Generate, track and sign more deals.

Create stunning proposals, analyse prospect behaviour, and sign securely - all within Salesforce.

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SALESSIGN

How it works

From blank page to signed deal — in three steps.

SalesSign turns the proposal-to-signature journey into one fluid workflow, all powered by your live Salesforce data. No tab-switching, no chasing, no guesswork.

1
Step 1 · Build

Generate

Build beautiful, on-brand proposals in minutes with our drag-and-drop editor — auto-populated with live Salesforce data so every quote is accurate, current, and personalised.

  • Document, deck or responsive layouts
  • Live merge fields from your CRM
  • Reusable templates and pricing tables
2
Step 2 · Engage

Track

Know the second your prospect opens, scrolls, or shares. Real-time engagement insights and session replay tell you exactly when to follow up — and what they actually cared about.

  • Open and time-on-page tracking
  • Session replay of every viewer
  • Instant alerts straight to your inbox
3
Step 3 · Close

Sign

Capture legally-binding e-signatures in a frictionless, branded experience. Signed PDFs and audit trails sync straight back to the Salesforce opportunity — deal closed, record updated.

  • Multi-recipient and sequential signing
  • Globally-compliant audit trails
  • Auto-attached to the right record

Build Beautiful Proposals Easily

Craft polished proposals in minutes with our intuitive visual editor. Add rich text, images, tables of contents and dynamic data tables that flow with your content.

No design skills needed—just drag, drop, and deliver.

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DRAG & DROP BUILDER

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Real Time Object Data

Pull any field from any object, including lookups and related lists, directly into your proposals. Data refreshes automatically, ensuring documents always reflect the latest figures.

Say goodbye to copy-paste errors and stale information.

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Live Salesforce Sync

Deep Behavioural Analytics

See exactly how prospects engage with every page. Track mouse movements, clicks, and scroll depth across each viewing session.

Understand which sections captivate attention and where interest trails off.

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Prospect Intelligence

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Behaviour Triggered Follow Ups

Send the right message at precisely the right moment. Trigger personalised emails based on how prospects interact with your proposals.

Re-engage when they revisit key sections or nudge them when momentum stalls.

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Automated Outreach

Ultra Secure eSignature

Close dealss confidently with legally binding electronic signature. Protected by bank-level encryption with comprehensive audit trails for full compliance.

Your documents and client data remain secure at every step.

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Enterprise SEcurity

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about us

How It Works

Create, Captivate, Close - The SalesSign Way

01

Close Deals Faster

Accelerate your sales cycle by allowing clients to securely sign proposals directly within Salesforce. No more juggling between platforms - seal the deal swiftly & efficiently.
02

Track & Analyze

Understand your prospects like never before. Monitor engagement, track interactions, & receive instant analytics to tailor your follow-ups & increase conversion rates.
03

Design with WYSIWYG

Craft stunning, professional proposals using our intuitive drag-&-drop HTML builder. No coding skills required. Create & customise directly within Salesforce.
04

Live Data Integration

Incorporate real-time data & dynamic tables from your Salesforce records into proposals. Ensure accuracy & accurate data that resonates with your clients.
05

Automate Marketing

Boost your efficiency by integrating with marketing tools like Sales Engagement or Marketing Cloud. Automate follow-ups & nurture leads based on prospect behavior & engagement.
06

Secure Client Access

Provide your clients with a secure portal to access their proposals. Enhance professionalism & trust by offering a personalised & safe experience.
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See it in Action Right Here, Right Now.

See a Demo

FAQs

Your Questions Answered

Is it difficult to set up?
Not at all! SalesSign integrates instantly & seamlessly with Salesforce. You can start creating proposals within minutes.
Does it Matter What Cloud I Have?

SalesSign integrates with the platform at every level and can even be used with Marketing Cloud to further bolster and enhance your sales process.

Do You Support Custom Branding?

Yes, you can customise the whole workflow to reflect your brand's look and feel, ensuring consistency and professionalism.

How Secure is My Data?

We prioritise security with encrypted data storage and compliance with industry standards at every point in the process to keep your information safe.

See all FAQ's

Our Customers

What They Have to Say About Us

Our customers love us, but don't take our word for it. With glowing reviews and countless users, you'll be in great company.

Emily Chadwick

Having been working on salesforce implementation projects for over 7 years I have come across a number of document generation tools. SalesSign has stood out from the rest. The builder lets me quickly generate documents to a super high standard with even the ability to change bits before I send. I’ve never seen such good merging so easily especially from right against the record in Salesforce. Brilliant!

about us

You're in Great Company

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Security at our Core

Global Compliance

Our electronic signatures are globally recognised and legally binding, in most countries offering the same legal standing as traditional ink
signatures on paper.

ESIGN Act

The Electronic Signatures in Global and National Commerce (ESIGN) Act, passed in 2000, legally recognizes electronic signatures and records in US commerce.

🇺🇸

UETA

The Uniform Electronic Transactions Act (UETA) aims to provide uniformity and consistency across states in the US by standardizing the legal treatment of electronic records and signatures.

🇺🇸

eIDAS

The Electronic Identification and Trust Services (eIDAS) Regulation, effective since 2016, standardizes and legally recognizes electronic signatures across the European Union. Our signatures are classified as eIDAS SES.

🇪🇺

International

Several international regulations recognize the legality of electronic signatures, ensuring their validity and enforceability in many jurisdictions around the globe.

🌍
Simple, envelope-based pricing

One platform. Every feature. Just pick your envelope volume.

Every plan includes the full SalesSign platform — proposal builder, e-signatures, analytics, Salesforce integration and security. The only thing that changes is how many signed envelopes you send each month.

Builder

For teams getting started — full platform access on a true pay-as-you-go basis.

£ 19

per user / per month

PAYG Pay-as-you-go envelopes Only pay for what you send
  • Full proposal builder
  • Unlimited templates
  • Analytics & tracking
  • Salesforce integration
  • Email support
See It In Action
Most Popular

Pro

For growing sales teams sending proposals every week — best value per envelope.

£ 29

per user / per month

20 envelopes included / month Plus PAYG for anything extra
  • Everything in Builder
  • 20 monthly envelopes included
  • Priority email support
  • Best per-envelope value
  • Ideal for active sales teams
Book Your Live Demo

Max

For high-volume teams closing at scale — more envelopes, lower cost per send.

£ 49

per user / per month

50 envelopes included / month Plus PAYG for anything extra
  • Everything in Pro
  • 50 monthly envelopes included
  • Priority email support
  • Lowest per-envelope cost
  • Built for power users
Book a Demo

No feature gates. No surprise add-ons. Every plan unlocks the entire SalesSign platform — choose the envelope volume that matches how you sell.

Your proposals deserve better

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