Beyond signatures - discover a Salesforce eSignature solution built for teams seeking a simpler Adobe Sign alternative with smoother workflows, better flexibility, and CRM-connected signing.
Built directly inside Salesforce. Your data never leaves your CRM environment, ensuring maximum security and zero third-party middleware risks.
Say goodbye to strict document quotas and surprise overage fees. Send as many signature requests as your business requires.
Automatically write back captured form data into standard and custom Salesforce fields instantly upon signature completion.
Fully compliant with SOC 2 Type II, GDPR, HIPAA, and the ESIGN Act with detailed, real-time audit trails included out of the box.
A feature-focused look at how both platforms support Salesforce teams with document signing, automation, and agreement management.
| Feature / Capability |
|
|
|---|---|---|
| Salesforce Integration | ✓ | ✓ |
| Customizable Templates | ✓ | ✓ |
| Real-Time Audit Trail | ✓ | ✓ |
| Multilingual Signing | ✓ | ✓ |
| Conditional Fields | ✓ | ✓ |
| In-Person Signatures | ✓ | ✓ |
| Built-In App Support | ✓ | ✗ |
| Interactive UI | ✓ | ✗ |
| 24/7 Live Support | ✓ | ✗ |
| Salesforce Native | ✓ | ✗ |
| Flexible Workflow Customization | ✓ | ✗ |
| Cost-Efficient | ✓ | ✗ |
Transitioning your templates, automated flows, and users takes just 5 clear steps with zero operational downtime.
Inventory your existing Adobe Sign templates, dynamic field merge tags, user licenses, and active automated triggers in Salesforce. Ensure all signed historical PDFs are attached to target records.
Download the app from the Salesforce AppExchange. Assign native Permission Sets (Sign Made Easy Admin/User) and add document buttons to your Opportunity, Account, or Contract layouts.
Upload document templates and map Salesforce fields using our drag-and-drop editor. Define dynamic conditional logic, recipient signing order, and automatic CRM field updates.
Replace external API triggers with standard **Salesforce Declarative Flows**. Automatically dispatch agreement envelopes when Opportunity stages change or records update.
Execute User Acceptance Testing (UAT), train team members on the native Salesforce interface, and deactivate legacy Adobe Sign subscriptions to cut redundant costs.
Request a demo or learn how Sign Made Easy can transform your document signing process.
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