just a few clicks and quickly get started with your electronic signature process.
Sign Securely and in Full Compliance
Compliant with the eIDAS regulation, you can assign roles between the administrator and your teams to maintain precise control over the signing process.
Accelerate Your Signature Workflows
Have your contracts signed from any device—without ever leaving your Salesforce environment—even when you’re offline.
A Connector That’s Easy to Set Up in Salesforce
Oodrive Sign for Salesforce is designed to integrate effortlessly into your Cloud CRM and lets you launch your e-signature workflows quickly.
- Simple and quick installation within Salesforce
- One-time setup for signature roles and methods
- Full documentation included
« The rapid adoption of Oodrive Sign has enabled MBDA to optimize processes, automate tasks, and improve the overall efficiency of various business units and users, all while complying with current security and regulatory standards. »
« Oodrive Sign allows us to sign documents remotely, instantly, and within a secure legal framework. The tool is therefore perfectly suited to our needs. »
« Oodrive Sign stands out from other market players because it combines security, data sovereignty, and regulatory compliance. All these guarantees reassure our clients in the education sector, who can confidently digitize their contract processes. »
Get Your Documents Signed in 4 Steps
Step 1: Upload Your Documents to Be Signed in Salesforce
From any Salesforce entity (opportunity, contact, account, or other), upload your PDF documents to be signed in the “Notes and Attachments” section.
Step 2: Select Your Documents and Signers
Start your signature workflow by selecting a scenario, the documents to send, and the signers, along with their roles in the transaction.
Step 3: Choose Your Secure Signing Method
For a secure signing experience wherever you are, choose the method that works best for you: in-person, remote, or interactive via SMS.
Step 4: Send the Documents for Signature
Send your documents for signature with a personalized email. Once the transaction is complete, you can track its status in Oodrive Sign for Salesforce®.
Contact an electronic signature expert
Our team will be happy to help you choose the solution best suited to your needs.
