eSignature for Salesforce
Streamline your sales process by sending, signing, tracking and saving documents within Salesforce.
Close deals faster using this simple eSignature tool.
Simplified document journeys for
small teams & individuals
Stay Connected with Salesforce
Initiate e-signature requests directly from any standard or custom object in Salesforce. Once signature is done, The documents/contracts are stored in Salesforce and attached to the Salesforce record.
Signature flow
Create the document you want, submit it, and you can choose whether to allow only one signatory to append their signature or to consider the document complete once all signatories have done so.
Reusable template
A reusable template is a pre-designed document format with predefined signature fields. It allows for efficient and consistent document creation by eliminating the need to start from scratch for each transaction. Templates can be customized and reused, saving time and ensuring standardization.
Powerful API
Unlock seamless eSignature workflows with our product! Initiate and track signatures effortlessly using our Signature APIs. Ensure secure access with Authentication APIs. Manage documents seamlessly through our Document APIs. Stay on top of deadlines with automated reminders from our Notification APIs. Simplify user administration with our User Management APIs. Experience the power of integrated and customizable eSignature workflows.
Advanced security
We know that security is a crucial aspect of eSignature platforms that’s why we have added authentication methods to ensure the identity of signers, with OTP SMS verification.
Collaborate signing & completing templates
Get all signatories to work together to add information or signatures to the same document, advancing its status towards completion. The tool’s in-person signing feature allows you to gather multiple signatories’ signatures at once, or you can use the parallel or sequential signature method.
Automated eSignature tracking
It enables seamless monitoring and management of digital signatures. It provides real-time updates on signature status, ensuring transparency and visibility throughout the signing process.
Font Fusion Signatures
Unleash Your Signature Style! Effortless Electronic Signatures at Your Fingertips!
Personalize your eSignature with Font Fusion Signatures. Choose from diverse fonts to reflect your style and create a distinctive digital signature that stands out. Watch your signature come to life, adding visual appeal and authenticity.
Upload your Signature as An Image
Image signatures can also be uploaded to the EW Sign tool.
Users can now upload their signatures as a png format. EW Sign supports as many signature Uploads as the user wants. It saves both time and resources of the user.
FAQs
What is EW Sign?
EW Sign is a Salesforce-integrated tool designed to streamline the document signing process, enhancing efficiency and reducing paper clutter. It enables users to create customizable document templates with strategically placed signature fields, facilitating a seamless and visually appealing signing experience. With EW Sign, you can effortlessly send personalized signing requests to both internal and external contacts, modernizing your business operations.
The platform offers real-time tracking of signing progress, along with notifications and a user-friendly interface, ensuring that obtaining signatures becomes a hassle-free task. By leveraging EW Sign, businesses can take control of their document management processes, leading to increased productivity and a more streamlined workflow.
Why use electronic signatures?
There are various advantages of using electronic signatures some of them are:
- It is a cost-saving method of getting signatures which offers convenience and efficiency by eliminating the need for physical paperwork.
- You can sign and send documents quickly and easily from anywhere, at any time, using digital devices.
- Electronic signatures enable fast and flexible transactions. This flexibility provides a competitive advantage, especially in time-sensitive business scenarios.
- Electronic signatures go beyond geographical boundaries, enabling secure and efficient transactions across different time zones and locations. And many more.
How to use EW Sign?
First of all, you need to create a template of the document for signing (reusable), in which you need to provide the number of signatories and name of the document and you need to upload the DOCX or PDF format file of the document. In the next step, you need to put the input box on the document like signature input, date, checkbox, etc. where we want input from the signatories.
Moreover, for example, if there are two signatories, we need to place the input elements for both signatories, the document is sent to the signatories via email with their respective input fields, to take their inputs wherever provided. Signatories will provide their required inputs and can submit or reject them.
The signatories are notified with emails on specific events such as successfully signing, notification that the signature is remaining, the document is expired, expiry date coming soon, etc. Also, the tool user will get the email, when the instance is created successfully and the user can stay updated with the status of the document by analyzing, the completed, pending, and documents that are expiring soon, and which document is expired along with the count on the dashboard.
What document format does EW Sign support?
EW Sign primarily supports DOCX and PDF file formats for creating templates.
Can the final document generated by EW Sign be used for legal purposes?
Yes, the final document generated by EW Sign can be used for legal purposes. EW Sign utilizes secure electronic signatures and ensures a flawless audit trail of each signature, providing the necessary evidence and compliance required for legal validity.
Is EW Sign easy to use?
Yes, EW Sign is made to be simple to use and easy on the eyes. The application makes it easier to create templates, send papers for signatures, and manage the signing processes with its user-friendly design and intuitive capabilities. The goal of EW Sign’s streamlined functionality and user-friendly design is to make using the product simple and easy for users with different levels of technical skill.
Can EW Sign be customized to fit my business needs?
Yes, EW Sign provides complete customization to fit your business needs. As a Salesforce-integrated tool, it enables you to create reusable templates, customize the signature workflow, and personalize email notifications for different stages such as completion, expiry, or pending status. The integration with Salesforce allows effortless syncing of contacts and real-time tracking of document status. This flexibility makes EW Sign adaptable to various industries and workflows, ensuring a seamless experience for users.
Is EW Sign reliable?
Yes, EW Sign is a reliable tool that incorporates robust security measures and features to ensure the integrity and confidentiality of your documents. It is built on established technologies and frameworks and has undergone rigorous testing and quality assurance processes for reliability.
Is EW Sign secure?
Yes, EW Sign prioritizes security to ensure the confidentiality and integrity of your documents and data. You can add your own custom templates which are only accessible to you and can create an instance of it for sending it to the signatories.
can the user send a notification to a signer who hasn't signed in the specified time(expiry date) ?
Yes, users can set the expiration date, after which the document will expire and before which the signatories are supposed to submit the document, after signing. Moreover, users can set the number of days after which the notification would be sent to the respective signatories if their signature is remaining. Also when the document is expired, an email notification is sent to the signatories.
Can the tool handle different signature flows for documents that require either party or all parties signatures?
Yes, in this tool there are two options to make the document successfully signed. One is either of the party or all parties. If the user selects Either of the parties while creating an instance, then if any one of the parties signed the document, it is considered complete. But, if the user had selected all parties then, till all signatories do not sign the document, it is not completed.
Can users track the status of each document, including who has signed and who is pending?
Absolutely yes, users can track the status of each document, including signed and pending signatures, from the dashboard. It provides an overview of document progress, signatory names, timestamps, and outstanding signatures for efficient monitoring and management.
Is there an option for signatories to decline or reject a document?
Yes, when a template is created by the user and saved, it sends an email to the signatories along with the link. By clicking the link signatories are able to sign the document, and on the same page there are two buttons given in the top right corner, one is accepted and another is rejected.
Can signatories download a copy of their signed document?
Yes, Users can download or preview a copy of their signed or unsigned document from an Email sent to them by EW Sign.