Versions Compared

Old Version 3

changes.mady.by.user Nedzad Haskovic

Saved on

compared with

New Version Current

changes.mady.by.user Manuel Gierlinger

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

What is it

...

and What is it for?

The Connector for Salesforce is an integration of eSignAnyWhere capabilities into Salesforce

Where to obtain?

The connector can be downloaded from Salesforce appexchange : https://appexchange.salesforce.com/listingDetail?listingId=a0N3A00000FR4oLUAT&tab=e

It is in addition available for local installation(Version 1.29) at https://login.salesforce.com/packaging/installPackage.apexp?p0=04t2p0000013Gy5

Further Information


Namirial eSignAnyWhere – Electronic Signature for Salesforce represents one of the most advanced and easiest to use Salesforce applications for electronic signature. It offers a plug-and-play integration solution between Salesforce and eSignAnyWhere, the solution for Digital Transaction Management developed by Namirial GmbH.

By combining security and efficiency of eSignAnyWhere with data from Salesforce produces a powerful toolfor accelerating sales processes.

This integration provides the following benefits that enhance efficiency and streamline electronic signature workflows:

  • Accelerates Quote-to-Cash Process:

Easily send envelopes (such as contacts and accounts documents) from Salesforce with a single click.

  • Automated Data Merging:

Automatically merge data from any Salesforce object into the envelope and push signer data back to Salesforce.

  • Recipient Generation:

Generate recipients based on existing leads, contacts, accounts, or other Salesforce objects.

  • Salesforce Report Delivery:

Send Salesforce-generated reports as envelope documents.

  • Process Tracking and Control:

Monitor and manage the signing process directly within Salesforce.

  • Document Customization:

Utilize the document designer to manage form fields and signature fields directly on documents.

  • Direct Document Signing:

Enable signers to sign documents directly within the Salesforce platform.

Supported Languages:

  • English
  • German
  • French

How to Install?

The Salesforce Connector can be installed directly in Salesforce AppExchange:

Namirial eSignAnyWhere - AppExchange - Salesforce

How to Configure?

Follow the Admin Guide (Connector for Salesforce) to configure the connector.

 

How to Use?

Follow the User Guide (Connector for Salesforce) for detailed information.