From blank page to signed deal,
in three steps.
One workflow, powered by your live Salesforce data. See how Salesforce document generation works when it lives inside the record.
- 1
Build
Drag and drop on-brand proposals, filled with live Salesforce data so every quote is right.
- Live merge fields
- Templates
- Pricing tables
- 2
Track
See the moment a prospect opens, reads and returns, and replay every visit.
- Time on page
- Visit replay
- Instant alerts
- 3
Close
Branded e-signature, with the signed PDF and audit trail back on the opportunity. Take payment as they sign.
- Sequential signing
- Audit trail
- Sign & Pay
See SalesSign in action — in 60 seconds.
From blank page to signed deal, all inside Salesforce.
Watch the full workflow.
From first draft to paid, in one place.
about us
Why SalesSign
Create, Captivate, Close - The SalesSign Way
Close Deals Faster
Clients sign securely from a branded link while you stay in Salesforce. No juggling tools, no chasing paperwork.
Track & Analyze
See every open, page and click, replay each visit and know exactly when to follow up.
Design with WYSIWYG
Drag and drop professional proposals in a visual builder. No code and no design skills needed.
Live Data Integration
Pull real-time fields and dynamic tables from your Salesforce records, so every figure is right.
Automate Marketing
Trigger follow-ups when a prospect revisits a key section or goes quiet, and fire Salesforce Flows on send, view and sign.
Secure Client Access
A branded, secure link with embedded signing and a verification page for every signed document. No logins, no downloads.
See it in Action Right Here, Right Now.
Your questions, answered.
The things teams ask before they switch. More than 40 answers on setup, signing, Salesforce, security and billing in our full FAQ.
See all FAQs →Not at all. Install SalesSign, connect your Salesforce org and assign permission sets. Most teams send their first proposal in under 30 minutes, and every plan includes free 1-2-1 onboarding.
Yes. With Sign & Pay on Max, buyers pay by card through Stripe straight after signing, and the Transaction is written back to Salesforce. See payments.
No. Generating and sharing documents isn't metered on any plan. You pay only for completed signature envelopes: Pro includes 20 per user each month, Max 50, and Builder buys them as needed from £1.
No. SalesSign works with Sales Cloud, Service Cloud and any org where your records live. Launch it from Opportunities, Accounts, Quotes or custom objects, and use Flow actions to automate sending.
Data is encrypted at rest and in transit, every signer verifies their email with a one-time code, and each step is recorded on the audit trail. See how on our security page.
Yes. Fourteen days with every Max feature and five signing envelopes. A card is taken up front and billing starts only when the trial ends. Compare plans on our pricing page.
Our Customers
What They Have to Say About Us
Our customers love us, but don't take our word for it. With glowing reviews and countless users, you'll be in great company.
Emily Chadwick
about us
You're in Great Company
Security at our Core
Global Compliance
Our electronic signatures are globally recognised and legally binding, in most countries offering the same legal standing as traditional ink
signatures on paper.
ESIGN Act
The Electronic Signatures in Global and National Commerce (ESIGN) Act, passed in 2000, legally recognizes electronic signatures and records in US commerce.
UETA
The Uniform Electronic Transactions Act (UETA) aims to provide uniformity and consistency across states in the US by standardizing the legal treatment of electronic records and signatures.
eIDAS
The Electronic Identification and Trust Services (eIDAS) Regulation, effective since 2016, standardizes and legally recognizes electronic signatures across the European Union. Our signatures are classified as eIDAS SES.
International
Several international regulations recognize the legality of electronic signatures, ensuring their validity and enforceability in many jurisdictions around the globe.
Salesforce document generation — one platform, three plans. Pick the signing volume you need.
Every plan includes the proposal builder, e-signatures, analytics, Salesforce integration and security; Max adds Sign & Pay and Forms. Generating and sharing documents isn't metered on any plan: you pay only for completed signature envelopes.
Builder
For teams getting started — full platform access on a true pay-as-you-go basis.
per user / per month
- Full proposal builder
- Unlimited templates
- Analytics & tracking
- Salesforce integration
- Email support
- Free 1-2-1 onboarding
Pro
For growing sales teams sending proposals every week — best value per envelope.
per user / per month
- Everything in Builder
- 20 envelopes per user each month
- Priority email support
- Free 1-2-1 onboarding
- Best per-envelope value
- Ideal for active sales teams
Max
For high-volume teams closing at scale — more envelopes, lower cost per send.
per user / per month
- Everything in Pro
- 50 envelopes per user each month
- Priority email support
- Free 1-2-1 onboarding
- Lowest per-envelope cost
- Stripe payments at acceptance (Sign & Pay)
- Form builder mapped to Salesforce
- Built for power users