We Found the 7 Best Salesforce Electronic Signature Solutions

Helpful Summary

• Overview: This article evaluates the top 7 Salesforce electronic signature solutions, emphasizing their ability to streamline operations, boost efficiency, and enable remote deal completions.
• Why Trust Our Advice: We’ve helped 61,000+ businesses streamline their document workflows and have tested tons of e-signing tools in the process.
• Why It Matters: The right Salesforce electronic signature solution can enhance customer experiences, boost employee productivity, increase security, and speed up transaction times.
• Action Points: We recommend checking out SignWell, Acrobat Sign, DocuSign, Secured Signing, Conga, Formstack eSign, and Juro.
• Further Research: For a more comprehensive understanding, consider exploring additional customer reviews, case studies, and trial versions of these solutions.

If you use Salesforce to manage data and contracts, there’s a good chance your business also uses electronic signatures. But (unfortunately) Salesforce doesn’t offer an e-signature tool built-in. 

So, what’s the best solution for your business?

At SignWell, we’ve done expansive research and testing to narrow down the top recommendations for you. In this guide, we compare features, pricing, pros, and cons of the top electronic signature solutions that integrate with Salesforce.

Let’s get started.

Why Listen To Us?

SignWell is the go-to e-signing tool for 61,000 (and counting) businesses. We’ve tested tons of different e-signature solutions over the years and have found the best ones that integrate seamlessly with Salesforce.

In this guide, we’re sharing these insights to help you find the perfect tool in less time.

But first…

What Is a Salesforce Electronic Signature Solution?

The Salesforce ecosystem doesn’t offer e-signatures as a native feature—instead, it relies on third-party tools and apps to provide this functionality. So, a Salesforce electronic signature solution is a tool that adds e-signature capabilities to your Salesforce account.

How does it do this? There are two common ways:

• Salesforce AppExchange: Many e-signing tools are available as apps on the AppExchange—Salesforce’s official marketplace for apps.
• Integration: Others integrate with Salesforce (either natively or via third-party integrators like Zapier) to allow you to add e-signature capabilities directly within your Salesforce workflows.

Adding e-signing to your Salesforce workflows opens up all kinds of possibilities—from streamlining contract approvals to simplifying document signing for clients.

Why Is a Salesforce Electronic Signature Solution Important?

Improved Customer Experience

Electronic signatures contribute to enhanced customer experiences, fostering higher customer loyalty, lower churn rates, and increased revenue. Businesses using e-signature apps often witness an impressive 83% improvement in approval processes.

Enhanced Employee Experience

E-signatures elevate the employee experience by eliminating the challenges of tracking and storing documents, resulting in a substantial boost in productivity. With added e-signature functionality, employees can easily access, sign, and store documents directly from Salesforce without having to switch between multiple platforms.

Increased Security

E-signatures offer heightened security, significantly reducing the risk of breached contracts or data leaks, thereby satisfying legal requirements. Documents signed with e-signatures are protected by encryption and authentication methods to help make sure that only authorized parties have access to sensitive information.

Criteria to Consider When Choosing Salesforce Electronic Signature Solutions

• Audit Trails: Look for a solution that provides a detailed audit trail, including signer names, IP addresses, and an event log capturing key actions like document opens, signature submissions, and date/time stamps.
• Customization: Choose a solution that allows for customization of the signature process, enabling branding, templates, and workflows.
• Integration: Make sure the tool integrates with other essential business applications you use in addition to Salesforce. This will make data transfer much less tedious.
• Pricing: Make sure the solution you choose fits within your budget, with flexible pricing options and no hidden fees.
• Certification: It’s important to pick a tool that’s certified and compliant with standards like ISO 27001, SOC 2 Type 2, HIPAA (for handling healthcare data in the US), and GDPR. These certifications assure users of the tool’s security and reliability.

7 Best Salesforce Electronic Signature Solutions

1. SignWell
2. Acrobat Sign
3. DocuSign
4. Secured Signing
5. Conga
6. Formstack Sign
7. Juro

1. SignWell 

SignWell is an intuitive, user-centric e-signing solution that integrates with Salesforce via Zapier (or via our API).

We offer a simple, easy-to-use interface with features like document templates, drag-and-drop form fields, and registration-free signing to ensure a seamless signing experience for both you and your clients. 

With SignWell, you can also track the status of your documents in real time, set up automated reminders for pending signature requests, and receive updates when actions are taken on documents.

