Digital signing from
Salesforce
Send contracts for signing directly from Salesforce opportunities. Auto-populate signer fields, track signing status in your CRM, and close deals faster without ever leaving Salesforce.
How it works
ValidSign connects natively with Salesforce so your sales team can manage the entire signing process without leaving the CRM.
Trigger from Opportunity
When a deal reaches the contract stage, launch a signing workflow directly from the Salesforce Opportunity record.
Auto-populate fields
Signer names, email addresses, and contract details are pulled automatically from Salesforce, no manual data entry.
Sign & track
Signers receive a notification and sign from any device. Real-time status updates appear directly in Salesforce.
Auto-archive
Signed documents are automatically linked back to the Opportunity record with a full audit trail.
Key features
Opportunity-triggered signing
Start signing workflows directly from Salesforce Opportunities. Contracts are automatically generated from deal data and sent for signature.
Template library
Maintain a centralized library of contract templates within Salesforce. Sales reps select the right template and ValidSign handles the rest.
Real-time status tracking
See exactly who has signed and who still needs to sign, right in the Salesforce Opportunity timeline. No tab switching required.
Auto-archiving in Salesforce
Completed documents are automatically attached to the correct Salesforce record, ensuring a complete audit trail inside your CRM.
Benefits
Close deals 60% faster
Eliminate delays between verbal agreement and signed contract. Deals close in hours, not days.
No context switching
Your sales team stays in Salesforce for the entire deal lifecycle, from quote to signed contract.
Full audit trail in CRM
Every signing event is logged in Salesforce. Compliance teams can verify the entire document history without leaving the CRM.
Zero data entry errors
Signer information is pulled directly from Salesforce records, eliminating typos and mismatched data.
Frequently asked questions
Yes - ValidSign integrates with Salesforce Professional, Enterprise, and Unlimited editions. The integration is available as a managed package on the Salesforce AppExchange.
Yes. You can configure workflow rules or Flow triggers so that signing requests are sent automatically when an Opportunity reaches a specific stage.
Absolutely. Signing status, timestamps, and completed documents are automatically synced back to the related Salesforce record in real time.
Most teams are live within 30 minutes. Install the package from AppExchange, authenticate with your ValidSign account, and configure your first template.