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FAQs

About SalesSign

What is SalesSign?

SalesSign is a Salesforce proposal and e-signature platform that combines drag-and-drop proposal creation, legally-binding electronic signatures, buyer engagement analytics, and native Salesforce integration; all in one seamless solution for revenue teams. Learn more about our capabilities on our features page.

Who is SalesSign built for

SalesSign is purpose-built for sales representatives, account executives, sales managers, and revenue operations professionals who use Salesforce and need to create compelling proposals, collect signatures, and track buyer engagement without switching between disconnected tools. Discover more about our mission.

What makes SalesSign different from other platforms?

Unlike other Salesforce proposal and e-signature platforms that focus on just one capability, SalesSign unifies four critical features: a visual drag-and-drop builder, multi-recipient e-signatures with embedded signing, real-time session replay analytics, and deep bidirectional Salesforce sync. This eliminates the need for multiple subscriptions. Explore all features in detail.

Do I need Salesforce to use SalesSign?

No. While SalesSign excels as a Salesforce proposal and e-signature platform with native CRM integration, you can use all core features; proposal creation, e-signatures, and analytics; as a standalone solution. Visit our Salesforce integration page to learn about our CRM capabilities.

Getting Started

How do I get started with SalesSign?

Getting started takes just minutes. Sign up with your business email, complete a brief onboarding, and create your first proposal. Our interactive guided tour walks you through key features, and most users send their first proposal within 15 minutes. Check our pricing page to find the right plan for your team.

Is there a learning curve?

SalesSign is designed for immediate productivity. The intuitive drag-and-drop interface requires no training, and our guided tour introduces features as you explore. Context-sensitive help is always available, or you can contact our team for personalised assistance.

How do I invite my sales team?

Administrators can invite team members directly from Settings. Each invitee receives a personalised email invitation to set up their secure account and begin collaborating immediately on proposals and signature workflows. View our pricing for consumption plans team features are available on all plans.

Proposal Builder

How does the proposal builder work?

SalesSign's visual proposal builder uses intuitive drag-and-drop editing. Select components; text, images, pricing tables, signature fields; from the palette and place them where you want. Click any element to fine-tune properties. What you see is exactly what your buyers see. See all builder features.

What layout options are available?

Choose from three purpose-built layout modes: Document Mode for multi-page contracts and formal proposals, Pitch Deck Mode for visual presentations, or Responsive Mode for layouts that adapt beautifully to any screen size. Explore all layout options on our features page.

Can I upload existing PDFs?

Absolutely. Upload any PDF and overlay interactive elements; signature fields, text inputs, date pickers, and checkboxes; while preserving your original document formatting. Perfect for standardised contracts or legal documents that need signatures. Learn more about our document capabilities.

How do templates work?

Save any proposal as a reusable template, organise templates by category, and share them across your team. When creating new proposals, start from a template and personalise it; dramatically reducing creation time while maintaining brand consistency.

Does SalesSign auto-save my work?

Yes. SalesSign features intelligent auto-save that captures your changes every few seconds. Visual indicators confirm when your work is saved, and smart navigation warnings prevent accidental data loss. Your proposals are always protected.

Can I create dynamic pricing tables?

Yes. Add product blocks with automatic calculations for line items, quantities, discounts, and totals. When connected to Salesforce, you can pull opportunity products directly into your proposals—ensuring pricing accuracy and eliminating manual errors. See our Salesforce integration for details.

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Electronic Signatures

Are SalesSign e-signatures legally binding?

Yes. As a professional Salesforce proposal and e-signature platform, SalesSign provides legally-binding electronic signatures that comply with eIDAS, ESIGN, and UETA regulations. Every signature includes a complete audit trail with timestamps, IP addresses, and authentication records.

How do I send a proposal for e-signature?

Click Send for Signature, add your recipients, assign signature fields to each signer, and choose your preferences. Recipients receive a professional, branded email invitation with a secure link to view and sign your document. Discover all e-signature features.

Can I send proposals to multiple signers?

Yes. SalesSign fully supports multi-recipient e-signature workflows. Add as many signers as you need; perfect for contracts requiring approval from multiple stakeholders, parties, or departments.

What is the difference between parallel and sequential signing?

With parallel signing, all recipients can sign simultaneously in any order; ideal when signatures are independent. With sequential signing, recipients sign in a specific order, with each signer notified only after the previous one completes; perfect for approval chains.

What is the signing experience like for recipients?

Recipients enjoy a seamless, embedded signing experience. After email verification, they view your proposal in a professional viewport with zoom controls, then complete their signatures within a smooth modal overlay; no jarring redirects to external e-signature services.

How will I know when documents are signed?

Real-time notifications update your dashboard instantly. You also receive email notifications when signatures complete, and for multi-recipient documents, progress updates inform you as each party signs.

What happens after all signatures are collected?

The proposal status updates to E-Signed, notification emails are sent to all parties, and a tamper-proof signed PDF is generated and securely stored. If connected to Salesforce, the signed document automatically uploads to your CRM record as a Content Version. Learn more about Salesforce sync.

