The RightSignature app for Salesforce was a highly-requested feature for a long time -- and we think it was worth the wait. Our new app is:
- Elegant and easy to use – meets our high standards for usability
- Efficient - send documents from Salesforce with minimal clicks/screens
- Simple to install and maintain – only 1 object and 1 tab in Salesforce
- Free - for anyone with both a Salesforce and RightSignature account
Send Documents for Signature Inside SalesforceSalesforce is the gold standard for online Customer Relationship Management (CRM) software. A cloud-based repository for managing your sales and services, Salesforce keeps records of every person each member of your team interacts with and the status of your deals – in Salesforce, these are called Contacts and Opportunities, respectively. As you can see in the video below, the RightSignature AppExchange app brings RightSignature electronic signatures into both of these areas seamlessly.
After you install the RightSignature app in the Salesforce AppExchange, open your Salesforce account and view any Contact. A button labeled “Send RightSignature Document” will now be present at the top of your Contact Detail screen. Click that button, and you will have the option to upload any document from your computer or select a Reusable Template created in your RightSignature account. Then, on the RightSignature "Send a Document" screen, you may enter a subject/message and tag the document with an Opportunity before sending it to the selected Contact.
You can also send forms, documents, or contracts from any Opportunity screen by following the same steps. Once the document is sent, the recipient will receive an email with a link to sign the document, just like a regular RightSignature document.
View Signature Request Statuses Inside SalesforceAdditionally, you can track your RightSignature documents within Salesforce. From any Contact or Opportunity screen, click the button labeled “Related RightSignature Documents” to view the RightSignature dashboard inside Salesforce – filtered to display only the documents related to that particular Contact or Opportunity. Details of your related documents are also listed in each Opportunity screen for at-a-glance updates.
Send Documents from Inside RightSignatureRightSignature integration with Salesforce does not end there, however. We have also developed a Salesforce integration from within RightSignature, bringing your Salesforce contacts and documents inside RightSignature to send with just a click.
Login to RightSignature and go to Account > Integrations, then select Salesforce and follow the instructions on the screen to activate your Salesforce integration. Then, whenever you send a document, you will find a button in the Choose a Document section to access your Salesforce documents from within RightSignature. RightSignature will also access and auto-suggest your Salesforce contacts when you begin to type their names into the Recipients field.
How to Activate the IntegrationAs a summary of the above, you'll activate this integration from both RightSignature and Salesforce:
Inside RightSignature: Visit your Account > Integrations page, click on the Salesforce box, and follow the easy instructions to authorize access to your Salesforce account.
Inside Salesforce: Visit the RightSignature app on Salesforce AppExchange, and click the Get It Now button.