``In today’s fast-paced sales environment, the ability to close deals quickly is critical. Traditional paper-based signing processes slow down deal closures and can impact your sales goals. Sign Made Easy, a cost-effective and secure eSignature for Salesforce , helps streamline the entire signing process, enabling your sales team to work more efficiently and close deals faster.
Why Choose Sign Made Easy for eSignature for Salesforce?
Sign Made Easy simplifies document signing within Salesforce, saving time and reducing costs. It offers secure, fast, and paperless signing, allowing sales teams to close deals quickly and efficiently from any device.
Streamlined Deal Closures
Sign documents in minutes, eliminating the need for printing, mailing, and waiting. This solution reduces signing time by up to 83%, helping teams close deals faster and maintain a steady pipeline flow.
Cost Savings & Resource Efficiency
Save up to 86% on document handling costs by eliminating paper-based processes. Reduced storage and administrative costs free up your team's time, allowing them to focus on more strategic tasks.
Accuracy & Error Reduction
Automated checks ensure every document is signed accurately the first time, minimizing mistakes and maintaining a professional standard in all interactions.
Eco-Friendly & Sustainable
Going paperless supports sustainability initiatives and resonates with environmentally conscious customers and stakeholders.
Ultimate Convenience
Whether remote or on the go, Sign Made Easy allows users to sign securely from any device with an internet connection, enhancing customer satisfaction with a convenient signing process.
How to Set Up Sign Made Easy in Salesforce
Prerequisites:
- Supported in Professional and Group Edition orgs
- Permission sets (Sign Made Easy Business User/Sign Made Easy Admin User) need to be assigned
Setup Process:
Install the App Now
After installing Sign Made Easy, navigate to the app’s homepage and click on "Org Configuration.
Configure SME
Choose "Configure SME" to connect the app. Then, create a custom button in Salesforce by selecting an SObject, entering a label, and adding it to the page layout.
Add the Custom Button to the Page Layout
Go to "Account Object" in Salesforce Setup. Access "Page Layouts" and drag the custom button to the Salesforce Mobile and Lightning Experience Action section. Save the changes.
Configure Business Units
Set up your business unit by naming it, uploading your company logo, and adding contact information such as company address and phone number.
Create and Assign Signature Tags
In the "Sign Transaction" object, create tags and assign them to required or optional fields.
Add Documents for eSigning
Upload documents (PDFs, DOCs, DOCXs) to Salesforce and select multiple documents for signing. Ensure the total size does not exceed 15 MB.
Add Recipients
Add signers by selecting contacts from Salesforce. If the recipient is not a Salesforce user, create a new recipient manually.
Assign Roles
Choose the appropriate role for each recipient: Signer, In-Person, or CC. For signers, preview and add signature tags to the document.
Send Document for Signing
Click "Send" to email the document to the recipients. If using In-Person signing, select the recipient and complete the signing process directly on the page.
Complete the Signing Process
Recipients will receive an email with a link to the document. They can sign electronically, and once completed, the signed document will be sent back to the user. For more detailed instructions, visit our User Manual.
Ready to Close Deals Faster?
Sign Made Easy offers a secure, fast, and cost-effective solution to streamline the signing process in Salesforce. Download Sign Made Easy today and accelerate your sales cycle with the power of eSignatures!
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