Native Salesforce Integration
Built for Salesforce. Powered by Salesforce.
SalesSign isn't just compatible with Salesforce—it's built from the ground up as a true native application. Experience seamless proposal and e-signature workflows without ever leaving your CRM.
Effortless Setup
From Install to Sending in Under 5 Minutes
No complex configurations. No IT consultants. No weeks of implementation. SalesSign installs directly from the AppExchange and works immediately with your existing Salesforce data.
Install from AppExchange
One-click installation directly from Salesforce AppExchange. The managed package handles everything automatically.
Assign Permission Sets
Simple permission sets control user access. Assign in bulk or individually—takes seconds, not hours.
Start Creating Proposals
Your Salesforce data is ready to use immediately. Build and send your first proposal in minutes.
Lightning Experience
Native Lightning Components
Purpose-built Lightning Web Components that feel like native Salesforce. Drag and drop them onto any record page for instant proposal and e-signature functionality.
Proposal Builder
Embed the full proposal builder directly on Opportunity, Quote, or any custom object. Create beautiful proposals without switching contexts.
Signature Status
Real-time signature tracking component shows exactly where each document stands. See who's signed, who's pending, and get instant notifications.
Document Library
Access all proposal templates, sent documents, and signed agreements from a dedicated library component. Filter, search, and manage in seconds.
Quick Actions
Lightning Quick Actions for common tasks: New Proposal, Send for Signature, Clone Template. Add them to any page layout or utility bar.
Team Dashboard
Manager dashboard component shows team-wide proposal metrics, pipeline visibility, and performance tracking—all in native Lightning.
Approval Flows
Visual approval status component integrates with Salesforce approval processes. Route proposals for internal sign-off before sending.
Managed Package
Enterprise-Grade Managed Package
SalesSign is delivered as a Salesforce-approved managed package. This means automatic updates, security compliance, and zero maintenance overhead for your team.
Security Reviewed
Passed Salesforce Security Review with flying colours
Auto Updates
New features and fixes deployed automatically
Namespace Protected
Isolated code prevents conflicts with other apps
LMA Supported
License Management App for easy administration
Bi-Directional Sync
Real-Time Data Synchronisation
Every proposal, signature, and document status syncs instantly with Salesforce. No batch jobs. No delays. No manual updates. Your CRM always reflects the current state of every deal.
- Proposal data writes directly to Salesforce objects
- Signature events trigger instant record updates
- Document attachments auto-link to parent records
- Field mappings preserve your data model
Canvas App Technology
Embedded Canvas Application
SalesSign leverages Salesforce Canvas to deliver a rich, full-featured experience directly within Salesforce. Users never leave the platform, maintaining context and productivity throughout the proposal workflow.
Single Sign-On
Authenticated automatically via Salesforce credentials
Context Aware
Knows the current record and user permissions
Mobile Ready
Works seamlessly in Salesforce Mobile app
Branded Experience
Matches your Salesforce theme automatically
Radical Simplicity
One Platform. Zero Complexity.
Other solutions bolt onto Salesforce. SalesSign is part of Salesforce. The difference is everything.
The Old Way
- Multiple disconnected tools
- Data sync issues and delays
- Constant context switching
- Separate user management
- Complex API integrations
- Multiple vendor contracts
The SalesSign Way
- One unified platform
- Real-time native sync
- Never leave Salesforce
- Salesforce users and permissions
- Zero integration needed
- Single vendor relationship
Ready to Experience True Salesforce Integration?
See why teams choose the only proposal and e-signature platform built natively for Salesforce.