What is an electronic signature?
An electronic signature refers to any eSignature that you use online. In contrast, digital signatures use cryptographic technology to verify the identity of the signer and to check that no changes are made to a document after the signing is complete. Today we will be focusing on eSignatures, which are considered legally binding, and enable businesses to sign documents digitally and efficiently.
Salesforce Electronic Signatures
Electronic signatures can help your organization get off paper but choosing eSignatures that integrate with Salesforce is an even smarter decision. For one, you may be already using the #1 CRM to store your customer data, in which case all signing processes will be automatically synced to your Salesforce. And if you are not storing your data in Salesforce already, then you should be! This is because Salesforce provides personalized insights on each and every customer, gives you the power to automate any business process you can think of, and connects with leads, partners, and clients at scale.
How can Salesforce Electronic Signature Solutions help you go green?
Going green makes sense from the perspective of both the environment and business. Embracing green initiatives is more sustainable, helps create a better future, and you will also receive tax breaks and financial incentives. Salesforce eSignatures can propel your organization to achieving its climate change goals and green initiatives by enabling you to fully digitize signing processes and the associated business flows that go with them.
It’s important to remember that Salesforce itself does not have its own native electronic signature tool. This has opened up a big gap in the market for third-parties to help out. We recommend choosing an eSignature tool for Salesforce that requires zero code or complicated setup. With the right electronic signature tool you will be able to sign in any format you choose, so for example if you want to use an electronic signature in Word you can but you should also have the option to use PDF or any other relevant format.
You also want a type of electronic signature that empowers you to work with a flexible and dynamic number of signers. This means you can add or remove signers throughout the journey.
Choosing the best Sign Tool for Salesforce
You should look for an electronic signature generator that fulfills all of the above criteria and then some by offering you a sleek and modern solution that integrates seamlessly with Salesforce. While many competitors market themselves as low code, what this means in reality is that you often need to a lot of code to implement custom solutions. Instead, look for a signing solution, that caters to custom use cases and dynamic signers using absolutely NO CODE at all. Other nifty features that would improve your signing journey include the ability to connect efficiently with other products to complement the signing journey for example CLM (Contract Lifecycle Management) and document generation. This means you don’t need to spend extra funds integrating with additional tools to generate your document to be signed or manage the contract lifecycle. Once all your signing and documentation is fully digitized, your green initiatives will be easy to implement and you will decrease administrative strain on your organization.
One top signing tool on the market is Titan Sign. Salesforce Electronic signatures online can be effortless and secure with Titan’s electronic signature creator which gives you the ability to identify your signers in real-time and work with both eSignatures and digital signatures 100% securely. Here are Titan Sign’s top features:
- Integrates with Salesforce in real-time
- Conditional logic for personalized signing experiences
- Dynamic Number of Signers
- Identify Signers in real-time
- All data saved in Salesforce
- Track the entire signing process end-to-end in Salesforce
- You can work with a dynamic template or document of your choosing
- Integrates with Salesforce Flow
- Can be triggered from a custom or standard object and embedded in any Salesforce object.
And the best part is that if you don’t understand all the technical ins and outs to make the most of this tool because it does it all for you! Titan’s eSignatures are also fully 21 CFR Part 11 Compliant and you get offline signing too!
With this easy tool, you can bulk-sign documents to save time and also dynamically merge templates. There is quite simply no other eSignature solution on the market with these capabilities. Next, let’s take a look at the benefits of choosing an eSignature solution for Salesforce and how it helps you go green.
Benefits of Going Green with eSignatures for Salesforce
Now that we have taken a look at our favorite signing tool for Salesforce, let’s check out the benefits of using an eSign solution to go green. There are of course a whole host of benefits to going green with eSignature solutions for Salesforce, let’s take a look at the main ones:
- You save paper which also saves trees. And when you are not supporting the paper production business, you are also helping to preserve water!
- The paper business also uses a ton of energy, and digital signing processes with Salesforce use way less. This drives greenhouse gas emissions down.
- Paper also needs to be handled, shipped, and transported. This of course creates a heavy and deep carbon footprint, and one which is entirely avoidable. Using eSignatures and online signing you can make your carbon footprint softer and lighter! Of course, you also avoid the waste associated with shredding and discarding paper.
- ESignatures are also far more efficient and make your workflows faster and more streamlined. You don’t need to manually gather signatures from multiple signers but can collect them in minutes.
- Security with eSignatures and digital signatures is also much greater than with paper-based options. And with signatures for Salesforce, you can track the entire process in the #1 CRM for a complete view of the signing process.
- Going green and embracing eSignatures is also a big boost for your company image! You will be associated with a good cause and are more likely to attract reputable and like-minded customers.
- Using eSignatures for Salesforce is a much more scalable business model than manual processes. You can sign a greater quantity of documents using more people and drawing on the most reliable data source on the planet.
Wrapping up Salesforce Electronic Signatures & Green Initiatives
We hope you enjoyed this article and learned more about how electronic signatures for Salesforce can boost your green initiatives, help save the planet, improve your workflows, as well as polish your brand image. We also hope you liked reading about Titan Sign and its market-leading features, you won’t find a more robust tool on the market.
