airSlate SignNow for Salesforce
Discover More airSlate SignNow Features and Integrations
Empower your Salesforce environment with airSlate SignNow eSignature capabilities
Enjoy eSignature workflows in Salesforce
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Automate business processes
Collect and store data, streamline communication, and legally sign deals - all in one place with airSlate SignNow’s eSignature solution.
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Save time with two tools in one
Increase your efficiency in Salesforce by adding document management and eSignature capabilities with the airSlate SignNow integration.
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Stay on track and in sync
Simplify document management and easily track paperwork status in real-time with instant notifications and a detailed Audit Trail.
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Boost team productivity
Make your team productive whether working in-person or remotely with airSlate SignNow’s eSignature workflows integrated right into your Salesforce.
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Improve team collaboration
Create legally-binding eSignatures, collaborate on templates, and manage documents across teams and departments at your organization.
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Increase rates of closing deals
Integrate airSlate SignNow with Salesforce to populate its data, send out proposals, request signatures from customers, and close deals faster than ever.
Your quick guide on how to integrate airSlate SignNow with Salesforce
Follow these steps to quickly generate electronic signature within Salesforce:
- Go to signnow.com and click Free Trial to sign up.
- Sign up for a free trial or check out our pricing plans to get started.
- Go to My Account > Integrations > Salesforce to connect your apps.
- Create teams for effective document collaboration in a single digital environment.
- Generate pre-built form templates for multiple usages.
- Choose quotes and contracts and open them with the Send with airSlate SignNow option.
- Fill out and eSign your paperwork, request signatures, and collect legally-binding contracts.
- Automatically populate Salesforce data in seconds.
Integrate airSlate SignNow into your Salesforce platform and use one solution instead of many to create documents, fill out and manage contracts, generate and collect electronic signatures faster than ever. Build powerful software integration without coding!
Questions & answers
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Do I need an account with airSlate SignNow to use its integrations?
Yes, you need to create an account with airSlate SignNow to use its capabilities within your Salesforce application. Sign up for a free trial or check the airSlate SignNow pricing plans to choose the right plan for you. To complete your registration process, simply provide your email address and set a secure password for your account.
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Do I need to leave Salesforce to eSign contracts in airSlate SignNow?
You don’t need to switch between your accounts once you integrate airSlate SignNow into your Salesforce environment. You only need to be logged into both accounts simultaneously to keep them in sync. Manage your agreements seamlessly and collect legally-binding eSignatures within a single business solution.
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Do I need any technical skills to set up airSlate SignNow integration for Salesforce?
No, the airSlate SignNow integration is easily configurable without coding. You can connect your airSlate SignNow and Salesforce accounts with a few simple steps:
- Go to Salesforce AppExchange, locate the airSlate SignNow app, and click Get It Now.
- Log in to airSlate SignNow, go to My Account → Integrations → Salesforce, and proceed with the installation process.
- Log into both solutions to keep them synced.
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Why should I integrate airSlate SignNow into Salesforce?
airSlate SignNow allows you to automate document management processes and eSignature workflows enabling your team to save time and money. Salesforce is a widely used and scalable CRM system that facilitates all customer-related processes and runs your marketing, sales, and customer service transactions. Bringing these tools together empowers your company to easily create, manage, send, eSign, and track forms. With airSlate SignNow for Salesforce, you can streamline sales paperwork within your CRM and close deals faster.
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How do I know my documents are signed?
Once your paperwork is signed, you’ll get an instant email notification. To ensure you’re receiving these automatic email updates, log into your airSlate SignNow account and check the Notification Settings within your profile. You may also track document status right from your Salesforce account.
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Do signers need to create an account with airSlate SignNow to sign my documents?
No, signers do not need an airSlate SignNow account to sign. When you send your documents for signing, your customer or partner will receive an email request from you. All the signer needs to do is open the form, confirm they agree to do business electronically, then easily fill out the required fields, and add their electronic signature to the form - all without account registration.
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Where are my signed documents and templates stored?
When you electronically sign your agreements and collect signatures online from other parties within Salesforce, airSlate SignNow automatically saves them in your airSlate SignNow Dashboard. You can also set up the auto-routing of the completed paperwork to your preferred cloud with one of airSlate SignNow’s cloud integrations (Google Drive, Box, and OneDrive). You may also find signed copies in your mailbox.
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Where do I learn more about how to configure Salesforce integration?
You can read more on our Integration pages or find the desired information in our Help Center. If you still have questions, please contact airSlate SignNow’s sales team.
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Is airSlate SignNow secure?
Yes, airSlate SignNow is a trustworthy eSign service that keeps your data security top of mind. Our tool complies with major security certifications such as SOC 2 Type II, as well as the U.S. and E.U. privacy standards and compliance, including GDPR, eIDAS, ESIGN and UETA, HIPAA, and 21 CFR Part 11. We provide our users with 256-bit data encryption, two-factor authentication, session inactivity, eSignature stamps, and document history retention. Feel confident your data is safe and secure with airSlate SignNow.
Contact us
Discover More airSlate SignNow Features and Integrations
Learn more about airSlate SignNow integrations and best partner solutions or request a demo by filling out this form. One of our specialists will contact you shortly.
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Improve your organization’s productivity
Sign and send documents for signing in a role-based order from your system of record.
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Get work done in one place
Pre-fill documents with CRM data and save executed contracts in your CRM.
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Ensure compliance and security
airSlate SignNow protects your data with industry-leading compliance and security standards.