SigningHub

for Salesforce®

Close deals faster and send business documents for signature directly from Salesforce

view all connector apps

Installation guide SigningHub for Salesforce

User Guide for SigningHub for Salesforce

The SigningHub for Salesforce app enables you to view, sign and track contracts, agreements and other business documents directly from Salesforce.

This can all be done directly within the Opportunities, Contracts, Contacts, Campaigns, Leads, Orders, Quotes, Accounts, Tasks, Events, Cases and even Custom Entities. Today, business is all about speed of action and response. The traditional approach of printing, ink-signing, scanning and returning documents has been superseded by secure, legally binding and cost effective digital signature solutions. SigningHub for Salesforce provides the most secure way to sign important business documents.

Document approval, e-signatures, e-seals and PKI. On-premise, hybrid or full cloud. Securely send, review, approve and sign electronically on any device.

Share and Sign documents from within Salesforce

Whether you are a sales representative or a marketing executive, SigningHub for Salesforce provides seamless integration allowing you to select documents that need signing and choose required recipients from your Salesforce Contacts. Signature fields are easily added to the documents and other properties can be set such as initials or document access permissions.

It is easy to add your own signature to a document such as a quotation or NDA prior to sending it.

Once signed, document status information is automatically updated within Salesforce.

Share and Sign documents from within Salesforce

It is easy to add your own signature to a document such as a quotation or NDA prior to sending it.

Once signed, document status information is automatically updated within Salesforce.

Simple yet powerful

Enjoy all the key features of SigningHub like strong authentication, advanced digital signatures, e-signatures, in person signatures and much more. When using unique digital signing keys, the signing keys can be held within your local smartcard, USB token, your mobile device or at server with in HSM or Microsoft Azure KeyVault. You can also utilise your Salesforce credentials to log into SigningHub.com to achieve Single Sign On (SSO). Also supports multiple documents, languages and workflow evidence report.

Simple yet powerful

Enjoy all the key features of SigningHub like strong authentication, advanced digital signatures, e-signatures, in person signatures and much more. When using unique digital signing keys, the signing keys can be held within your local smartcard, USB token, your mobile device or at server with in HSM or Microsoft Azure KeyVault. You can also utilise your Salesforce credentials to log into SigningHub.com to achieve Single Sign On (SSO). Also supports multiple documents, languages and workflow evidence report.

Monitor and track document workflow status

You can quickly see the status of the documents you need signed within Salesforce. The Status screen shows you who has signed, approved, declined or reviewed each document.

Monitor and track document workflow status

You can quickly see the status of the documents you need signed within Salesforce. The Status screen shows you who has signed, approved, declined or reviewed each document.

Key Points:

Sign documents immediately

Share document to sign

Track workflow progress

Sequential or parallel signing

Quick Installation and simple to use

Applies Advanced Digital Signatures

On premise option

The most secure way to sign

Download solution sheet

Manage who can access SigningHub

The Salesforce administrator needs to approve the Salesforce users before they can access SigningHub. This pre-approval maps a Salesforce user account as an Enterprise user inside SigningHub and enables them to share and sign their documents.

Supports Internal and External users

SigningHub for Salesforce provides a great solution when you need to work with both internal and external users. In either case, an email notification is sent to a user asking them to sign the document. Internal users can sign within Salesforce, external users simply follow the link within the email notification and sign the document within SigningHub.

Prerequisites

SigningHub for Salesforce app can be installed and used with these Salesforce versions: Professional, Enterprise, Unlimited, Force.com, Developer, Performance.

I adore SigningHub’s Salesforce integration for its simplicity, ease of use and practical pricing. As a Salesforce Consulting Partner I recommend solutions regularly and I will always recommend SigningHub as the first option for Electronic Signatures.

Craig Stretch
Director at CAScloud

I adore SigningHub’s Salesforce integration for its simplicity, ease of use and practical pricing. As a Salesforce Consulting Partner I recommend solutions regularly and I will always recommend SigningHub as the first option for Electronic Signatures.

Craig Stretch
Director at CAScloud