Electronic signature solutions have been around since the ESIGN Act of 2000, yet they have been a part of Salesforce AppExchange for only a couple of years. Why did it take so long for electronic signatures to become an integral part of CRM applications? There is an easy answer – web-based tools and platforms. It has not been until the last couple of years that electronic signature solutions became available to the masses in a Software-as-a-Service (SaaS) model, with easy integration to CRM applications via web-services, XML, SOAP and the like.

AssureSign has the most sophisticated and thorough document creation and electronic signature process available today for Salesforce CRM users. AssureSign is the only application that can map Salesforce data fields into document templates, creating unique documents and then route them for signature. Taking the valuable CRM data that is relevant to the ‘account’, ‘opportunity’, ‘contract’ or any other Salesforce CRM tab and creating dynamically unique documents means minimal input from users. All activities are initialized within salesforce.com and there is no need for users to enter any other application.

No other AppExchange solution offers signature options as strong as AssureSign. There can be a single signatory or a virtually limitless number of signatories in a workflow, and documents can be signed in series or parallel. Oh, and the signature, well it can be a biometric mouse-based signature or a ‘certified’ typed signature; and they can be mixed within a document signing workflow. AssureSign is the only mouse-based signature solution on AppExchange – providing a wet-like signature and a sense of ‘really’ signing a document. AssureSign documents can also collect unique data from signatories during the signature process and insert them into the document.

Oh, and we’re not done yet… In-person or face-to-face sales, can be accomplished with AssureSign “Immediate Presentment”, which allows a Salesforce CRM user to have a document presented right to their PC, laptop or tablet PC, within Salesforce, so they can get the deal signed without the need to send an email. All the back-end workflow, including multiple signatories, is also supported.

Lastly, if you can’t report on the workflow or know where your documents are in the signature process it’s no better than fax or overnight, so AssureSign exposes all the document forensics to you within Salesforce CRM. You will know when each signatory has reviewed, signed and/or completed documents with time stamps and detailed signatory forensics such as email address, IP address and more.

AssureSign for Salesforce CRM is available for integration via the Salesforce AppExchange. Integrate AssureSign today with Salesforce CRM or any other legacy system for a shorter, more efficient signature cycle.