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Scrive eSign for Salesforce – superfast signing of any document for your business

Meet Scrive eSign for Salesforce, an e-signing application developed by Scrive and Cloudity! Sign and send documents with one click from within your Salesforce CRM – you can download it now from AppExchange.

Scrive eSign for Salesforce – superfast signing of any document for your business

Meet Scrive eSign for Salesforce, an e-signing application developed by Scrive and Cloudity! Sign and send documents with one click from within your Salesforce CRM – you can download it now from AppExchange.

Scrive eSign for Salesforce – highlights

This is the fastest e-signature app available on AppExchange. It was created through a collaboration between Scrive, creator of the leading e-signing solution, and Cloudity, a global Salesforce partner.

Key benefits of the app include:

  • E-signing from any Salesforce object;
  • Sending documents for signature with one click;
  • Easy document management;
  • Simple configuration;
  • Scrive-Salesforce bidirectional synchronization.

eSign for Salesforce is a great solution for sales, customer service, field service, employee experience, legal, and many more.

This is the fastest e-signature app available on AppExchange. It was created through a collaboration between Scrive, creator of the leading e-signing solution, and Cloudity, a global Salesforce partner.

Key benefits of the app include:

  • E-signing from any Salesforce object;
  • Sending documents for signature with one click;
  • Easy document management;
  • Simple configuration;
  • Scrive-Salesforce bidirectional synchronization.

eSign for Salesforce is a great solution for sales, customer service, field service, employee experience, legal, and many more.

Why download Scrive eSign for Salesforce?

With the package you will:

  • get it from Salesforce Appexchange in no time;
  • instantly create and send a document based on records in any Salesforce object (including custom objects);
  • one-click send the documents with a pre-configured button that appears in the ‘related’ field in your Salesforce CRM;
  • automatically send the document to the authorized recipients only;
  • send the document via email or SMS;
  • link the final signed document to the object from which the signing flow was initiated;
  • create process templates to create custom sales workflows;
  • import and synchronize Scrive templates with Salesforce data and Scrive data with your Salesforce CRM;
  • go paperless to reduce the risk of money or identity theft, and save tons of paper in the process;
  • save time by contacting Cloudity’s development team directly in case of questions.

Why download Scrive eSign for Salesforce?

With the package you will:

  • get it from Salesforce Appexchange in no time;
  • instantly create and send a document based on records in any Salesforce object (including custom objects);
  • one-click send the documents with a pre-configured button that appears in the ‘related’ field in your Salesforce CRM;
  • automatically send the document to the authorized recipients only;
  • send the document via email or SMS;
  • link the final signed document to the object from which the signing flow was initiated;
  • create process templates to create custom sales workflows;
  • import and synchronize Scrive templates with Salesforce data and Scrive data with your Salesforce CRM;
  • go paperless to reduce the risk of money or identity theft, and save tons of paper in the process;
  • save time by contacting Cloudity’s development team directly in case of questions.

How does the solution work?

After installing the Scrive package in your Salesforce instance, the Scrive Process Template can be defined, and executed using a button on the record layout. When you click the button with the name of the Scrive Process Template, in a few seconds, a document will be generated from any source record of your choice. On the right side, you will find a preview of the document in PDF – all fields can be automatically filled by data downloaded from your Salesforce CRM.

Once you select the ‘Send’ button, the document will be sent to a previously authorized person for signature. You can then easily track the progress of the signing process – to do so, simply access the account of the customer to whom you sent the document. 

Scrive is a high-tech solution with excellent UX – all you need to do during the signing process is to follow the arrows and place your signature in the marked area. You can do this on any mobile device with a screen!

Once the customer signs the document, the status of the process will change to Closed. 

All done! 

How does the solution work?

After installing the Scrive package in your Salesforce instance, the Scrive Process Template can be defined, and executed using a button on the record layout. When you click the button with the name of the Scrive Process Template, in a few seconds, a document will be generated from any source record of your choice. On the right side, you will find a preview of the document in PDF – all fields can be automatically filled by data downloaded from your Salesforce CRM.

Once you select the ‘Send’ button, the document will be sent to a previously authorized person for signature. You can then easily track the progress of the signing process – to do so, simply access the account of the customer to whom you sent the document. 

Scrive is a high-tech solution with excellent UX – all you need to do during the signing process is to follow the arrows and place your signature in the marked area. You can do this on any mobile device with a screen!

Once the customer signs the document, the status of the process will change to Closed. 

All done! 

Scrive eSign for Salesforce – our signature solution!

