The easiest solution to generate documents in salesforce and send for digital signing.
Easily create and manage document templates in Salesforce to generate PDFS and send for Certified Digital Signing. All Salesforce Native, no external applications, no envelope limits, not hidden fees. Take control of your document management workflows within Salesforce.
One Solution for all of your document Management Needs - Not just an Esign platform, a complete document creation & management system.
Features:
One-Click Sending - Send signature requests directly from any Salesforce record
Multi-Signer Routing - Route documents to multiple signers in sequence
Real-Time Tracking - See signature status on records instantly
Mobile Signing - Signers complete on any device — no app download
Merge Fields - Auto-populate documents with Salesforce data
Audit Trail - Complete history with IP, timestamp, and signature capture
Template Builder - Drag-and-drop document creation
Instant Updates - Platform Events sync records the moment signatures complete
Complete Custom Object Support - Use data from your businesses unique custom objects to generate dynamic documents specific to your business.
It’s Easy to choose EasySign over the competition, here’s why
| Feature | EasySign | PandaDoc / DocuSign |
|---|---|---|
| Native Salesforce | ✅ 100% Native | ❌ Requires Integration |
| Data Stays in Salesforce | ✅ Always | ❌ Synced to External Servers |
| Setup Time | ✅ Minutes | ❌ Hours/Days |
| Real-Time Record Updates | ✅ Platform Events | ❌ Polling/Delayed Sync |
| Envelope Limits | ✅ No Envelope Limits | ❌ Envelope Limits Apply |
| Document Generation | ✅ Built-In PDF Generation | ❌ Requires Separate Tool / Add-On |
| Internal Storage | ✅ Stored Directly in Salesforce | ❌ Stored on External Servers |
| Additional Cost | ✅ One Price of $40 per User | ❌ Per-User + Integration Fees |
EasySign keeps everything in Salesforce. Create, send, and track signatures from the same place you manage your pipeline. When they sign, your records update instantly.
Easily and quickly build templates merging important customer data. Any template can be sent as an Email, Generate a PDF, or Generate a document for Digital Signing. Built off of the Salesforce Lightning Template Framework.
Legally Binding & Secure - EasySign is designed for E-SIGN Act, UETA, and HIPAA compliance. Your data never leaves Salesforce — protected by AES-256 encryption with full audit trails including timestamps, IP addresses, and signature capture.