Blogs & Insights

July 24, 2026

Adding recipients manually every time you send a document for signatures can take extra time and often leads to mistakes. When working with multiple records, finding and entering the right recipient details becomes a repetitive task. With Salesforce eSignature, you can simplify this process by pulling recipient information directly from Salesforce records. Using the Record […]

July 15, 2026

Every growing business reaches a point where managing documents starts taking more time than it should. One team is creating documents, another is waiting for approvals, and someone else is following up for signatures. It all gets managed somehow, but it also takes away time that could have been spent on more important work. That […]

July 10, 2026

When you’re sending documents for signatures, staying updated on every step of the process is just as important as sending the document itself. Knowing when a recipient opens, signs, reassigns, or cancels a document helps you take timely action and keep the signing process moving without unnecessary follow-ups. If you’re using Salesforce eSignature with Sign […]

June 22, 2026

Creating branded email templates in Salesforce is easy with Business Units. By customizing logos, messaging, and invitation emails, organizations can ensure every signing request reflects their brand identity and delivers a professional, consistent experience to recipients. This guide shows how to set up a Business Unit and customize email templates to improve email branding. You’ll […]

June 17, 2026

How many times has a deal been delayed because someone forgot to sign a document? Small businesses handle a surprising number of documents every day. From customer agreements and vendor contracts to onboarding paperwork and compliance forms, getting signatures is a critical part of keeping operations moving. Yet many businesses still rely on manual processes […]

June 8, 2026

When signers or organizations review signed documents, reviewing the audit trail is essential for verifying who signed, when they signed, and what actions were taken during the process. However, if the audit trail is available only in a language the user is not comfortable with, reviewing and validating the document can become difficult. To make […]