Salesforce Integration
Trusted by industry leaders
Use Salesforce data to speed up contract creation
Create and manage contracts within Salesforce using SimpleSign’s interface. Populate proposals with Salesforce data in just a few clicks, collaborate with approval routing, and keep track of all contracts with full version control and visibility.
Seamless Integration of SimpleSign and Salesforce
Experience the power of streamlined contract management with SimpleSign and Pipedrive. Together, they simplify your workflow, ensuring that every contract is easily accessible and efficiently managed.
Auto-fill
SimpleSign auto-fills your proposals with Salesforce data, creating error-free standard contracts in minutes. Pull quote and line data from CPQ and insert them directly into your contracts. With a two-way sync, SimpleSign and Salesforce stay updated with the latest contract versions and data.
Set conditions
SimpleSign helps ensure your organisational standards are followed by setting conditions for contract creation across your pipeline. Contracts are automatically unlocked when the required conditions are met, reducing confusion and eliminating the need for manual intervention.
eSignatures and approvals
Request approvals and signatures directly from Salesforce without leaving the platform. While the review process is ongoing, SimpleSign keeps you updated on any changes or required actions. When it’s time to send for signing, just a few clicks in Salesforce will get it to the right signatories.
Centralise your deal data
SimpleSign acts as your single source of truth for all contracts, eliminating the need to search through multiple drives and folders. The SimpleSign widget provides visibility into all contracts across different stages in Salesforce, making it easy to access historical contracts and generate seamless reports.