Sales Cloud Activate:
eSignature Tool Integration

Quickly and securely access and sign documents. Easily upload documents for others to sign, by integrating 3rd party e-signature tools such as DocuSign, CongaSign and more.

Typical timeline: 3-5 weeks.

Deliverables:

• Package Installation of 3rd party e-signature tool
• Creation of up to 5 templates to generate documents in PDF format
• Configuration of security to support integration access
• How-to guide for integration end users
• Up to 2hrs of solution-based training