INTEGRATIONS
Close deals faster by creating proposals in Salesforce
Close deals twice as fast by creating and tracking proposals directly within Salesforce. With SimpleSign co-piloting your proposals, your Sales team can manage contracts effortlessly, speeding up the entire contracting process and enabling faster deal closures.
Use Salesforce data to speed up contract creation
Create and manage contracts within Salesforce using SimpleSign’s interface. Populate proposals with Salesforce data in just a few clicks, collaborate with approval routing, and keep track of all contracts with full version control and visibility.
Auto-fill
SimpleSign auto-fills your proposals with Salesforce data, creating error-free standard contracts in minutes. Pull quote and line data from CPQ and insert them directly into your contracts. With a two-way sync, SimpleSign and Salesforce stay updated with the latest contract versions and data.
Set conditions
SimpleSign helps ensure your organisational standards are followed by setting conditions for contract creation across your pipeline. Contracts are automatically unlocked when the required conditions are met, reducing confusion and eliminating the need for manual intervention.
Request eSignatures and approvals
Request approvals and signatures directly from Salesforce without leaving the platform. While the review process is ongoing, SimpleSign keeps you updated on any changes or required actions. When it’s time to send for signing, just a few clicks in Salesforce will get it to the right signatories.
Centralise all your deal data
SimpleSign acts as your single source of truth for all contracts, eliminating the need to search through multiple drives and folders. The SimpleSign widget provides visibility into all contracts across different stages in Salesforce, making it easy to access historical contracts and generate seamless reports.