Certinal eSign for Salesforce
The Smarter Way to eSign Sales Contract
Effortlessly Manage Agreements and Collaborate with Certinal eSign for Salesforce
Effortless Document Sending via Salesforce App
Enhance your productivity and efficiency by seamlessly integrating eSignature capabilities into your Salesforce platform.
Seamless Document Management in Salesforce
Easily track your document’s progress, remind recipients to sign, and access completed files and audit reports with our advanced feature.
Define the Recipient Workflow
Effortlessly create Sequential, Parallel, and Hybrid Workflows to streamline your processes. Assign specific roles, like Signer, Approver, or Form-filler, to each recipient.
Healthcare organizations and enterprises trust Certinal
Close Sales Contracts Faster, Without Admin Delays
Optimize the Sales Workflow
Accelerate contract time by closing deals digitally, even offline.
Streamline Data Input
Boost productivity by auto-populating contracts with Salesforce data.
Create Standardized Documents
Create reusable contract templates for frequent use.
Populate Salesforce Data in seconds
Simply business operations with automated field and contact filling.
Effortlessly Monitor Document Progress
Automated notifications on successful file signatures.
Enhance and Supervise Collaboration
Take control of document templates, revision and access for effective teamwork.
Need Help? Contact Support
How do I connect Salesforce and Certinal?
To learn more on how to configure Certinal for SalesForce – contact our support team.
How do I fill out and sign a document in Salesforce with Certinal?
Simply select a template in your Salesforce account and choose Edit Template from the dropdown menu. It will open in Certinal where you can add fillable fields, enter your text and add your signature. Once you’re done, switch to the Salesforce tab and click Submit.
Do I need to install additional software to use Certinal?
There is no need to download and install additional software. All you need is to log in to your Certinal account or register with Certinal if you don’t have an account.
How can I check if my document has been signed?
You’ll receive an email notification once your document has been signed. Before sending a signature request, you can also set automatic reminders and an expiration date so your recipient doesn’t forget to sign your contract.
Discover More Certinal Features and Integrations
Improve your organization’s productivity
Sign and send documents for signing in a role-based order from your system of record.
Get work done in one place
Pre-fill documents with CRM data and save executed contracts in your CRM.
Ensure compliance and security
Certinal protects your data with industry-leading compliance and security standards.