Connector for Salesforce

Owned by Nedzad Haskovic
Last updated: Jul 10, 2024 by Matteo Marchionne
1 min read

What is it and What is it for?


Namirial eSignAnyWhere – Electronic Signature for Salesforce represents one of the most advanced and easiest to use Salesforce applications for electronic signature. It offers a plug-and-play integration solution between Salesforce and eSignAnyWhere, the solution for Digital Transaction Management developed by Namirial GmbH.

By combining security and efficiency of eSignAnyWhere with data from Salesforce produces a powerful tool for accelerating sales processes.

This integration provides the following benefits that enhance efficiency and streamline electronic signature workflows:

  • Accelerates Quote-to-Cash Process:

Easily send envelopes (such as contacts and accounts documents) from Salesforce with a single click.

  • Automated Data Merging:

Automatically merge data from any Salesforce object into the envelope and push signer data back to Salesforce.

  • Recipient Generation:

Generate recipients based on existing leads, contacts, accounts, or other Salesforce objects.

  • Salesforce Report Delivery:

Send Salesforce-generated reports as envelope documents.

  • Process Tracking and Control:

Monitor and manage the signing process directly within Salesforce.

  • Document Customization:

Utilize the document designer to manage form fields and signature fields directly on documents.

  • Direct Document Signing:

Enable signers to sign documents directly within the Salesforce platform.

Supported Languages:

  • English
  • German
  • French

How to Install?

The Salesforce Connector can be installed directly in Salesforce AppExchange:

Namirial eSignAnyWhere - AppExchange - Salesforce

You can also follow detailed procedures below:

How to Configure?

Follow the Admin Guide (Connector for Salesforce) to configure the connector.

 

How to Use?

Follow the User Guide (Connector for Salesforce) for detailed information.