CUSTOMISE CRM TABLES
Transform raw Salesforce data into polished, professional tables. Add totals in seconds, rename headers, reorder columns, and apply custom colours and sizing to match your brand. Format currencies and dates to suit any region or preference. Every change updates instantly on the page, so what you build is exactly what your prospect receives.
SORT & FILTER DATA
Present the same data in completely different ways throughout your proposal. Your CRM holds the data. You decide how it appears. Add multiple versions of any table across your proposal, each sorted and filtered to serve a different purpose. Group your data in whatever way tells the clearest story, all adjusted in real time without ever leaving the builder.
EVERY RELATED LIST
If it’s related, it’s available. Access every related list connected to your launching record, from standard Salesforce objects to the most bespoke custom builds. Mix and match across your entire data model to create proposals that reflect the true depth of each customer relationship. No limitations, no workarounds, just your data presented the way your business actually works.
Doc Gen Made Easy
Professional documents without the learning curve. Pull your CRM data straight into stunning proposals and let the builder do the heavy lifting.
MERGE FIELDS GALORE
One record opens the door to your entire org. Merge fields from the launching record itself, then traverse lookups to pull data from any connected object, drilling through up to five layers of relationships. Reach the parent account’s billing address, the opportunity owner’s manager, or any field your data model connects. Apply formatting to dates, times, numbers, and currencies as you build, seeing exactly how each value will appear.
LINK TO ANY RECORD
Why limit proposals to opportunities? Link your documents to any object and any record across your entire Salesforce org. Whether you are working from a quote, an account, a service contract, or a custom object built for your business, you can generate and track proposals from right where you are. Your workflow dictates the starting point, not ours.
STRAIGHT TO CRM
No exports, no imports, no manual updates. Our sync technology pushes everything to Salesforce as it happens. Proposals, tracking sessions, signature requests, and the final PDF all arrive in your org automatically, creating a fully reportable picture of every deal. Your data lives where it belongs, ready for dashboards and reports the moment you need them.
Filled with Data at Every Step
No copy and paste, no stale figures. Just live CRM data populating your proposals from first draft to final signature.
WORD PROCESSOR
Proposals are visual. Contracts are verbal. We handle both. Step into word processor mode to write extended passages with proper page breaks and sections that flow naturally from one page to the next. Craft contracts, terms of service, or detailed narratives that read as polished prose rather than pieced together panels. When your content needs to run long, the builder runs with it.
HEADERS & FOOTERS
The details at the edges matter. Design headers and footers that sit exactly where you want them, with full control over padding, margins, and sizing on every page. Add borders, choose colours, and adjust styles to frame your content professionally. Edit from anywhere in the builder and watch your changes apply instantly across the entire document.
TABLE FLOW ZONES
One template, infinite outcomes. Table flow zones automatically adjust your document as data flows in from Salesforce. More records mean more pages. Fewer records mean a tighter document. No records at all and the table simply hides. Your proposals always feel crafted for the moment, even when they are generated in an instant.
All the Tools, One Platform
Create, track, sign, and report. Everything works together because everything was built together.
TABLE OF CONTENTS
Let prospects find what matters fast. Drop in a table of contents and choose which heading levels to include, from H1 alone through to every layer down to H4. Toggle page numbers or section numbers depending on how your document flows. Adjust font sizes and select from multiple formats to create navigation that complements your proposal rather than cluttering it.
LAYERING & LOCKING
Stack your elements with precision. Move layers forward and back until every component sits exactly where it should. Lock position to stop accidental nudges, lock content to prevent edits, or lock both for elements that need to stay untouched entirely. Apply controls one element at a time or select multiple to adjust at scale.
ALL SHAPES & SIZES
Draw attention wherever you need it. Our SVG shape library gives you arrows, stars, badges, banners, and countless more elements ready to drop into your designs. Resize freely, apply any colour, and style each shape until it fits your vision perfectly. The collection grows every day, so the creative options keep expanding alongside your ideas. If you can imagine it, you can build it.
Control Without Complexity
Powerful features mean nothing without thoughtful controls. Adjust, refine, and perfect every element with precision that never overwhelms.
ANALYTICS THAT WORK
Stop guessing what caught their eye. Our analytics show the complete picture, from mouse paths and scroll depth to clicks and dwell zones that reveal where attention really landed. Replay every session on a clean, intuitive timeline that turns raw behaviour into insight you can act on immediately.
TEMPLATES
The right template for every situation. Your team’s own creations sit alongside CRM mergeable designs ready to pull Salesforce data straight into the page. Add to that our ever expanding public library of documents, pitches, and sites crafted by SalesSign, and you have a launchpad for any proposal you need to build.
Native from the Start
One package, one install, everything included. Lightning components, record sync, and the full builder experience, live in your org in minutes.
LIGHTNING COMPONENTS
Keep your team in Salesforce where they belong. Our package delivers four purpose built Lightning components. Record Summary surfaces the latest proposal status on any linked record. Sign Status tracks every envelope event in one activity history. The Proposal Component displays the actual document without opening another tab. Tracking Session Summary breaks down exactly how prospects interacted. All installed together, all ready to use immediately.
LAUNCH FROM ANYWHERE
One button, full power, any record. The SalesSign builder launches from wherever you are in Salesforce, giving you the complete creation experience without leaving the record you are working on. Standard objects, custom objects, it makes no difference. If you can see the record, you can start building.
Effortless by Intent
No legacy baggage, no bolted on features. Just a platform designed from the ground up to get out of your way and let you work.
TEAMS
Permissions made painless. Build teams, assign managers, and let them curate membership as your business changes. Connect teams to folders and access follows instantly, no manual updates required. When your work crosses boundaries, join multiple teams and stay connected to every document you need. Simple administration, seamless collaboration.
FOLDERS
File management that makes sense. Store drafts privately, share resources publicly, and carve out dedicated spaces for individual teams. Our purpose built browser puts everything at your fingertips with the intuitive navigation you already know. Spend less time searching and more time creating.
LIST VIEWS
Sometimes you need the detail, sometimes you need the overview. List views let you scan proposals at a glance, sort by any column, and quickly locate the document you are after. Filter across folders, compare status at scale, and manage large volumes of work without losing sight of what matters most.
Structure That Scales
Governance, structure, visibility. The foundations that separate serious platforms from simple tools. You deserve software that keeps pace.
ZAPIER
Automate without boundaries. Zapier brings SalesSign into your wider ecosystem, connecting proposal activity to thousands of apps across every category. Build workflows that fire when prospects engage, documents get signed, or deadlines approach. Whatever your stack looks like, SalesSign now fits right in.
SECURITY
Trust starts with access control. Passkeys and MFA give your users flexible, secure authentication that meets modern standards. Our signing infrastructure adds another layer, restricting document processing to verified, pre approved environments only. Your proposals and signatures stay protected at every step, from login to final ink.
IN APP TOP UPS
Pay for signatures, not features. Our pricing keeps it simple with envelope based billing and no tiered plans hiding the good stuff. When you need more, top up directly in the app and keep moving. No upgrades, no calls to sales, no waiting. Just the envelopes you need, purchased the moment you need them.