Document Generation and eSignature

Highlights

• ✔️Automated Document Generation in Salesforce Create documents in Salesforce like proposals, contracts & forms. Pull real-time Salesforce data into templates, eliminate manual processing errors & generate PDF or MS Word documents without switching tools.
• ✔️Sign and Track Salesforce Documents with eSignatures Generate, send, sign, track, and store documents in Salesforce with e-signatures directly under records. Support sequential signing, view status, and finalize agreements based on compliance needs.
• ✔️Manage Salesforce Document Storage and Permission Details   • No need to transfer data outside Salesforce   • Each document has tracking and audit-ready history   • All documents are stored with related records and controlled via permissions
• ✔️Merge or Split Documents in Salesforce Automate complex document handling tasks using our intelligent merge and split tools. You can merge or split multiple files at once, eliminating the need to download individual files and reducing manual labor.
• ✔️Legally Recognized Digital Certificates Every signed document is accompanied by a legally recognized digital certificate recording the signer's identity, timestamp, and location. Certificates are stored in Salesforce, supporting industry compliance.
• ✔️Track Salesforce Document Status and Signer Activity in Real-Time You can easily monitor signer activity, identify any approval delays, and improve accountability with complete visibility into your entire Salesforce document workflow.
• ✔️Make Salesforce Your Document Generation Hub Turn Salesforce into a document automation and management hub. Create, manage, sign and track your documents in one place. Reduce turnaround time and manage business-critical documents in efficient manner.
• ✔️Protect Enterprise Documents with Salesforce Security and Compliance   • One-time password and multi-factor authentication   • Signer IP tracking and activity logs   • Data masking and redactions   • Compliance ready storage for audits
• ✔️Store Legal Documents with eOriginal Integration Integrate with eOriginal to securely store legally binding documents in a tamper-sealed eVault. Leverage multi-factor authentication, IP tracking, digital signatures, and audit trails for compliance.