OUR STORY
We've Lived Your Salesforce Journey
With over 40 years of combined Salesforce experience, we've been exactly where you are.
We've implemented Sales Cloud for startups and configured CPQ for global enterprises. We've migrated legacy systems to Service Cloud and built custom solutions on Platform. We've worked across Manufacturing, Financial Services, Healthcare, Retail, Technology, and Non-Profit; seeing firsthand how every industry has unique challenges, but one universal truth persists:
"Generating proposals in the CRM shouldn't be this hard."
We watched sales teams wrestle with disconnected tools. Proposals created in one system. Signatures collected in another. Analytics scattered across spreadsheets. CRM updates done manually, or not at all. Each tool costing more and more. Each integration fragile. Each handoff was a chance for deals to stall.
That's why we built SalesSign.
THE PROBLEM
We Saw the Same Pain. Everywhere.
Every CRM implementation we touched had the same document problem.
The Frankenstein Stack
MS Office to build the proposals. Conga for document generation. DocuSign for signatures. Each with its own subscription, its own learning curve, its own half-baked Salesforce integration. Sales reps switching between four tabs to close a single deal.
The Integration Nightmare
We've debugged countless broken connections. Watched signed documents disappear into the void. Spent hours troubleshooting why opportunity stages weren't updating. The "integrations" promised seamless workflows but delivered fragile workarounds.
The Budget Drain
We've sat in budget meetings where document tools across teams have scaled and started to consume more spend than CRM licenses. Watched teams downgrade features to save costs. Seen companies stuck with enterprise contracts for tools they barely used.
THE SOLUTION
One Platform. Everything You Need.
SalesSign combines four capabilities that used to require four subscriptions into one
easy-to-use platform.
Visual Proposal Builder
Drag-and-drop creation with Document, Pitch Deck, and Responsive layouts. Upload existing PDFs and overlay signature fields. Build once, template forever.
Legally-Binding E-Signatures
Multi-recipient workflows with parallel and sequential signing. Embedded experience that keeps buyers focused. Complete audit trails for compliance.
Buyer Engagement Analytics
Real-time tracking of opens, views, and time-on-page. Session replay to see exactly how prospects engage. Know who's interested before you follow up.
Native Salesforce Integration
Not a bolt-on. Not an afterthought. Bidirectional sync that actually works. Proposals linked to opportunities. Signed documents attached automatically.
OUR EXPERTISE
40+ Years Across the Salesforce Ecosystem
Clouds We've Mastered
- Sales Cloud
- Service Cloud
- Marketing Cloud
- Commerce Cloud
- Experience Cloud
- Revenue Cloud (CPQ & Billing)
- Platform & App Cloud
- Tableau & Analytics
- MuleSoft Integration
- Slack
Industries We've Served
- Technology & SaaS
- Financial Services
- Healthcare & Life Sciences
- Manufacturing
- Retail & Consumer Goods
- Media & Communications
- Non-Profit & Education
- Professional Services
- Energy & Utilities
- Public Sector
Solutions We've Replaced
- DocuSign
- Adobe Sign
- PandaDoc
- Proposify
- Conga Composer
- Conga Sign
- Drawloop
- Nintex DocGen
- FormStack
- WebMerge
OUR PHILOSOPHY
What We Believe
Native Beats Bolted
True Salesforce integration isn't connecting two separate systems—it's building one unified experience. SalesSign was architected from day one for Salesforce, not
retrofitted later.
Simple Wins
Every feature we add must pass one test: does it make selling easier? If it adds complexity without clear value, it doesn't ship. Beautiful proposals shouldn't require training courses.
Fair Pricing
We've seen what enterprise document tools cost. We believe powerful software shouldn't require a CFO's approval. Transparent pricing. No hidden fees. No predatory lock-ins.
WHY WE'RE DIFFERENT
Not Just Another Document Tool
We didn't build SalesSign to compete with DocuSign or PandaDoc. We built it because those tools were never designed for Salesforce teams.
They started as standalone products and added Salesforce connectors later. We started with Salesforce and built outward. That's why our integration isn't a feature—it's our foundation.
When you use SalesSign, you're using a tool built by people who've spent years:
- Configuring validation rules and workflow automations
- Building Lightning components and Visualforce pages
- Debugging Apex triggers and integration errors
- Sitting beside sales reps watching them work
- Understanding what actually helps close deals
We didn't learn Salesforce to build this product. We built this product because we know Salesforce.
OUR PROMISE
What You Can Expect From Us
🚀 Continuous Improvement
We ship updates regularly based on real user feedback. Your input shapes our roadmap.
🎯 Responsive Support
When you have questions, you'll reach people who understand Salesforce—not script-readers. Real expertise. Real answers.
🤝 Honest Partnership
No bait-and-switch pricing. No surprise feature removals. No dark patterns. Just straightforward software that helps you sell.
Ready to Simplify Your Sales Documents?
Join sales teams who've replaced their fragmented document stack with one powerful, native Salesforce solution.