OneSpan Sign for Salesforce

Manual processes slow you down and are prone to errors. Frequent application switching and paperwork can lead to misplaced documents, incomplete information, and data entry mistakes.

OneSpan Sign's pre-built integrations for Salesforce boost employee productivity by enabling you to initiate signing processes directly from Salesforce. Once documents are eSigned, they are automatically stored in the opportunity, which lightens the workload and strengthens your record keeping, compliance, and auditability.

The following provides a basic overview of the steps that you would take to complete a digital agreement using OneSpan Sign for Salesforce.

• Prepare the opportunity:

  • The seller creates a new opportunity in Salesforce.

  • They add all the documents that need to be completed and signed by the customer. These documents need to be tagged beforehand.

  • The seller adds the recipient's contact to the opportunity.  

• Start the eSigning process

  • Next, the seller updates the opportunity status to the Proposal stage, which automatically initiates the signature process. As a OneSpan Sign user, you can define what stage triggers the signing process.  

  • The agreement is then sent to the contacts provided in the opportunity.  

• Collect eSignatures

  • Recipients receive an email notification prompting them to sign the document.  

  • They access the document securely and digitally sign it. 

• Storing documents

  • Once all required signatures are captured, the signed document as well as the evidence summary are automatically sent back to Salesforce and stored within that opportunity.  

This automatic document management eliminates the need for manual uploading and ensures that all signed documents are securely stored in Salesforce.  

Signed documents and evidence summaries are available as attachments directly in the opportunity. The evidence summary provides a detailed overview of the entire signing process. Your organization can audit the entire signing process, including who signed the document, when it was signed, and any modifications made.  

Prepare the opportunity

Sellers can use existing or to create new opportunities within Salesforce.

First, the seller uploads the document that requires eSignature in the opportunity in Salesforce.

 

Next, the seller adds recipients' contact details to Salesforce. If the contact doesn’t exist in Salesforce, they need to create it. If the contact is already in Salesforce, the seller needs to add it to the opportunity and assign it a role.

Start the eSigning process

Next, the seller updates the opportunity status to the Proposal stage, which automatically initiates the signature process. As a OneSpan Sign user, you can define what stage triggers the signing process.

Collect eSignatures

The agreement is then sent to the contacts provided in the opportunity.  Recipients receive an email notification prompting them to sign the document.  They access the document securely and digitally sign it.  

Storing documents

Once all required signatures are captured, the document is automatically sent back to Salesforce and stored within that opportunity.   

Signed documents are available as attachments directly in the opportunity.

The attachment consists of the signed document and the evidence summary. The evidence summary provides a detailed overview of the entire signing process.

This integration is a paid add-on to an enterprise plan and not available in a professional plan.