EchoSign For Salesforce Solution

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The only signature system with
complete Salesforce integration.

EchoSign is an absolute must for any sales team looking to survive in a Sales 2.0 world. After our initial roll-out, our time to signature went from days to just minutes. Even more surprisingly our reps and services team have embraced it like fish to water. Additionally, our order management is now completely digital and almost 100% automated. — VP Sales, Intacct

5.0 out of 5

Beagle Research Group

Process Innovation: Your Secret Weapon for Sales
(PDF, 187 KB)

Salesforce.com Whitepaper

7 Habits of Highly Successful On-Demand Companies
(PDF, 351 KB)

Infiniti Research

EchoSign for Salesforce Review by Infiniti Research
(PDF, 68 KB)

Web Visible

Sales Order Entry from 3 Days to 10 Minutes with Salesforce.com and EchoSign

Qualcomm CRM Elite Award

Speedier Results with EchoSign and Salesforce.com

#1 Rated in 2006, 2007, 2008 and 2009

EchoSign for Salesforce solution enables clients to send contracts for signature either electronically or by fax directly from their Salesforce account and then track their real-time execution status. Better yet, the second the contract is digitally signed, not only are all parties e-mailed a copy of the digitally signed contract, but a PDF copy is also automatically attached to the Contact and Opportunity for that contract. Never lose track again. Never upload, scan, or manually input signed customer contracts again. EchoSign does it all for you — automatically.

How It Works

Get the flash player here: http://www.adobe.com/flashplayer

EchoSign for Salesforce solution leverages EchoSign’s state-of-the-art API to allow EchoSign to run entirely and transparently from within Salesforce. Simply click on a new link in Opportunities or Contact entitled “New Agreement”, attach the unsigned contact, and EchoSign does all the rest for you. See a demo.

Available Features

EchoSign for Salesforce solution supports the following features:

Send a document (using any supported file format — Word, PDF, etc.) to a recipient for either a fax signature or an instant digital signature
See the real-time status of any document at any time
Get the complete document history
Automatically attaches the final signed version of any agreement as a PDF to the relevant Opportunity and/or Contact
View the original or any intermediate version of any agreement as a PDF
Get real-time dashboard visibility into all your agreements out for fax or digital signature

Pricing

EchoSign for Salesforce includes a free 14 day trial. Thereafter, an EchoSign Enterprise subscription is $29.95 per user per month with a 10-seat minimum.