Frequently Asked Questions

Sign Made Easy is a Salesforce-native eSignature app on AppExchange. It lets you create, send, and manage legally binding digital signatures entirely within Salesforce — no third-party tools, no copy-pasting. Close deals up to 3× faster with automated signing workflows.

No. Sign Made Easy is built for Salesforce admins and business users. You can configure sign templates, set up recipient workflows, and automate sending without writing a single line of code.

Install Sign Made Easy directly from Salesforce AppExchange. Search for "Sign Made Easy," click Install, select your org (sandbox or production), and follow the guided setup. Most orgs are up and running in under 10 minutes.

Yes. Sign Made Easy offers a free edition with core eSignature capabilities. Upgrade to Sign Made Easy Pro for advanced features like bulk sending, in-person signing, Salesforce Flow automation, and priority support.

Sign Made Easy works with Professional, Enterprise, Unlimited, and Developer editions of Salesforce, including sandbox environments for safe testing before deploying to production.

Yes. Signatures collected through Sign Made Easy are legally binding and compliant with major eSignature laws including the US ESIGN Act, UETA, and EU eIDAS regulation. Every signature is backed by a tamper-proof audit trail.

You can send PDF documents for signature directly from Salesforce. You can also use Salesforce-generated documents (e.g. from Docs Made Easy) or uploaded files. Signed documents are returned as PDFs with embedded signature certificates.

Absolutely. The signing experience is fully mobile-responsive. Signers receive an email with a secure link and can sign on any device — phone, tablet, or desktop — without needing a Salesforce account or app installation.

In-person signing lets you collect signatures face-to-face during meetings or on-site visits. A Salesforce user opens the signing session on their device and hands it to the signer — no email required. Perfect for closing deals on the spot.

Yes. Sign Made Easy provides real-time visibility into every document — you can see when a document was viewed, signed, declined, or is still pending, all directly inside Salesforce. Automated reminders are also sent to signers who haven't acted.

Any standard or custom Salesforce object is supported — Opportunities, Contracts, Accounts, Contacts, Cases, Quotes, Orders, and all your custom objects. Simply add the Sign Made Easy component to the relevant record page.

Yes. Sign Made Easy exposes an Invocable Action you can call from any Salesforce Flow — Screen Flows, Auto-launched Flows, or Scheduled Flows. This enables fully automated, zero-click document sending based on Salesforce triggers and field values.

Signed documents are automatically saved to Salesforce Files (ContentDocument) and attached to the originating record. Salesforce record fields can also be auto-updated upon signing completion — for example, setting an Opportunity stage to "Closed Won."

Yes. Sign Made Easy includes a built-in migration tool to export your sign templates and settings from sandbox and import them into any production org — no manual recreation required.

Upload your PDF to Sign Made Easy and use the drag-and-drop field builder to place signature, initials, date, and text fields anywhere on the document. Map fields to Salesforce data, assign recipients, and save the template for reuse.

Yes. Sign template fields can be mapped directly to Salesforce fields — so when you send a document, it is automatically pre-filled with data from the record (e.g. contact name, company, deal value). Signers only need to add their signature.

Absolutely. Templates are created once and reused across any number of Salesforce records of the same object type. A sales contract template, for example, can be used across all your Opportunities with the data auto-populated each time.

Yes. Sign Made Easy supports multilingual email notifications and signing experiences. You can configure signing invitation emails in your recipients' preferred language, making it ideal for global teams and international customers.

Yes. You can add multiple recipients to a single document — each with their own assigned signature fields. Set signing order so recipients sign sequentially, or allow everyone to sign simultaneously in parallel.

Yes. Sign Made Easy lets you configure "All Related Recipients" — dynamically pulling in all related contacts or users from a Salesforce record as recipients, saving you from manually adding each one every time you send a document.

No. Signers receive a secure email link and can sign through their browser — on any device — without needing a Salesforce account, app download, or registration. The experience is simple and frictionless for external parties.

Yes. Sign Made Easy sends automated reminder emails to recipients who haven't signed within a configured time window. This reduces follow-up effort and keeps deals moving without manual chasing.

The free plan includes core eSignature functionality — send documents for signature, basic sign templates, email notifications, and document tracking inside Salesforce. Upgrade to Pro for bulk sending, in-person signing, Flow automation, and advanced routing.

Sign Made Easy Pro is billed annually per Salesforce org with no per-user fees — your entire org is covered under a single subscription. Visit the pricing page for current plans and details.

Upgrades take effect immediately. Cancellations can be requested before your annual renewal date. Contact our team at support@signmadeasy.com or via the Support Portal to manage your subscription.

Sign Made Easy is built with enterprise-grade security. As a native Salesforce app, it operates within Salesforce's security infrastructure. All data is encrypted in transit and at rest, and the app maintains 99.9% uptime for mission-critical signing workflows.

Yes. Every signing event — document sent, viewed, signed, declined — is recorded in a tamper-proof audit trail with timestamps and IP addresses. This provides complete legal proof of the signing process and signer identity for every document.

Yes. Sign Made Easy is listed on the Adobe Approved Trust List (AATL), which means digital signatures produced are recognized as trustworthy by Adobe Acrobat and Reader globally — a key requirement for legal and enterprise document workflows.

As a native Salesforce application, Sign Made Easy inherits Salesforce's compliance certifications, including HIPAA-eligible configurations and GDPR data residency controls — making it suitable for healthcare, legal, and financial services customers.

First ask the signer to check their spam or junk folder. Then verify the recipient email address is correct on the Salesforce record. You can also resend the signing invitation directly from the document record in Salesforce. Ensure your org's email deliverability settings allow sending to external addresses.

The Sign Made Easy component must be added to your Lightning Record Page via Lightning App Builder. If it's already placed but not visible, check the user has the "Sign Made Easy User" permission set assigned and that the sign template is published for that object.

Visit the Sign Made Easy Support Portal to submit a ticket, browse help articles, or start a live chat. For dedicated onboarding and faster SLAs, consider the Premium Support Package.