Analytics & Insights

What engagement data does SalesSign track?

Gain unprecedented visibility into buyer behaviour. Track proposal opens, time spent per page, scroll depth, button clicks, signing modal interactions, and more. Know exactly when your proposal is being reviewed and which sections capture attention. See all analytics features.

What is Session Replay?

Session Replay is like having a window into your buyer's experience. Watch recordings of exactly how recipients navigate your proposals; where they pause, what they skip, and how they interact with your content. Use these insights to refine your proposals and follow up with precision. Explore this on our features page.

Are analytics updated in real-time?

Yes. SalesSign uses live connections for instant updates. See the moment a recipient opens your proposal, track their engagement in real-time, and receive immediate notifications when they complete signatures.

Can I see analytics for my entire team?

Administrators access account-wide statistics across all team members' proposal and signature activities. Individual team members see their personal metrics and proposals, ensuring appropriate visibility and privacy.

Salesforce Integration

How do I connect SalesSign to Salesforce?

Navigate to Settings, click Connect Salesforce, and complete the secure OAuth authorisation. That's it—your Salesforce proposal and e-signature platform activates immediately with automatic bidirectional syncing. Read our complete Salesforce integration guide.

What data syncs between SalesSign and Salesforce?

SalesSign provides comprehensive bidirectional sync: proposals link to opportunities and accounts, signature request status updates in real-time, signed PDFs attach automatically as Content Versions, and visit tracking data flows into Salesforce for complete visibility. Learn more on our Salesforce page.

Can I use SalesSign directly within Salesforce?

Yes. SalesSign offers Canvas embedding, allowing you to create and manage proposals without leaving Salesforce. Our deployable package includes Lightning Web Components, Aura components, and Apex controllers for seamless native integration. See our Salesforce integration for setup details.

Can I pull Salesforce data into my proposals?

Absolutely. Use merge fields to dynamically populate proposals with Salesforce data—opportunity details, account information, contact names, product line items, custom fields, and more. Create once, personalise automatically for each deal. Explore Salesforce capabilities.

Can I trigger proposals from Salesforce Flows?

Yes. SalesSign provides Flow Actions for automating proposal creation and e-signature requests directly from Salesforce Flows. Trigger proposals based on opportunity stage changes, approval completions, or any workflow logic you define. Visit our Salesforce integration page for more.

Security at our Core

Global Compliance

We follow all the latest standards for analytics, authentication, data and eSignature.
Your data will always be secure and always
belong to you.

Security & Authentication

How secure is SalesSign?

SalesSign implements enterprise-grade security at every layer: AES-256 encryption for data at rest, TLS 1.3 for data in transit, signed URLs for secure file access, input sanitisation, rate limiting, security headers, and complete session isolation between accounts. Read our privacy policy for full details.

What authentication options are available?

Choose the authentication method that fits your security requirements: Passkey using biometrics like Face ID or fingerprint, Magic Link for passwordless email login, or traditional password with optional two-factor authentication. Learn about our security on our features page.

Can I enforce multi-factor authentication for my team?

Yes. Administrators can require additional security factors. Team members using only passwords will be prompted to enable Passkey, MFA, or Magic Link authentication; ensuring your entire organisation meets security standards.

What is Passkey authentication?

Passkeys represent the most secure login technology available. Instead of passwords that can be phished or stolen, Passkeys use biometric authentication or hardware security keys; making account compromise virtually impossible.

Billing & Pricing

How does billing work?

SalesSign uses straightforward subscription billing. Your plan includes a monthly allocation of signature envelopes plus user licenses for your team. Manage everything from the Billing section in Settings. View our pricing page for plan details.

What are signature envelopes?

An envelope is consumed each time a signature request successfully completes. Your envelope allocation resets at the start of each billing cycle, and unused envelopes don't roll over—so you always have fresh capacity. See envelope allocations on our pricing page.

Can I purchase additional envelopes or user licenses?

Yes. Purchase envelope top-ups or additional user licenses anytime from Settings. Additional licenses are prorated for your current billing period, and top-up envelopes are available immediately. Check pricing for rates.

How do I upgrade my plan?

Navigate to Settings then Billing to view available plans and upgrade instantly. Plan changes take effect immediately with prorated billing, ensuring you only pay for what you use. Compare plans on our pricing page.

Support & Help

How do I get help if I need assistance?

Access our Support Centre directly from your dashboard, or contact us directly. Create support tickets, track their status in real-time, communicate with our team, and access documentation and video guides—all in one place.

How do I report bugs or request features?

Create a support ticket from within the app and select Bug Report or Feature Request as your category, or contact our team directly. Provide details, and we'll investigate and keep you updated on progress.

What support resources are available?

Beyond direct support, you'll find comprehensive documentation, video tutorials, getting-started guides, and the interactive in-app tour. Visit our about page to learn more about our company, or get in touch with questions.

Where can I read SalesSign's privacy policy?

Our complete privacy policy, including how we handle your data, is available on our privacy policy page. We're committed to protecting your information with enterprise-grade security.

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