Salesforce integration
- Add the SignRequest button to Salesforce (Lightning)
- Do you offer an integration with Salesforce Classic or Lightning or Process builder?
- Custom message in Salesforce (Classic & Lightning)
- Prefill signers in Salesforce (Classic & Lightning)
- Default select 'only others' or 'me&others'
- Create a prefilled button in Salesforce (Classic)
- Prefilling documents with data from Salesforce
- Automatically select documents in Salesforce
- Select automatic reminders in Salesforce
- Select documents from files or notes and attachments in Salesforce
- Filter the document id in Salesforce
- Set authorisation levels in Salesforce
- Order of signing in Salesforce
- Add a bulk send button to your list view
- Sync the signer's input back to Salesforce
- Add a lookup relation to your custom object
- Add a SignRequest related list to the contacts
- Add a global SignRequest folder in Salesforce