Integration · Salesforce + Zignature

Sign inside Salesforce.
Close opportunities faster.

Send proposals, SOWs, and contracts directly from Salesforce opportunities, accounts, and contacts. Opportunity stage updates automatically on signing. Works with Salesforce Flow, CPQ, and Experience Cloud.

Connect Salesforce Free → Book a Demo
Salesforce
+
Zignature
Native Lightning
Embedded in Salesforce UI
Opp stage sync
Auto-advances on signature
CPQ ready
Works with Salesforce CPQ
Flow actions
Trigger from any Salesforce Flow
Key Features

Everything You Need

Built-in features that save time and close deals faster.

Native Zignature Component Inside Salesforce Lightning

Zignature installs as a native Lightning component into your Salesforce Opportunity, Account, and Contact layouts. Reps send contracts without ever leaving Salesforce — and Salesforce field values pre-fill the document automatically.

  • Lightning component — Drag-and-drop Zignature onto any Salesforce page layout without code.
  • Field pre-fill from Salesforce — Opportunity name, close date, account name, and any custom field map to document fields.
  • All object types — Works on Opportunities, Accounts, Contacts, Leads, Cases, and custom objects.

Native Zignature Component Inside Salesforce Lightning

Zignature installs as a native Lightning component into your Salesforce Opportunity, Account, and Contact layouts. Reps send contr...

Included on all plans

Opportunity Stage Advances Automatically on Signing

Map Zignature signing events to Salesforce opportunity stage changes. When a contract is sent, Salesforce moves the opportunity to 'Proposal Sent'. When fully signed, it advances to 'Closed Won' — no manual update required.

  • Stage mapping — Configure which stage each signing event maps to — sent, viewed, signed, declined.
  • Auto Closed Won — Opportunity moves to Closed Won the instant the last signature lands.
  • Activity timeline — Signing events appear in the Salesforce activity timeline with full timestamps.

Opportunity Stage Advances Automatically on Signing

Map Zignature signing events to Salesforce opportunity stage changes. When a contract is sent, Salesforce moves the opportunity to...

Included on all plans

Salesforce Flow Actions, CPQ Integration, and Experience Cloud

Trigger Zignature document sends from any Salesforce Flow — record-triggered, scheduled, or screen flows. Works natively with Salesforce CPQ quote outputs. Embed signing in Experience Cloud portals for customer self-service.

  • Flow action — Add Zignature as a Salesforce Flow action — trigger from record updates, scheduled jobs, or user input.
  • CPQ integration — Attach CPQ quote PDFs to Zignature templates for automated quote-to-signature.
  • Experience Cloud — Embed a signing component in Experience Cloud portals for customer-facing signature collection.

Salesforce Flow Actions, CPQ Integration, and Experience Cloud

Trigger Zignature document sends from any Salesforce Flow — record-triggered, scheduled, or screen flows. Works natively with Sale...

Included on all plans
Use Cases

Works for Every Scenario

From simple agreements to complex multi-party workflows.

🤝

Enterprise Contracts

MSAs and SOWs sent from Opportunities and auto-filed on completion.

💼

CPQ Quote Signing

Salesforce CPQ quotes sent for e-signature the moment they're approved.

📋

Partner Agreements

Partner contracts managed in Salesforce, signed via Experience Cloud portal.

🔄

Renewal Management

Scheduled Flows trigger renewal contracts 90 days before contract end date.

🏢

Account NDAs

NDAs sent and tracked from Account records — signing status a field on the Account object.

📊

Forecast Integrity

Pipeline stage accuracy maintained by real signing status, not rep manual updates.

How It Works

Up and Running in Minutes

No training required. Send your first document today.

1

Install from AppExchange

Install the Zignature managed package from Salesforce AppExchange in minutes.

2

Add the Lightning component

Drag the Zignature component onto your Opportunity, Account, or Contact page layout.

3

Map Salesforce fields to templates

Configure field mapping so Salesforce data pre-fills document fields automatically.

4

Opportunity updates on signing

Signing events advance opportunity stages and log to the Salesforce activity timeline.

Connect Salesforce to Zignature Today

Free to start. No credit card. Works with your existing Salesforce account.

Get Started Free → Book a Demo
FAQ

Frequently Asked Questions

Everything you need to know about the Salesforce integration.

Is Zignature available on Salesforce AppExchange?
Yes. Zignature is available as a managed package on Salesforce AppExchange, installable in any Salesforce org in minutes without code.
Does it work with Salesforce Professional, Enterprise, and Unlimited editions?
Yes. Zignature works with all Salesforce editions that support AppExchange packages — Professional, Enterprise, Performance, Unlimited, and Developer editions.
Can Salesforce custom objects use the Zignature integration?
Yes. The Zignature Lightning component can be added to any standard or custom Salesforce object page layout, and custom field values can be mapped to document fields.
Does this work with Salesforce CPQ?
Yes. Zignature integrates with Salesforce CPQ — CPQ quote PDFs can be automatically sent for signature from the quote approval workflow.
How are signed documents stored?
Signed PDFs and audit trails are stored securely in Zignature's SOC 2-certified storage and are accessible from the Salesforce record they were sent from.

Related Resources

HubSpot Integration
In-CRM document sending for HubSpot deals and contacts.
Pipedrive Integration
Close deals faster with Pipedrive native document signing.
Enterprise E-Signatures
Salesforce-connected signing for enterprise sales teams.

Related Resources

E-Signatures for Sales Teams
Close deals faster with Salesforce-native signing.
HubSpot Integration
Related: HubSpot CRM e-signature integration.
Pipedrive Integration
Related: Pipedrive CRM e-signature integration.
E-Signatures for Enterprise Teams
Salesforce managed package for enterprise deployments.