Send contracts, NDAs, and proposals for e-signature directly from any Salesforce record. Auto-fill from CRM data, track in real-time, sync back automatically.
Send any document template for signature directly from an Opportunity, Contact, or Account record.
Map Salesforce fields to document variables. Name, company, deal value, address — prefilled automatically.
Signature status updates automatically in Salesforce. Completed docs attached to the record instantly.
Court-admissible audit log with IP, timestamp, and device info — stored directly in the Salesforce record.
Automatic reminders for pending signatures. Configure frequency and stop when signed.
Enterprise-grade security that meets Salesforce's partner requirements and your compliance needs.
Set up the integration yourself — no IT required. Use our Zapier integration or API to connect in minutes.
We support Salesforce via our REST API and Zapier integration. A native AppExchange app is on the roadmap. Most teams are fully set up and running via Zapier in under 15 minutes.
Yes. Using Zignature's Bulk Send feature via API, you can send a document to hundreds of contacts at once, each pre-populated with their individual Salesforce record data.
Salesforce Professional, Enterprise, Unlimited, and Developer editions. Any edition with API access works with Zignature's REST API and Zapier integration.