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The time is long gone when important documents are printed and mailed or signed in person by all the relevant parties sitting around the same table. Massive advances in technology and digital documentation management meant that digital and electronic signatures have cemented their legal acceptance in an increasingly online world.
The distinction between digital and electronic signatures largely lies in their technical implementation, security, and legal validation. Digital signatures use cryptographic technology to ensure a signer’s authenticity. E-signatures refer to a wide range of electronic methods that can be used to sign a digital document. These can include typing a name, clicking a checkbox, or using a symbol to indicate the signer’s agreement with the document contents.
Let’s explore e-sign in Salesforce further.
What is Salesforce Electronic Signature?
Did you know that you can use electronic signatures to sign documents within the Salesforce platform? With Salesforce e-signatures, users can send documents to be signed electronically, the status of the signature request can be tracked, and Salesforce records can be automatically updated when the document is signed. This can streamline your document signing process, reduce physical paperwork and manual follow-ups, and improve your overall document management processes.
The advantages of e-signatures include the following:
- Convenience is probably the biggest advantage. Your documents can be signed anywhere at any time, and it eliminates sending documents using snail mail or being signed in person.
- E-signatures are efficient. You can significantly reduce the time it takes to get documents signed.
- Getting your documents signed electronically is cost-effective. You save money on printing and mailing costs as well as the physical (and safe!) storage of documents.
- Going paperless is also environmentally friendly.
- E-signatures provide enhanced security. You can track documents with e-signatures and ensure the authenticity of the signed documents,
We also need to list some disadvantages:
- You may have to follow specific requirements or regulations to ensure that e-signatures are legally recognized, as legal requirements vary globally.
- While e-signatures can save costs in the long run, integrating a third-party e-signature provider with Salesforce may involve upfront costs.
- E-signatures rely on technology, which means that there is a risk that unreliable internet connections, electronic devices, or even technical outages can derail your signing process.
- Some users may have difficulty adopting e-signatures due to unfamiliarity or even concerns about security and privacy.
Overall, the advantages outweigh the disadvantages, and if you want to streamline your workflows and provide your customers with a more convenient signing experience, implementing electronic signatures will be worth the effort.
E-Sign Documents with Titan’s Electronic Signature Software
One of the best third-party e-signature app providers is Titan Sign. It integrates with Salesforce to provide electronic signature functionalities specifically designed for users working within the Salesforce platform. You don’t need any coding experience to use this highly regarded Salesforce signature solution.
Titan Sign’s core functionalities include the following:
- Users can use documents for signing from different sources, such as Microsoft Word and Adobe PDF.
- With the intuitive user interface, users can drag-and-drop interactive fields that seamlessly integrate with custom and standard objects in Salesforce.
- Users can populate dynamic fields with data from Salesforce records to create personalized documents.
- Automated signature workflows let users configure processes, enabling quick document editing, signing, sending, and tracking.
- Records in Salesforce can be updated automatically with signed or rejected documents. This eliminates the need for manual data entries and reduces the chances of human error.
- Titan Sign uses encryption and authentication methods to ensure the security and integrity of signed documents and complies with electronic signature regulations such as eIDAS and UETA/ESIGN.
- Signatories can sign documents wherever they are on any device, as Titan Sign is mobile-compatible.
- Titan Sign offers a detailed audit trail in Salesforce of all signature activities, providing a record of who signed the document and when.
In the following section, we will look at some features in more detail.
Bulk Sign Salesforce Documents
It is often necessary for someone to sign multiple documents. When new employees start, there are employment contracts, confidentiality agreements, direct deposit authorizations, tax forms, and emergency contact details, to name just a few. With Titan, you can send multiple documents to a new employee for their bulk signature.
You can configure a one-click signature with which a signer configures their signature once. When they click on any other signature fields assigned to them, that signature is added automatically.
Alternatively, you can create a multi-signature process where multiple signatories can sign a document, even on the same device, if necessary. Titan also supports linear and independent modes when people need to add multiple signatures, allowing you to control the order of signers or give all signers access to the document at the same time.
Salesforce Digital Signature for Any Business Agreement
If it can be signed – whether it is quotes, contracts, non-disclosure agreements, or intellectual property forms – it can be signed using Titan Sign, regardless of the industry you are in. Your team will be notified every time a person views, signs, or voids a document, as administrators can track the entire process in Salesforce.
HIPAA Compliant Document Signing
Rest assured that Titan is 100% secure and has implemented the necessary security measures to comply with the Health Insurance Portability and Accountability Act (HIPAA) regulations. This ensures the confidentiality, integrity, and security of protected health information (PHI) that may be transmitted and stored through its platform when a document is signed with an electronic signature.
Swift Digital Document Signing Processes
With Titan Sign, you can configure single or multiple dynamic signers. You can link interactive fields on the document to an object in Salesforce and to a specific signer and configure conditions to further save time and ensure consistency.
Power Up Documents and Workflows with the Best Document Signing Software
Harness the power of the best electronic document signing software that seamlessly integrates with Salesforce, ensures faster turnaround times, improves customer experience, and effortlessly streamlines your business processes with Titan Sign today!
Further Reading:
Unlocking Success: How to Become a Certified Salesforce Business Analyst
Check out this tutorial on how to create custom domain and url in Salesforce CRM.