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
Namirial eSignAnyWhere – Electronic Signature for Salesforce represents one of the most advances 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 in a produces powerful tool for 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.
How to install?
The Salesforce Connector can be installed directly in Salesforce AppExchange Namirial eSignAnyWhere - AppExchange - SalesforceIt is in addition available for local installation(Version 1.36) at https://login.salesforce.com/packaging/installPackage.apexp?p0=04t2p000000fZ1N&isdtp=p1
Further Information
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