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eSignature Solution for Finance.
Built for Faster Approvals.

Sign Made Easy gives finance teams a secure way to manage invoices, expense approvals, vendor agreements, and other financial documents, with signing workflows connected directly to Salesforce.

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Trusted by customers globally

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70%
faster invoice and expense approvals
100%
real-time visibility into every signature
19
languages supported for global vendors

Salesforce eSignature for Finance, built for every approval chain

Between invoices, expense approvals and vendor agreements, finance teams manage more signature-dependent work than almost any other department — most still relying on a manual Salesforce eSigning for Finance process patched together with email and spreadsheets.

Close the books without leaving Salesforce

Every signed invoice, expense report or vendor agreement updates your Salesforce records automatically, so finance always has one accurate, connected source of truth instead of chasing status in email.

Automated write back to Salesforce screen

Route approvals through the right chain of command

Send invoices, expense reports and vendor agreements through sequential or parallel multi-signer workflows, so managers, controllers and the CFO can sign off in the right order, every time.

Multi-signer workflow screen

Show the right fields for every request

Show the right fields to requesters based on spend threshold, expense category or vendor type, so invoices and expense reports only ask for what's actually needed.

Conditional and smart fields screen

Protect high-value financial approvals

Add an extra layer of authentication before a payment, invoice or vendor agreement can be signed, helping verify identity and protect high-value financial transactions from fraud.

Multi-factor authentication screen

Review financial agreements faster

Use AI to summarize lengthy vendor agreements and contracts and surface key terms, so finance can review and approve without reading every page line by line.

AI document summary screen

Where finance loses time every week.

Between invoice approvals, expense reports and vendor agreements, finance teams juggle more signature-dependent paperwork than almost any other department — usually with the least amount of dedicated tooling, and without a real way to eSign for Finance built into the CRM.

Invoice & Expense Backlogs

Invoices, expense reports and reimbursement forms sit unsigned in inboxes, delaying month-end close.

Multi-Level Approval Chains

Purchase requests and vendor agreements need sign-off from managers, controllers and the CFO — and get stuck bouncing between inboxes.

Compliance & Audit Pressure

Every signed invoice, expense report and financial agreement needs a defensible audit trail finance can produce on demand.

Disconnected Financial Records

When signed documents live outside Salesforce, finance spends hours reconciling spend, approvals and close status.

Finance signatures need more than a signature box.

Finance teams need confidence that every signing transaction is securely handled, properly documented, and connected to the right financial records.

Explore Security & Compliance
SOC 2 compliance badge

Helps finance teams maintain secure signing workflows with controls designed around protecting sensitive financial and customer information.

Supports secure document signing when finance workflows involve healthcare organizations or documents containing protected health information.

Helps finance teams handle personal and signing data responsibly while supporting privacy and data-protection requirements for customers and employees.

See how teams are putting digital
signatures to work.

Explore customer stories showing how organizations use Sign Made Easy
to simplify signature-dependent workflows.

Choose an eSignature workflow that fits your Salesforce environment.

Finance teams shouldn't have to choose between a simple eSignature solution for Finance and full audit visibility. Compare Sign Made Easy with alternative approaches and see how the workflows differ.

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Finance invoice approval signing workflow mockup

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