Key Features

• E-signature API: Add e-signing to any website or app with our intuitive, pay-as-you-go API.
• Salesforce Integration: Integrate e-signing into your Salesforce workflow directly via Zapier.
• Document Workflows: Create personalized document workflows complete with signing orders, automated reminders, and more.
• Audit Reports: Generate detailed audit reports, complete with access and alteration timestamps, IP addresses, and more.
• Security: Complies with a wide range of national and international laws and regulations (ESIGN, eIDAS, UETA, GDPR, HIPAA, SOC 2 Type 2).
• Custom Templates: Create and use templates for documents you send often.

Pricing 

We offer four pricing plans—Free, Personal, Business, and Enterprise. The free plan includes 1 sender, 1 template, and up to 3 documents per month. The Personal plan starts at $8 per month and includes 1 sender, 5 templates, and unlimited documents. 

The Business plan starts at $24 per month and includes 3 senders (additional senders at $8/month each), unlimited templates, and unlimited documents. Finally, the Enterprise plan is fully customizable and offers a range of features for large teams with high-usage needs.

Our API is pay-as-you-go, and you get 25 documents free each month.

Pros and Cons 

Pros

• Intuitive interface
• Automation of document signing 
• Custom branding options
• High-volume API available
• Great free plan
• Ready-made integration with Zapier

Cons

• Integration relies on Zapier (or manual workarounds)

2. Acrobat Sign

Acrobat Sign is a cloud-based e-signature service that comes packaged with Adobe Acrobat. It allows users to send, sign, track, and manage signature processes using a desktop or mobile device. Acrobat Sign integrates with various Adobe products and a range of third-party applications, making it a versatile tool for businesses and individuals.

Key Features

• E-Signature Request and Tracking: Edit and request e-signatures on documents across devices, with features like audit trails, real-time updates, automatic reminders, and additional security layers.
• Integrations: Integrate your workflows with various applications like Microsoft 365, Salesforce, Workday, and others.
• Customization: Select from various customization options like adding company branding, creating templates, and personalizing confirmation messages. 
• Security: Complies with various standards including ISO, SOC 2 Type 2, SOC 3, HIPAA, FERPA, GLBA, and FDA 21 CFR Part 11 (depending on the plan you choose).

Pricing

Adobe offers various e-signature plans with different pricing options. The business plans for Acrobat Standard and Acrobat Pro start at $14.99/month/license and $23.99/month/license, respectively, with an annual commitment. 

For teams looking to scale their business, Acrobat Sign Solutions offers enterprise plans with pre-built integrations, API access, authentication features, and more. Pricing for Acrobat Sign Solutions can be obtained by contacting sales directly.

Pros and Cons

Pros

• Intuitive interface
• Seamless integration with apps like Salesforce

Cons

• Limited support options (particularly for individual account holders)
• Salesforce integration is an enterprise feature
• The admin dashboard could be more user-friendly

3. DocuSign

DocuSign is known for its e-signature solution, which is part of a broader suite of tools designed to manage the entire agreement process digitally. This service is essential for businesses looking to streamline their contract management processes securely and efficiently.

Key Features

• Multi-Format Support: Handle various file types like PDFs, DOCX, XLS, TXT, etc.
• Cloud Storage Integration: Seamlessly connect with cloud storage services.
• Role-Based Access & Real-Time Updates: Enhance document security and keep users updated.
• Multi-Factor Authentication: Add an extra layer of security with multifactor authentication.

Pricing

DocuSign offers three main plans—Personal, Standard, and Business Pro. The Personal plan is priced at $10/month or $120 billed annually and is suitable for individuals and sole proprietors.

The Standard plan is priced at $25/month per user or $300 per user billed annually and is designed for small to medium teams. The Business Pro plan is priced at $40/month per user or $480 per user billed annually and offers advanced features for automating and optimizing agreements.

Pros and Cons

Pros

• User-friendly interface
• Comprehensive features
• Adheres to legal standards

Cons

• Limited e-signature requests in the Personal plan
• Complexity for smaller businesses

4. Secured Signing

Secured Signing is a digital signing product that provides a fast, affordable, and secure way to sign documents electronically. It’s designed to cater to various industries and business sizes, offering a range of functionalities to enhance the document signing process.

Key Features

• Smart Tag Functionality: Use a smart tag to automatically identify where signatures are needed on a document.
• Automatic Audit Trail: Send documents to signatories with a complete record of the signing process.
• Bulk Upload & Mass Signing Management: Efficiently handle multiple documents and signatories.

