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Electronic Signature for Salesforce

Track, send, and close each Salesforce deal with a secure electronic signature!
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Creating Documents for eSigning

Electronic Signature Methods

Electronic Signature Legality

Install GetAccept for Salesforce

How to Create Documents for Electronic Signatures?

With the GetAccept integration for Salesforce, you can upload an unlimited amount of documents that require an electronic signature.

GetAccept supports multiple document types so you can be creative around the eSigning process. Upload PDFs, PowerPoints, Google Docs, and Word documents in order to support all parties involved. Manage and reorder any document as needed. 

Utilize your entire Salesforce contact database to create, develop, and send new documents. You can customize the signing order if you have multiple recipients attached to one document. During the uploading and eSigning process, know exactly when and how each recipient engages with your document.

Finally, close each Salesforce deal with a secure one-click electronic (digital) signature.

 

How to Digitally (Electronically) Sign a PDF?

GetAccept supports multiple digital signature methods. Depending on your client's needs, the Salesforce integration gives you access to hand signatures, type-to-sign, and click-to-sign electronic signatures. Read more about Digital Signatures here.

Send electronic signature via SMS and email for more efficient results. Know exactly when your recipient has accessed, forwarded, and eSigned the document.

Finalize any deal with our secure and simple one-click solution to digitally sign any document.

 

How Secure is a Digital Signature?

 

The secure eSignature is GDPR (General Data Protection Agency) compliant ensuring consent is specified and documented for each party involved. With GetAccept, you can improve the signing process by giving you organized data and control permissions around the digital signature process. GetAccept's electronic signing enables companies to show consent in a court of law and empowers them to handle data legally.

GDPR mandates special requirements for agreements between the Data Controller and the Data Processors. These agreements are called Assistance Agreements or DPAs (Data Processing Agreement). GetAccept simplifies the process of maintaining and updating contracts in order to conform to these GDPR requirements. With eSigning, you can streamline all document workflows in a secure, simple, and legal way!

How to Install GetAccept for Salesforce?

  1. You must already have a GetAccept account registered. Don't have an account? Sign up for a free trial today!
  2. Visit our secure login URL to install the package.
  3. Login to your Salesforce account.
  4. Choose your installation settings and click install button.
    Salesforce installation GetAccept
  5. You will be prompted to allow callouts to the GetAccept API. Check the box to allow "third party access"
  6. Installation complete.
  7. Please visit our Salesforce integration tutorial page for more information and on how to set up callbacks.

Important features and benefits

Close Deals Faster

Make it easy for both you and the customer to sign the deal quickly, wherever you are

Manage Everything in One Place

Control your pipeline activity, customer dialogue, related documents and relevant insights all within Hubspot CRM

Modern Communication

Answer customer questions via Live Chat. Explain your message in a video. Reach out proactively when prospects are active via the GetAccept mobile app

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