Everything you need to create, send, manage, and complete secure eSignatures directly within Salesforce.
Signing & Documents
| Sign Template | Create reusable signing templates with pre-configured documents, fields, layouts, and signer roles, allowing users to initiate recurring signing transactions quickly with a single click. Learn more → |
| Digital Document Seal | Capture legally binding electronic signatures on documents, with signer authentication and a tamper-evident signing process. |
| Print and Sign (Wet Signature) | Support traditional pen-and-paper signing by allowing documents to be printed, physically signed, and re-uploaded or scanned back into the workflow. |
| Button URL Parameter (Sign Parameter) | Pass dynamic parameters through Salesforce button URLs to launch and configure signing transactions based on specific requirements. Learn more → |
✨ AI-Assistant
| AI Document Summary | Automatically generate a concise summary of a signed document's content, saving time on manual review. Use AI to quickly summarize document content and help users understand important information before reviewing or signing. Learn more → |
Communication & Notifications
| SMS & WhatsApp Sending | Send signature requests, reminders, and notifications to signers directly via SMS or WhatsApp, in addition to email. |
| E-Mail Customization | Personalize the email template sent to signers when requesting document signatures. Customize the email design to align with your organization's branding and provide recipients with a professional and consistent signing experience. Learn more → |
| Branding Email | Customize signing emails with your organization's branding to provide recipients with a consistent and professional brand experience. Learn more → |
Salesforce Data & Integration
| Custom Lookup | Custom lookup allows transactions to be displayed in the related list of any Salesforce object. |
| Form Field | Form Fields let you add fillable input to the documents, auto-converted while creating the Sign Transaction. Learn more → |
| Write Back | Automatically write signed document data and signer inputs back to the relevant Salesforce object and fields once signing is complete. Learn more → |
| BGM Transaction | Integrate Docs Made Easy with Sign Made Easy to automate the document signing workflow, enabling documents to be generated and seamlessly sent for e-signature without manual intervention. |
Security & Compliance
| Multi-Factor Authentication | Add an extra layer of identity verification before a signer can access or complete a document, reducing the risk of unauthorized signing. Email OTPVerify the recipient through a one-time password sent to their email. SMS OTPVerify the recipient using a one-time password sent via SMS. WhatsApp OTPVerify the recipient through a one-time password sent via WhatsApp. PasscodeProtect the document with a custom passcode. |
| Audit Trails | Maintain a detailed record of transaction activities, providing visibility into important events throughout the document signing lifecycle. |
Administration & Organization
| Business Unit | Configure customized branding for Sign Made Easy transactions and emails across different organizations, departments, or entities within a Salesforce org. For each transaction, users can use the default Business Unit or select an alternative to provide a tailored and consistent branding experience throughout the signing process. Learn more → |
| Basic Tags | Add essential signing fields such as Signature, Initials, Date, Text, Checkbox, and other supported fields to documents. Learn more → |
Localization
| Multi-Language | Provide a localized signing experience by supporting multiple languages for users and recipients. Learn more → |
Built to make signing simpler, faster, and more secure — directly inside Salesforce.
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