PactSafe
Dynamically generate contracts & orders with one-click
By PactSafeProductivity
- Rating
- 5.0
- Reviews
- 1
- Pricing
- Paid
- From $25 per user per month
- Listed since
- 2017
About PactSafe
Fast, Frictionless Acceptance - One-Click Sending & Signing
Replace your outdated esignature software and make your contracts a competitive advantage with PactSafe for Salesforce. Within our Salesforce AppExchange integration, users can now send contracts without ever leaving salesforce. Connect all of your PactSafe contract templates to Salesforce and quickly send them for one-click acceptance.
With PactSafe for Salesforce, you’ll enjoy these great features:
✔ Dynamically populate templates with Salesforce data in a single click ✔ Modern e-signing methods (email, text & chat to sign) ✔ Quick and easy integration ✔ Instant legally enforceable records - guaranteed ✔ Easy template and permission management ✔ Mobile optimized UI designed for signing on the go ✔ Unlimited esignature events ✔ All activity, contracts, and signatures are tracked & synced in real-time
★ “Pactsafe is what signing documents should be; fast, flexible, modern, and intuitive.” ★ George Waked, Sales Operations Manager - Chowly
PactSafe's Salesforce integration is included on all enterprise plans and available as an add-on to all esignature plans.
Highlights
- Faster Sending: Auto populate orders, quotes & contracts with your Salesforce data in one-click from Accounts, Opportunities, Products, custom objects & more.
- Faster Signing: Compared to outdated e-signature methods, PactSafe gets agreements signed 80% faster - no need to download PDF's or draw unnecessary squiggly lines (unless you like that sort of thing). eSign with one-click from email, text or even Slack.
- Better Data: Contracts contain valuable data that you should take advantage of and clickwrap makes that easier. Create reports and dashboards to track contracts and orders in Salesforce allowing for better forecasting.
Screenshots and videos
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Pricing
Paid, from $25 per user per month.
| Plan | Price | Billed |
|---|---|---|
| Default Plan | $25 per user | Monthly |
We offer packages that run the full spectrum of how you execute contracts now and how you will in the future. We price based on execution channels, number of users accessing PactSafe (through the integration), and the number of signed contracts stored.
The publisher offers discounts.
Compatibility
- Salesforce editions
- Professional
- Enterprise
- Unlimited
- Performance
- Developer
- Salesforce Platform
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on October 16, 2017
- Languages
- English
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