Track the Document Signing Process in Salesforce

In a fast-paced business world, tracking your document efficiently and accurately can make a world of difference. Setting up a process where every document your business requires is meticulously tracked ensures that nothing slips through the cracks.

Enter Salesforce where managing your documents is simple and becomes a streamlined, automated experience. Whether you are closing deals, onboarding clients, or scratching your head about how to sign a document online, Salesforce has got you covered. Offering powerful tracking capabilities you can rest assured that you never miss a signature, edit, or update.  Let’s dive into how you can sign your documents electronically, track your documents with signature providers, and explore a third-party tool you can implement to revolutionize how you handle your documents. 

Sign Documents with Salesforce Electronic Signatures

Salesforce offers a tool for users to sign documents electronically so you don’t need to fuss with sending paper documents to signatories. This ensures that you can seamlessly track the progress of your document as each signature is added and enhances the security and compliance of your document management process.

Implementing Salesforce Electronic Signatures can increase your efficiency by reducing the time and effort required to handle the document signing process. Clients can sign documents at their convenience which leads to the quicker signature collection and an enhanced experience. Leveraging your data straight from Salesforce minimizes risks and ensures your documents always contain the latest data. 

Going paperless eliminates the need to print, post, and store your documents which not only saves your business money but also supports sustainability efforts. Designed with legal and regulatory requirements in mind, you can rest assured that your documents adhere to the necessary legal requirements and are sent and stored securely. Keep reading to find out more about how you can track your documents using other digital signature providers. 

Track Signing Documents Online with Digital Signature Providers

There are numerous e-sign digital signature solutions available on the market. Each is designed to streamline the document lifecycle management process from the creation of contracts to the signing of electronic documents. Offering robust tracking features, you can manage and monitor the entire signing process of multiple documents simultaneously. Let’s take a look into how you can track your documents using online signature providers: 

1. Install and link your chosen software solution with Salesforce. We recommend you visit the Salesforce AppExchange to find the best digital signature solution for your business. The process will typically involve: installing the app, configuring user permissions and settings, and finally integration with your Salesforce instance. 
2. Create and configure your integration to suit your business needs. Configuring a template library ensures your documents are uniform and contain the relevant information while speeding up the creation process. Design your email notifications to align with your company branding for a cohesive user experience. Define your automated workflows for the creation, distribution, and tracking of your documents. 
3. Train your team members on how to use the digital solution and what each document milestone means. Although online solutions are designed to streamline the document process, you will still need to ensure you track the progress of your documents. 
4. Initiate the signing process by sending documents directly from your Salesforce. You can create workflows that automatically attach documents to the relevant record for easy tracking. 
5. Use the monitoring features to keep track of the status of each document. Your selected tool should offer real-time insights to ensure your stats are accurate. We’ve all been there when you’ve sent a follow-up email on a task that’s already been completed, having real-time tracking means you never have to send that sheepish apology mail again. 
6. Set up automatic reminders for signatories who have not added their signature or viewed the document by your stipulated deadline. This can take the painful follow-up emails off your plate so you can focus on more important tasks like closing deals. 
7. Access your audit trails to view a detailed history of every action taken on each document. This is invaluable when it comes to maintaining compliance with regulations and dispute resolution. 
8. Generate reports that provide insights into trends in your document signing processes. These statistics can be used to refine your processes and assist with continuous improvement. 

By choosing to handle your documents digitally, you can gain enhanced efficiency, security, and compliance. Ensure a seamless and transparent signing experience for users by leveraging real-time updates, notifications, reporting features, and audit trails. If you are on the hunt for a good option to implement in your business, we’ve covered a great solution below. 

Titan Sign: Best Electronic Signature Software in Salesforce

A top digital signature software solution on the market is Titan Sign. You can sign, seal, and deliver agreements in minutes with everything tracked in Salesforce using Titan’s document signing app. We’ve highlighted key features of this app for you to consider when choosing your signing software solution. 

No-Code Salesforce eSignature Solution

Titan offers a no-code approach to document creation and configuration. Anyone in your team can configure Salesforce signature documents no matter what their technical expertise is. We recommend you create a template library of Salesforce e-sign documents that your business requires. Once your templates have been configured, you can simply drag and drop interactive elements into the already populated template to start collecting e-signatures online. 

Track Every Interaction in Salesforce

A log is kept of each action taken on the document including timestamps and user details. You can also set up automatic alerts and notifications for key actions like when a document is signed so you stay up to date at all times. 

Responsive Salesforce Signing Processes

Designed to be responsive, you can collect signatures from signatories while they are on the go. No matter the device being used to view your document, Titan ensures that your content is optimized. 

Fully Accessible Online Document Signature

Ensuring that your documents are fully accessible to all users not only enhances the user experience but allows for more users to interact with your documents and content. Titan eSignatures are fully accessible and meet all requirements outlined in section 508. 

eSign Documents Progress Tracker

Using the progress tracker you can monitor the status of your documents in real-time. Using the dashboard you can also view where all your documents are at a glance. 

Track the Entire Signing Process in Salesforce with Titan’s eSignature Tool

Digital signature software can transform the way you collect signatures on documents. Go paperless and never miss an important milestone again. Online signatures are a great way for you to not only improve your overall productivity and efficiency but also provide an enhanced user experience. A great signature solution on the market is Titan, offering bi-directional data flow with Salesforce and a no-code interface where you can close deals in business and propel your business to new heights.