E-Signature¶
WARNING: Self-made e-signature solutions aren't legitimate!
DocuSign¶
DocuSign is a market leader in the e-signature domain, offering reliable e-signature services.
Key Features¶
- E-Signature facilitation via email
- Slack integration
- Direct availability of documents in Salesforce with tracking capabilities (records)
- Apex toolkit for DocuSign customization:
- Sending envelopes via Flow, Trigger, or Apex
- Signature capture via code or iframe (for mobile app integration)
Integration¶
- DocuSign Connect updates the "Status Object" from DocuSign to Salesforce.
- Documents are signed in the DocuSign Server:
- Using Rest API
- Through an iframe or DocuSign site
- Custom Objects used in the solution include:
- DocuSign Status object
- DocuSign Recipient Status object
Similar Tools¶
- Adobe Acrobat Sign (Easily integrates with Adobe pdf)
- Conga Sign (Works well with Conga Composer)