HIGHLIGHTS
Get up and running with e-signatures in minutes with little to no IT involvement at all and customize your application based on your business requirements.
- Pre-integrated app that allows sales teams to shorten sales cycles with electronic signatures
- Send, sign, and track sales contracts without ever leaving Salesforce
- Automate workflows with advanced custom buttons, templates, e-sign conventions, text tags and more
- Automatically archive e-signed documents in Salesforce
- Easily add e-signatures to custom built apps using OneSpan Sign’s APEX SDK
- E-Signed documents include an embedded audit trail and tamper-evident signatures that track who signed, in what order, when, and where with strong identity assurance
OneSpan Sign for Salesforce is a pre-integrated app that enables sales professionals to prepare, manage, and send documents for e-signature directly in Salesforce. You will not only close deals faster and boost sales productivity, but also enhance the overall customer experience.
Recipients can conveniently review and sign documents from anywhere, anytime, and on any device. Eliminate errors and costs related to manually handling paper by keeping the process 100% digital.
OneSpan Sign also integrates with the most used document generation and contract management applications inside Salesforce (e.g. Salesforce CPQ and more) to automate the entire document transaction lifecycle — from creating your documents and contracts for e-signature — directly from Salesforce.
OneSpan Sign for Salesforce handles many different scenarios, including:
- Manage multiple documents and signers with serial or parallel signing processes
- Apply an additional layer of security with authentication methods like email, SMS text code, and Q&A
- Use built-in reminders and expiration dates to track time sensitive transactions
- Remote or in-person signing
- Customize the signer experience across any channel or device, including mobile
- Reassign the signature to a delegate
Are You a Financial Institution or a Federal or State and Local Agency?
One Span Sign is designed to work with Salesforce’s Gov Cloud as well as Financial Services Cloud.
Add e-signatures to everyday sales and marketing documents, such as:
- Sales contracts
- Purchase orders
- Statements of work
- Partner agreements
- SLAs
- NDAs
HOW IT WORKS
Most Flexible Solution
Configurable workflows and a wide range of user authentication options and signature capture methods
Secure, Legal, & Compliant
- Tamper-evident seal for each signature.
- One-click, vendor-independent verification of signatures.
- OneSpan Sign meets the highest security standards, including SOC 2, FedRAMP, and HIPAA.
Highest Adoption Rates
Intuitive signing on any device and the ability to fully white-label the e-sign process delivers a superior customer experience.
Single, Unified Audit Trail
Captures identity verification, authentication, and e-signature events to demonstrate compliance and prove how the signer was identified, what they signed, when, and where.
PRODUCT DIFFERENTIATORS
Most flexible solution
- Most flexible solution Most deployment options: public cloud, private cloud, or on-premises behind the firewall (for any project size, complexity, or budget)
- Configurable workflows and a wide range of user authentication options and signature capture methods
A single, unified audit trail
- Captures identity verification, authentication, and e-signature events to demonstrate compliance and prove how the signer was identified, what they signed, when, and where
Highest adoption rates
- Fully white-label the e-sign process and deliver the best signer experience — from simple to the most complex workflows
Secure, legal and compliant
- Tamper-evident seal for each signature
- One-click, vendor-independent verification of signatures
- OneSpan Sign meets the highest security standards including SOC 2, FedRAMP and HIPAA
ECOSYSTEM
Our Salesforce ecosystem makes it easy for you to send documents for e-signatures with OneSpan from any of your favorite apps:
