Send the original
Out for signature
Pick the contract template, confirm the signer, and send. Contract number, term and start date merge in from the record.
Send documents for signature from Salesforce and get the signed PDF back on the record automatically
One button on the record, nothing else to think about. Your rep sends, your signer signs, and the sealed file arrives in Files on the same record with the status fields already updated.
From the Opportunity
Send documents for signature from Salesforce without leaving the record.
Your rep opens the deal they were already looking at, picks the template, and sends. Account name, contact, amount, close date and any custom field merge into the document on the way out, so nobody retypes a thing.
- Send for signature buttonA Lightning action on the Opportunity page layout, placed by your admin.
- Merge fields on sendRecord values drop into the document before the signer ever sees it.
- Track signature status on OpportunitySent, viewed and signed all show on the record and in reports.
- Filed against the dealThe signed PDF lands back on the record automatically, in Files.
To send an NDA for signature from a Salesforce opportunity, open the record, pick your NDA template, confirm the signer SignSecure has already pulled from the contact, and send. The whole thing takes about fifteen seconds.
Send a quote for signature from the Opportunity that produced it.
Your quote document is already generated and approved. Sending it for signature is the next click, and acceptance comes back as a signed PDF attached to the Quote record.
- The quote PDF you already produceSend the generated document as it stands, with line items intact.
- Acceptance in writingSignature, date and printed name captured in one pass on any device.
- Expiry that matches the quoteSet the request to expire on the same date the pricing does.
- Straight back to the QuoteThe signed copy files against the Quote and stays visible from the Opportunity.
Contracts that keep their paperwork together.
Originals, countersigned copies, amendments and renewals all file against the Contract record, so the history reads in order.
Add your side
Countersign in order
Your customer signs first, your signatory follows. Ordered routing keeps the sequence right without anyone coordinating it.
Keep the thread
Amendments and renewals
Every later document files against the same Contract, each with its own audit trail and its own signed date.
Your own objects, treated exactly the same.
If your team runs on a custom object, the button belongs there too. Point it at the object, map the fields, and the writeback follows the same path.
Any object your admins built
Onboarding, Claim, Enrolment, Property, Placement. Add the action to the page layout and it behaves like the standard objects.
Field mapping you control
Choose which fields merge out and which fields take the signed values back.
Choose the filing target
Attach the finished PDF to the record that sent it, or to a parent record you nominate.
Writeback
The signed PDF lands back on the record automatically.
Here is exactly where everything goes, with a name your team can search. When the last signer finishes, SignSecure will attach the signed PDF to the Salesforce record automatically, filed against the opportunity, account or custom object it came from, with the certificate of completion beside it.
- Which recordThe record the request was sent from, or a parent record your admin nominates.
- Where it landsSalesforce Files, linked to the record and visible in the Files related list.
- How it is namedA naming pattern you set, built from record fields and the signed date.
- What comes with itThe sealed PDF plus the certificate of completion and full audit trail.
Fields that update as the request moves
| Event | What updates on the record |
|---|---|
| Sent | Signature status set to Sent, sent date stamped, request ID stored on the record. |
| Viewed | Status moves to Viewed with the first-open timestamp, so you know it arrived. |
| Signed | Status set to Signed, signed date stamped, signer name captured, sealed PDF and certificate filed. |
| Declined | Status set to Declined with the timestamp and any note the signer left, ready for follow-up. |
| Expired | Status set to Expired on the date you chose, so the record shows it is ready to resend. |
Every one of these is a real Salesforce field your admin maps once, so reports and dashboards pick them up like any other data.
See where every agreement is without chasing anyone.
The status panel sits on the record. Reminders go out on the schedule you set, and your team gets on with the next deal.
Keep going
- Send an NDA from SalesforceMerge fields, mutual routing and where the executed copy lands.
- Contract renewal eSignatureSend the renewal before anyone has to remember it.
- How to create an electronic signatureThe three ways a signer can sign, and what each captures.
Send your first one from a real record this week.
Free to start, no card needed. The Salesforce app is included on every paid plan.