Use HelloSign to dynamically update contracts based on Salesforce account information. HelloSign templates for Salesforce can also help you increase efficiency by tracking signed opportunities.
- Your document’s signature status is shown right in Salesforce
- You can easily record the status of your e-signature documents by generating reports about which documents are still pending and which are completed
- Your audit trail will be tracked in Salesforce records
- Please read these HelloSign API instructions for configuring the AppExchange plug-in before installation.
You can automatically turn on the Salesforce integration right inside of HelloSign. Contact HelloSign's sales team if you'd like to enable this integration.