How to Create a Contract Step 1: Set Up a Account. Step 2: Prepare Your Contract Document. Step 3: Add Recipients and Define Signing Order. Step 4: Add Fields for Recipients to Fill Out. Step 5: Customize the Email Message. Step 6: Send the Contract.
Try eSignature to fill out a PDF form online. In the library, highlight the form and then choose Sign and Send. At the Apply Form Fields prompt, choose Apply, which allows you to edit the fields in the PDF. Use the arrows to navigate between the form fields, and fill out and sign the form.
You can create folders to organize your envelopes (containing the documents and signing progress information) within your Inbox, Sent, Deleted, Templates and Shared Templates folders. Click Add folder above the section where you would like to insert the new subfolder; a New Folder folder will appear.
Has a suite of CLM editions to support your organization, and meet you wherever you are in the digitization of your contract process.
ESignature provides users with a document workflow automation system that can drastically reduce the time spent chasing down signatures and filing documents.
Document Management: Streamlined Document Management. Generate documents from data in Salesforce. Give users confidence with approved templates. Put documents in motion with advanced workflow.
Document Management in CLM. Read about document management in CLM. Users with access to a document can perform actions to manage the document. After a document gets uploaded to CLM, users with access to the document can manage the document.
Is it secure? eSignature ensures the highest levels of enforceability. Electronic signatures are legally binding in the United States and in most countries around the world. The ESIGN Act of 2000 defined the legality and enforceability of electronic signatures across all 50 states.
Offers contract and form templates along with the ability to create new templates for agreement forms and contracts.
Contracts in eSignature are stored indefinitely, unless the account has document retention set up, which will purge the envelope documents after a specified period of time.