A clear experience for multiple signers.
NATIVE SALESFORCE SIGNATURE
From approval to signature, everything connected to Salesforce.
Send, track and manage e-signatures from your Salesforce processes, with signers, authentication, evidence and status connected to your CRM.
Prefer to see the journey first? See how it works →✓ 100% native Salesforce✓ Advanced signature
Service agreementIn progressSalesforce updated
Luiza MartinsSigned today, 20:20
Fernando SousaAwaiting signature
Protected audit trail
01 / SIGN — FRAGMENTED FLOW
SalesforceExportExternal platformAnother login
Why put another platform in the middle of your process?
02 / SIGN — CONNECTED FLOWCONNECTED BY DESIGN
The signature leaves. Control stays connected.
No exporting, context switching or status hunting. The process moves through sign2.me and returns to the Salesforce record.
SalesforceApproved opportunity
→sign2.meEnvelope configured
→SigningToken + evidence
→SalesforceStatus updated
Know who signed. Know when. Keep evidence of every step.
A traceable audit trail gives operations the context to act, review and automate with confidence.
Protected trailIP + timestampTRILHA COMPLETA ✓
VERIFY / KYCConfigured validation before signing
- 09:41:02Document openedTRACK
Access recorded in the envelope
- 09:41:10KYC completedVERIFY
Identity verified before signing, when configured for the envelope.
- 09:41:18Identity validatedVERIFY
Token confirmed by the signer
- 09:42:06Signature completedSIGN
Document successfully completed
- 09:42:07Salesforce updatedAUTOMATE
Status and data returned to the record
Signing is a process step. Not another platform.
Identity before signing.
Evidence arrives in sequence.
Signing triggers the next action.
NEXT STEP