Scrive and Cloudity have been working together for more than 10 years – during this time, our mutual trust and understanding of customers’ needs have been building. We make sure that the application meets all user requirements, both in terms of UX and performance. A dedicated team consisting of Scrive and Cloudity experts is constantly working on the application. The best proof of this is the creation of an improved version of the solution – Scrive 2.0.

The excellent relationship between Cloudity and Scrive allows both teams to improve the Scrive package for Salesforce: the team dedicated to the solution implements new security standards on an ongoing basis and supports knowledge sharing with Scrive customers’ developers, which allows personalizing the product.

Cloudity also offers user training and creates Proof of Concept for organizations that are considering enhancing their Salesforce instance with the application.

 

Here are the four types of Scrive eSign for Salesforce packages we offer:

 

Scrive eSign for Salesforce – our signature solution!

Scrive and Cloudity have been working together for more than 10 years – during this time, our mutual trust and understanding of customers’ needs have been building. We make sure that the application meets all user requirements, both in terms of UX and performance. A dedicated team consisting of Scrive and Cloudity experts is constantly working on the application. The best proof of this is the creation of an improved version of the solution – Scrive 2.0.

The excellent relationship between Cloudity and Scrive allows both teams to improve the Scrive package for Salesforce: the team dedicated to the solution implements new security standards on an ongoing basis and supports knowledge sharing with Scrive customers’ developers, which allows personalizing the product.

Cloudity also offers user training and creates Proof of Concept for organizations that are considering enhancing their Salesforce instance with the application.

 

Here are the four types of Scrive eSign for Salesforce packages we offer:

 

Scrive Pilot/Proof of Concept

Dynamic Main File PDF definition based on a record and on a Visualforce Page

Custom development based on logic from the Scrive package

Training for the subscriber’s implementation team

 

Scrive Pilot/Proof of Concept

 

 

 

Dynamic Main File PDF definition based on a record and on a Visualforce Page

 

 

 

Custom development based on logic from the Scrive package

 

 

 

Training for the subscriber’s implementation team

 

What is also worth mentioning, you’ll save a lot of developers’ time (your own or your service provider’s) – the Cloudity team did the work, resulting in an out-of-the-box eSigning solution. 

Salesforce-Scrive integration will find applications in any industry! Wherever large volumes of documents are issued, there is room for automation and process acceleration.

What is also worth mentioning, you’ll save a lot of developers’ time (your own or your service provider’s) – the Cloudity team did the work, resulting in an out-of-the-box eSigning solution. 

Salesforce-Scrive integration will find applications in any industry! Wherever large volumes of documents are issued, there is room for automation and process acceleration.

Meet the companies that use Scrive solutions

Kontakta oss - Vi hjälper dig med ditt drömprojekt | Prestigo

Spezialisten für Wärmepumpen in der Schweiz | heizungsmacher.ch

 

How to start using the solution?

We offer two versions of implementation:

  1. Purchasing a package from Scrive and having your consultant/developer implement it.
  2. Purchasing a package from Scrive along with deployment services by the Cloudity team.

Which one will work best for your company?

If you have a team of developers on board who are familiar with Salesforce, you can implement the package yourself. However, we recommend option two. 

Especially if:

  • your company’s Salesforce instance is complex – you will find it difficult or time-consuming to implement the solution yourself;
  • you want to implement the Scrive solution, you care about a version personalized for your business model – implementing it yourself can be a challenge;

When you choose Cloudity to implement your application, you get the assurance that it will be implemented in a timely and effective manner and that it will be developed and enriched with new security standards.

 

Now you can test the Scrive eSign for Salesforce package for free for 30 days!

How to start using the solution?

We offer two versions of implementation:

  1. Purchasing a package from Scrive and having your consultant/developer implement it.
  2. Purchasing a package from Scrive along with deployment services by the Cloudity team.

Which one will work best for your company?

If you have a team of developers on board who are familiar with Salesforce, you can implement the package yourself. However, we recommend option two. 

Especially if:

  • your company’s Salesforce instance is complex – you will find it difficult or time-consuming to implement the solution yourself;
  • you want to implement the Scrive solution, you care about a version personalized for your business model – implementing it yourself can be a challenge;

When you choose Cloudity to implement your application, you get the assurance that it will be implemented in a timely and effective manner and that it will be developed and enriched with new security standards.

 

Now you can test the Scrive eSign for Salesforce package for free for 30 days!

Do you have questions about our solutions?

Write to us using the contact form below, or send a message directly to our team.

Do you have questions about our solutions?

Write to us using the contact form below, or send a message directly to our team.

Do you need more information?

Fill out the form or send me a direct message on LinkedIn.

Piotr Borkowski
Account Executive

Do you need more information?

Fill out the form or send me a direct message on LinkedIn.

Piotr Borkowski
Account Executive