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, allowing for automatic triggering of the signing process within a flow.
– The signing component should be embeddable within various Salesforce assets, such as record pages, list views, app pages, Experience Cloud, and the Salesforce mobile app.
2. Compatibility with dynamic templates and documents:
– The tool should allow for the pre-configuration of dynamic templates that can be generated in real-time using data from Salesforce.
– It should also provide the option to upload a document from the local device and start the signing process on that document.
– The ability to choose any file saved in Salesforce and initiate the signing process from there is crucial.
3. Handling a dynamic number of signers:
– The tool should be able to accommodate a variable number of signers per document.
– The example given is when sending a contract for an opportunity, where the number of signers may depend on the opportunity amount.
– The flexibility and robustness of the tool in handling various signer scenarios is important.
4. Workflow customization and automation:
– The chosen tool should allow for customization of the signing workflow to match specific business processes.
– Automation capabilities, such as conditional logic and rules, should be available to streamline the signing process.
– Integration with Salesforce automation tools, such as Process Builder or Workflow Rules, should be supported.
5. Compliance and security:
– The tool should meet industry standards and regulations for eSignatures, such as eIDAS in Europe or the ESIGN Act in the United States.
– It should provide strong security measures, such as encryption of data in transit and at rest, as well as user authentication and access controls.
– Compliance with privacy laws, such as GDPR, should also be ensured.
You can read it here: https://sfdc.blog/CWdbv
Source from salesforceben(dot)com