Boost your sales with the most secure electronic signature
The Oodrive Sign connector integrates perfectly with Salesforce, so that your sales teams can easily send and have contracts signed with the highest level of security, without exiting their usual work environment.
Rapid integration
Oodrive Sign for Salesforce was designed for fast-track implementation in your CRM Cloud in just a few clicks and means you can launch your electronic signature process quickly and easily.
- Quick and easy installation with Salesforce
- Unique setting definition for scopes and signature modes
- Full documentation
Get your contracts signed in four stages
Optimise your sales process: Oodrive Sign enables you to submit your documents in just a few simple steps thanks to an intuitive and clear workflow.
Stage 1
Start the process directly from the context of one of your Salesforce entities (opportunity, contact, account or other)
Stage 2
Select the documents to submit
Stage 3
Select the documents to submit
Stage 4
Your documents are submitted for signature.
Guarantee confidentiality
Oodrive Sign for Salesforce guarantees the confidentiality of transactions between sales teams and clients
- Define the scopes in which a contract can be shared, so that it is only visible to the desired users.
- Create scenarios for all of your processes.
Key features
eIDAS compliance
Oodrive electronic signatures are fully compliant with the eIDAS regulation applicable in the EU and throughout the world.
Monitoring the process
Assigning roles based on the profile of each user, to ensure reliable workflows, comprehensive monitoring and clear controls are essential for the signature process.
The best user experience
Recipients can sign remotely from any device in just a few clicks, even if they are not online.
Request a demo
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FAQ
What is an electronic signature?
Learn about electronic signatures, probative value, compliance, and more with our FAQs.
What is an electronic signature?
An electronic signature is a dematerialised signature. More than simply the digital equivalent of a handwritten signature, it is a technical process by which a signatory appends their agreement (signature) to a digital document using a dedicated tool.
How is a document signed electronically?
Signing a document electronically requires the use of a signature tool (which irrevocably confirms the signer’s engagement and guarantees the integrity of the signed document) and the support of an electronic licence provided by a trusted third party.
What are the advantages of an electronic signature?
An electronic signature reduces processing times, improves document security and traceability, ensures legal compliance, optimises signature procedures, saves money and, by reducing the use of paper, reduces harm to the environment.
How do I submit a document to be signed with Oodrive Sign?
As the issuer of the request, all you have to do is connect to the Oodrive Sign application platform, enter your username, authenticate yourself and select the document(s) to be submitted to the signatories. You can specify deadlines and monitor the progress of the signature process.
How do I sign a digital document via Oodrive Sign?
As the signatory, all you need to do for a simple signature is click on the link in the notification received to access the platform, go to the signing tool, authenticate yourself using a verification code sent by SMS, click on the ‘sign’ button, then confirm the status of the signature.
What documents can be signed with Oodrive Sign?
An electronic signature can be used on any document available in digital format: quotations, purchase orders, employment contracts and amendments, internal documents, membership or subscription forms, etc. More sensitive documents, however, require an advanced or qualified signature.
How can I adapt the signature procedure to my business needs?
Oodrive Sign offers you great flexibility in terms of signature procedures. Define your approval process to suit your business needs, with complete freedom, while benefiting from the same security guarantees and the same probative value for your documents.
What are the levels of guarantee offered by Oodrive Sign?
Oodrive Sign offers the three levels of guarantee provided by the eIDAS Regulation: simple electronic signature (the lowest level of security), advanced signature (which guarantees the identity of the signatory and the integrity of the document) and qualified signature (the highest level of security).
What is the probative value of a document signed on Oodrive Sign?
A document signed on Oodrive Sign has the same probative value as a handwritten signature under the European eIDAS (Electronic Identification and Trust) regulation. Therefore, the legal effect and admissibility of an electronic signature cannot be denied on the sole ground of the format adopted.
How is the identity of the signatory guaranteed on Oodrive Sign?
The identity of the signatory is guaranteed by an electronic certificate issued by a certification authority. Oodrive Sign works with third-party Trust Service Providers, such as CertEurope, responsible for verifying the identity of the signatory through various degrees of checks depending on the level of guarantee required.
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