airSlate, a global leader in electronic signature and document workflow automation, has unveiled a seamless integration of its eSignature solution, SignNow, with Salesforce, the AI-powered CRM platform. This new integration empowers businesses to streamline document workflows within Salesforce CRM, enhancing operational efficiency and productivity.
With airSlate SignNow for Salesforce, users can send documents for eSignature directly from any Salesforce record with a single click, auto-populate documents using Salesforce data, and track document status in real-time—all without leaving the platform. Key features of this integration include:
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- Automated Contract Preparation and Delivery – Instantly populate contracts with Salesforce CRM data and send them for signature in a predefined sequence, eliminating manual paperwork and accelerating deal closures.
- Seamless Workflow Integration – Users can collect signatures, automatically update Salesforce records with received data, and securely store finalized contracts—all within the Salesforce ecosystem.
- Enterprise-Grade Security and Compliance – Protect sensitive data with top-tier security standards, including 21 CFR Part 11, HIPAA, GDPR, and CCPA, ensuring compliance and robust data protection.
By embedding airSlate SignNow into Salesforce, businesses can accelerate approval processes, reduce administrative burdens, and maintain a seamless document management experience within their CRM environment.