Pricing

The pricing for Secured Signing’s digital signature software starts at  $329.45/year for small to medium-sized businesses. They also offer enterprise-level plans with custom limits and features, which can be discussed with their sales team.

Pros and Cons

Pros

• Features smart tag functionality
• Integrates with Microsoft Dynamics 365 and Salesforce
• Provides detailed audit logs for record-keeping

Cons

• UI could be simpler
• Some users report issues with customization

5. Conga

Conga offers a suite of solutions for contract lifecycle management (CLM), document generation, and automation. These tools are designed to streamline the process of creating, negotiating, and executing contracts, as well as generating documents for Salesforce users through the AppExchange app.

Key Features

• Conga CLM: Enjoy a comprehensive set of tools for managing contracts, including creation, negotiation, and execution.
• Conga Composer: Generate documents from templates or customized forms, pulling in data from Salesforce or other databases.
• Customization and Integration: Customize the branding of your documents and integrate with other tools like Google Drive, Salesforce, and Adobe Sign.
• Data Merging: Combine data from any source into any template using the Conga Composer API.

Pricing

The pricing for the Conga Composer Salesforce connector starts at $6 per user per month.

That said, you’ll also need to purchase a Conga plan to use this connector. Pricing is bespoke, so you’ll need to contact the sales team for a quote.

Pros and Cons

Pros

• Flexible and adaptable
• User-friendly interface
• Comprehensive features

Cons

• Complicated and clunky system
• There are complaints about slow loading times when implemented with Salesforce

6. Formstack Sign 

Formstack Sign (formerly known as InsureSign) is an electronic signature tool that offers a great native integration with Salesforce (and 100+ other platforms). It also allows you to send and sign documents on any device, anywhere—complete with audit trails and compliant security.

Key Features

• Integrations: Integrate Formstack Sign with Salesforce, Google Drive, Dropbox, and more.
• Templates: Generate templates for commonly used documents to accelerate the process.
• Drag and Drop Fields: Add signature fields, date fields, and more with a simple drag-and-drop interface.
• Audit Trail: Keep track of your document activities for compliance and record-keeping.

Pricing

Formstack offers Salesforce Native Plans that are designed to enhance your Salesforce experience. These plans provide additional functionality and features, like dynamic prefill, sandbox functionality, access to community forms, and end-to-end encryption. 

Pricing starts at $225/month for the Starter plan and goes up to the NativeCloud Pro plan (custom).

Pros and Cons

Pros

• User-friendly interface
• Seamless integration capabilities 
• Efficiency in document signing

Cons

• Complex processes for beginners
• Lack of live chat support
• Limited customization options

7. Juro

Juro is an AI-powered contract management solution that caters to contract drafting, negotiating, electronic signing, and analytics. Its user-friendly interface and integration capabilities make it a suitable tool for legal, sales, finance, and HR teams.

Key Features

• Dynamic Contract Generation: Create dynamic contract templates that automatically populate themselves with clauses based on user actions.
• Document Collaboration: Share contracts and collaborate on contracts with approval processes.
• E-Signature and Audit Trails: Use built-in e-signature capabilities and audit trails for legal compliance.
• Analytics and Data Visualization: Activate AI-enabled analytics for insights into contract data.
• Integrations: Integrate your workflows with third-party apps like Salesforce, Google Drive, Slack, and Greenhouse.

Pricing

Juro has three pricing plans: Essentials, Growth, and Enterprise. The specific pricing range isn’t disclosed publicly. The Essentials plan is for small startups and includes unlimited users, workflows, templates, e-signatures, and a contract repository. 

The Growth plan is for teams integrating contract workflow and includes AI Assistant, integrations with popular platforms, and a dedicated Customer Success manager. The Enterprise plan is for scaling companies with custom packages, REST API & webhooks, Salesforce integration, and implementation services.

For more information and a personalized quote, contact Juro.

Pros and Cons

Pros

• Very customizable
• Great data analysis features
• Supports efficient contract management

Cons

• Complex interface
• Occasional integration challenges

Conclusion

This guide has introduced you to seven options to consider as you look for a Salesforce e-signing solution. Each solution has its unique features and pricing, so it’s important to assess your company’s specific needs and budget before deciding on the best fit.

At SignWell, we offer businesses a simple (but fully featured) e-signing tool that supports bulk sending, automated reminders, audit trails, and more. And by integrating SignWell with Salesforce, you’ll be able to streamline your contract management significantly.

Sign up for a free account to see SignWell in action.