Govern the complex deal without slowing it down.
Enterprise document generation, governed and Salesforce-native. SalesSign gives enterprise sales teams a Salesforce-native sending platform with the governance security and IT need — SSO, approval chains, locked content, full audit trail — and the speed reps demand.
For complex deals with long buying committees and tight governance.
Why teams choose SalesSign for enterprise document generation.
Enterprise security
SSO/SAML, role-based access, granular permissions, encryption in transit and at rest, and a court-admissible audit trail.
Built for committees
Multi-recipient parallel and sequential routing handles real buying committees — buyer, finance, procurement, legal — with per-recipient engagement tracking.
Salesforce-native at scale
Lightning Web Components, bidirectional sync and Flow-ready signing events — designed for enterprise Salesforce orgs.
What you get for enterprise sales.
Everything you need to send, sign and track — included on every plan.
SSO & SCIM
SAML SSO with Okta, Azure AD and OneLogin. SCIM user provisioning for clean onboarding and offboarding.
Approval workflows
Multi-step approvals for discounts, terms and non-standard clauses before a proposal can be sent.
Locked content
Pricing tables, legal sections and signature fields can be locked at the template level so reps customise only the messaging.
Audit trail
Every action — view, edit, send, sign, void — is captured in an immutable, court-admissible audit trail.
A closer look at SalesSign for enterprise sales.
Lock the bits legal cares about
Legal copy, pricing tables and signature fields can be locked. Reps customise the messaging; the contract stays the contract.
Leadership sees the whole funnel
Proposal views, conversion trends and engagement time roll up into dashboards, so sales leaders coach reps and forecast deals on real data, not gut feel.
See who’s really driving the deal
Per-recipient engagement tracking shows whether procurement, finance and legal have actually read the document — so reps know where to push.
Frequently asked questions.
Does SalesSign support SAML SSO?
Yes. SAML SSO is supported with Okta, Azure AD, OneLogin and any standards-compliant IdP. SCIM provisioning is also available.
Is the audit trail court-admissible?
Yes. SalesSign captures an immutable audit trail of every action — view, edit, send, sign, void — with IP, timestamp and identity verification.
Can we restrict who edits what?
Yes. Role-based permissions control template editing, sending, voiding and viewing at a granular level.
Does it work in our Salesforce sandbox first?
Yes. SalesSign installs into any sandbox for testing before production rollout.
Ready to see SalesSign for enterprise sales?
Book a 20-minute live demo on a use case that matches how your team sells today. Native, embedded, end-to-end.