September 4, 2026

A professional signing experience is not only about getting documents signed. Your emails also represent your brand and help recipients understand what they need to do. With Salesforce eSignature, you can create a more consistent signing experience directly within Salesforce. In this guide, we will walk through how to create a Business Unit, customize your […]

August 27, 2026

Signing documents used to be one of those things businesses just accepted. Send the file, wait, send a reminder, wait again, and then somewhere in the middle someone asks, “Did they sign it yet?” Not anymore. Businesses now expect signing to be quick, easy, secure, and connected with the systems they already use. That is […]

August 18, 2026

When multiple people are involved in an e-signature process, keeping everyone updated can quickly become difficult. Instead of relying only on the person who sends the document, you can set up notifications for another user to stay informed about important recipient actions. In this guide, we’ll walk you through how to set up Salesforce eSignature […]

August 12, 2026

Signing a document sounds simple. Send it, someone signs it, done. But when that same thing happens hundreds of times, across sales, operations, service, and approvals, suddenly it is not that simple anymore. Aqualife USA was dealing with this exact problem. The company had been using DocuSign for its signing needs while Salesforce was already […]

August 6, 2026

Are you also tired of seeing your eSignature costs increase every time you check your plan? Many businesses start with Conga Sign because it connects well with Salesforce. But later, as workflows become bigger and requirements change, teams start searching for a Conga Sign alternative that gives more flexibility without making things complicated. The thing […]

August 4, 2026

For many businesses, digital signing has slowly become part of everyday work. Documents that earlier needed printing, physical signatures, scanning, and endless follow-ups are now completed online in just a few steps. DocuSign has been a familiar name in this space for years, and many organizations started their digital signing journey with it. But as […]

July 30, 2026

Healthcare is probably one of those industries where “almost secure” just isn’t enough. Patients trust hospitals, clinics, and healthcare providers with some of the most personal information they’ll ever share. Therefore, every document they sign deserves the same level of protection. The thing is, many organizations move to digital signing because it saves time. Which […]

July 28, 2026

Once recipients complete the signing process, organizations may want to guide them to a specific webpage, such as a confirmation page, company website, or next-step resource. Sign Made Easy, a Salesforce native eSignature for Salesforce solution, allows you to configure a redirect URL so recipients are automatically moved to the desired location after signing. Here […]

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 […]