What does our guide include?
Essential steps for a successful electronic signature project:
- How to install the plugin
- How to get the Salesforce token in Signaturit
- How to add the token to our Salesforce account
- How to place the plugin in our workspace.
- How to send a document to sign from Salesforce.
Automate document signing without leaving Salesforce
In this guide we explain in a practical and simple way how to connect your Signaturit account with Salesforce. Send your documents to sign directly from the CRM and close your sales instantly thanks to the electronic signature.
Start enjoying the benefits of this no-code integration and take your business processes to the next level.