SalesSign in 60 seconds
See how SalesSign lets you build, send, sign and get paid on proposals without leaving Salesforce.
The video loads from YouTube in privacy-enhanced mode when you press play.
In this video
Each step jumps the video to that point. The notes underneath are the written guide.
-
- Meet SalesSign for proposal signatures and payments inside Salesforce
- Start on any Salesforce record and open SalesSign
- Generate a new proposal
- Pick an approved template
- Let live Salesforce data fill in the account, contact, products and total
-
- Send the proposal for signature
- Set reminders
- Ask for a deposit, all in a single click
- Customer opens a secure link and confirms a one-time code
- Customer reads the proposal
- Customer completes your onboarding form
- Customer signs with a legally binding e-signature and pays the deposit by card
-
- Replay the whole customer visit
- See time spent on every page
- Get an AI summary with your next step
-
- Check the proposal, form answers, signature, payment and signed PDF are written back to Salesforce
- Ask the assistant or raise a case if you need help
Full transcript
Intro
Play from 0:00 Meet SalesSign, proposal signatures and payments without ever leaving Salesforce. Start on any Salesforce record, open SalesSign and generate a new proposal. Pick an approved template and live Salesforce data fills it in for you. The account, the contact, every product and the total.
Send for Signature
Play from 0:18 Send it for signature, set reminders and ask for a deposit in a single click. Your customer gets a secure link and confirms a one-time code. They read the proposal, complete your onboarding form, sign with a legally binding e-signature and pay the deposit by card all in one visit.
Track Engagement
Play from 0:37 Then see exactly how they engaged, replay the whole visit, see the time spent on every page and get an AI summary with your next step.
Written Back to Salesforce
Play from 0:47 And everything is written back to Salesforce. The proposal, the form answers, the signature, the payment and the signed PDF. SalesSign, build, track, sign and get paid all inside Salesforce.