Multi-party routing
Add every signatory the agreement needs, on your side and theirs, each with their own role and their own fields. Counter-signature runs as the final step, so your authorised signer closes it out.
Salesforce CPQ eSignature that turns an approved quote into a signed contract the same day
Send the CPQ quote document for signature without leaving Salesforce, and the signed PDF lands back on the record automatically, ready for the contract and the billing handoff.
Quote to cash
Salesforce CPQ eSignature across six stages, one record trail, no gap.
Follow an approved quote all the way to the billing handoff. Every stage writes back to Salesforce, so RevOps can see where every agreement is without chasing anyone.
Once the customer signs, SignSecure will attach the signed quote back to the opportunity so quote, order form and executed PDF all live in one place at close.
Controls that hold up when the deal has five signatories.
Multi-party agreements, counter-signature, locked templates and a clean amendment history, all managed from the record.
Ordered signing
Set who goes first, second and last. Each person is invited the moment the one before them finishes.
Template locking
Legal approves the wording once and locks it. Field positions and clauses stay fixed on every send.
Amendments and renewals
Renewal and amendment documents file against the same Contract, each with its own signed date and audit trail, so the history reads in order.
A signature step in the approval workflow
Put signature straight after approval so the document goes out the moment the last approver says yes.
Built for the whole cycle
Quote, contract, renewal and amendment, all on the same trail.
RevOps
Signature progress reports like any other Salesforce data.
Because status, dates and signer details land in real fields on real records, your team builds reports and dashboards the way they always have. No separate console to log into.
- Report on signature stageGroup by Sent, Viewed, Signed, Declined or Expired across the whole pipeline.
- Time between stagesSent date and signed date are both stored, so cycle time is a formula away.
- Dashboards for the forecast callShow what is out for signature beside what is already closed.
- Alerts your wayReport subscriptions and Flow alerts fire on the same fields.
Keep going
- eSignature for SalesforceThe whole workflow, the supported objects and the trust picture in one place.
- Sending and writebackWhich record the signed PDF lands on, and which fields move when.
- Electronic signature softwareTemplates, signer experience, sealing and audit trails.
- PricingFree, Business at $12 per user per month billed annually, and Enterprise.
Keep going
- Contract renewal eSignatureDate-triggered renewals, reminders and reporting on the account.
- The signed PDF back on the recordFiling, naming and field write-back, explained end to end.
- Salesforce eSignature pricingThe seat price, with the Salesforce app included.
Close the gap between approved and signed.
Free to start, no card needed. The Salesforce app is included on every paid plan.