FEATURES

Everything you need to operate signing inside Salesforce.

Explore the complete platform without hidden tabs: integration, automation, signer experience and governance on one page.

INTEGRATION

Integration and security

Everything happens inside your Salesforce org, with control, traceability and protection at every step.

sign2.meSTEP 1/2 · CONFIRMATION
Full nameLuiza Martins
CPF***.***.***-**
Date of birth**/**/****
STEP 2/2 · TOKEN
8 4 2 1 0 6

100% native Salesforce signing

Generate, send, collect and archive inside Salesforce, without relying on external systems.

Brazilian tax authority validation

Configurable verification of the signer's name, CPF and date of birth.

Token authentication

Validation token to reinforce identity at signing time.

End-to-end security

Encryption, complete audit trail and advanced electronic signature standard (AES), according to process configuration.

Legal validity

A process structured around the legal requirements presented by Soublox for Brazil, the United States and the European Union.

AUTOMATION

Automation and efficiency

Reduce manual steps and make signing part of the operational process.

Salesforce / sign2.meFLOW
TemplateContract 2026
TriggerOpportunity → Send
ReminderScheduled

Bulk sending

Send document batches to different recipients from Salesforce.

Automatic reminders

Keep the process moving with scheduled email reminders.

Template library

Manage templates for contracts, proposals, quotes and recurring documents.

Flow and Apex

Create, populate and send documents through Salesforce automation, Flow or Apex logic.

Agentforce Ready

Use templates in automated Salesforce experiences, according to the approved process architecture.

EXPERIENCE

Personalization and experience

A clear signer journey with branding, language and data capture adapted to the process.

sign2.meEDIT YOUR SIGNATURE
FontDrawUpload
{{Signer.Signature.1.Logo_1}}
Português · English · Deutsch · 日本語

Forms with Hidden Tags

Capture text, numbers, dates and file uploads during signing, stored in Salesforce in real time.

18 languages

Multilingual portal and signing experience with languages supported by Salesforce.

Custom subdomain

Use a companyname.sign2.me address protected by HTTPS to reinforce your brand identity.

Signature styles

Offer typed, drawn or image-upload signatures, triggered through Hidden Tags.

Signer guidance

Guide completion with a visual assistant to reduce errors and speed up completion.

GOVERNANCE

Monitoring and governance

Follow the complete lifecycle, make evidence-based decisions and manage access precisely.

Vehicle Rental - 01454Completed
✓✓✓✓
Envelope Sent18/08/2026 · 09:42
Envelope completed

Signing Path on the Lightning Page

View envelope and signer statuses in real time inside Salesforce.

Compliance dashboards and reports

Track average times, completion rates and refusal reasons in customizable dashboards.

Traceable refusal

Automatically record refusal reasons in Salesforce.

Permission control

Manage access to envelopes, templates and reports through profiles, roles and permission sets.

Multiple signers and order

Configure participants and signing order in the same envelope, with sequential or parallel stages.

NEXT STEP

See the full journey