100% native Salesforce signing
Generate, send, collect and archive inside Salesforce, without relying on external systems.
Explore the complete platform without hidden tabs: integration, automation, signer experience and governance on one page.
Everything happens inside your Salesforce org, with control, traceability and protection at every step.
Generate, send, collect and archive inside Salesforce, without relying on external systems.
Configurable verification of the signer's name, CPF and date of birth.
Validation token to reinforce identity at signing time.
Encryption, complete audit trail and advanced electronic signature standard (AES), according to process configuration.
A process structured around the legal requirements presented by Soublox for Brazil, the United States and the European Union.
Reduce manual steps and make signing part of the operational process.
Send document batches to different recipients from Salesforce.
Keep the process moving with scheduled email reminders.
Manage templates for contracts, proposals, quotes and recurring documents.
Create, populate and send documents through Salesforce automation, Flow or Apex logic.
Use templates in automated Salesforce experiences, according to the approved process architecture.
A clear signer journey with branding, language and data capture adapted to the process.
{{Signer.Signature.1.Logo_1}}Capture text, numbers, dates and file uploads during signing, stored in Salesforce in real time.
Multilingual portal and signing experience with languages supported by Salesforce.
Use a companyname.sign2.me address protected by HTTPS to reinforce your brand identity.
Offer typed, drawn or image-upload signatures, triggered through Hidden Tags.
Guide completion with a visual assistant to reduce errors and speed up completion.
Follow the complete lifecycle, make evidence-based decisions and manage access precisely.
View envelope and signer statuses in real time inside Salesforce.
Track average times, completion rates and refusal reasons in customizable dashboards.
Automatically record refusal reasons in Salesforce.
Manage access to envelopes, templates and reports through profiles, roles and permission sets.
Configure participants and signing order in the same envelope, with sequential or parallel stages.