PactSafe logo

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Replace your outdated esignature software and make your contracts a competitive advantage with PactSafe for Salesforce.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  • Faster Signing: Compared to outdated e-signature methods, PactSafe gets agreements signed 80% faster - no need to download PDF's or draw unnecessary squiggly lines (unless you like that sort of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

PactSafe gives you the flexibility to build the best contract experience you want for your signers.

Image 1 of 6

PactSafe gives you the flexibility to build the best contract experience you want for your signers.

Pricing

Paid, from $25 per user per month.

PactSafe plans
PlanPriceBilled
Default Plan$25 per userMonthly

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

More Productivity apps

The most reviewed Productivity apps on the AppExchange, to compare before you choose.

All app categories