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 tool for accelerating sales processes.
This integration provides the following benefits that enhance efficiency and streamline electronic signature workflows:
Easily send envelopes (such as contacts and accounts documents) from Salesforce with a single click.
Automatically merge data from any Salesforce object into the envelope and push signer data back to Salesforce.
Generate recipients based on existing leads, contacts, accounts, or other Salesforce objects.
Send Salesforce-generated reports as envelope documents.
Monitor and manage the signing process directly within Salesforce.
Utilize the document designer to manage form fields and signature fields directly on documents.
Enable signers to sign documents directly within the Salesforce platform.
Supported Languages:
The Salesforce Connector can be installed directly in Salesforce AppExchange:
Namirial eSignAnyWhere - AppExchange - Salesforce
Follow the Admin Guide (Connector for Salesforce) to configure the connector.
How to Use?
Follow the User Guide (Connector for Salesforce) for detailed information.