Share this article…It’s fair to say that eSignatures are at the heart of digital documents and services. Without the ability to sign and process a document electronically, remotely, and – above all – securely, organizations would be unable to succeed in today’s hybrid work environment.… Read More …
Here are highlights from article Choosing the Right Salesforce eSignature Tool | Salesforce Ben
1. Initiating the signing process
– The chosen tool should be able to be triggered from any custom or standard object.
– It should seamlessly integrate with Salesforce Flow to automate the signing process.
– The signing component should be embeddable within various Salesforce assets like record pages, list views, app pages, Experience Cloud, and Salesforce mobile app.
2. Working with different templates and documents
– The tool should allow the user to pre-configure dynamic templates that can be generated in real time using data from Salesforce.
– It should also enable document uploading from the user’s local device and starting the signing process on that document.
– The ability to choose and start the signing process on any file saved in Salesforce should be available.
3. Ability to handle a dynamic number of signers
– The tool should be flexible enough to accommodate a variable number of signers per document.
– For example, the number of signers can be determined based on factors like the opportunity amount in a contract.
4. Seamless integration with Salesforce
– The chosen eSignature tool should integrate smoothly with Salesforce without the need for custom development.
– It should leverage Salesforce as a single source of truth for all business knowledge and data.
5. Security and compliance
– The tool should provide robust security measures to ensure the confidentiality and integrity of the signed documents.
– It should comply with relevant data protection and privacy regulations, such as GDPR and CCPA.
You can read it here: https://sfdc.blog/CWdbv
Source from salesforceben(dot)com