Effortlessly Manage Electronic Signatures for Salesforce
Save time by collecting signatures online and automatically sync signed documents to Salesforce. With this Jotform Sign integration, you can instantly send important signed documents and client data to Salesforce records. There’s no need to transfer anything by hand — seamlessly share documents, gather e-signatures, and manage it all from your Salesforce account.
¡Descargue la App — Es gratis!Signable Document Templates
Simplify your document signing process with free templates from Jotform. Whether you need a contract, agreement, or consent form, these pre-built templates can be fully customized in seconds so you can gather signatures quickly.
Simple One Page Lease Agreement
Acuerdo de pagos
Contrato de alquiler de casa
Integre con facilidad Jotform con Salesforce
Jotform is available on Salesforce AppExchange! Download Jotform directly on the platform or set up the integration in Jotform’s Sign Builder with just a few clicks.
¡Descargue la App — Es gratis!
Create custom signature documents
Use Jotform’s intuitive drag-and-drop builder to tailor documents to your business needs. Jotform is a quick, secure, and reliable way to fill out PDFs, create forms, and manage documents online.
Create a Sign Document Now
Dynamically prefill forms with Salesforce data
With Salesforce Dynamic Prefill, you can retrieve the latest client data from your Salesforce records and dynamically pre-populate forms for a more seamless user experience. No more toggling between platforms to pull important client information.
¡Descargue la App — Es gratis!
Ventajas
Automatically attach signed documents to Salesforce records
Streamline document management when you integrate Jotform Sign and Salesforce. Once a document is signed using Jotform Sign, it can be automatically attached to the corresponding Salesforce records.
¡Descargue la App — Es gratis!Monitor audit trails for every signature
Ensure full transparency and security with Jotform’s comprehensive audit trail feature. Every signed document includes a detailed audit trail that records key actions — including document creation, viewing, and signature time stamps — so you can easily track the entire life cycle of the document within Salesforce.
¡Descargue la App — Es gratis!Sync seamlessly with Salesforce
Your forms automatically sync with Salesforce, keeping your account up to date every time you receive a new submission.
¡Descargue la App — Es gratis!
Lo que nuestros usuarios dicen sobre Jotform
“Jotform has been a game-changer for us.”
"Jotform nos ha aportado un cambio radical. Utilizamos Jotform para un montón de formularios diferentes para distintas divisiones de nuestra empresa. Nuestro principal objetivo es llevar a una empresa por todo el proceso de cotización de un seguro de salud para pequeñas empresas. Una vez procesado el presupuesto, empleamos Jotform para llevarles a cabo el proceso de implementación, en el que múltiples formularios en papel se condensan en un único Jotform. Antes, en un sistema de formularios en papel, el usuario tenía que introducir su información por separado en cada formulario, pero nosotros hemos agilizado todas esas entradas y firmas hasta reducirlas a un puñado de campos obligatorios, y el sistema rellena cada formulario en función de ello".
— Matt Abbott
Marketing Manager,Exemplar HPO
Preguntas Frecuentes
How does Jotform Sign work in Salesforce?
You can integrate Salesforce with Jotform Sign to automatically send e-signatures and form submission data to your Salesforce account without any manual data entry or file transfers. Seamlessly collect electronic signatures on contracts, invoices, and more, and automatically sync submission data, uploaded files, and signed documents to Salesforce records. Instantly add new leads, manage signed documents from one central location, and enjoy seamless data flow without disruptions.
Can I send documents for signature directly from Salesforce?
Absolutely. By adding Jotform Sign from Salesforce AppExchange, you can create and share signable documents directly from your Salesforce Dashboard. These documents will be pre-integrated with existing Salesforce objects to help save time.
Are the signatures secure?
Jotform ensures that your and your client’s data is protected with best-in-class security features like a 256-bit SSL connection, PCI certification, CCPA and GDPR compliance — as well as optional HIPAA-compliance features and form encryption.
¿Puedo recibir una notificación cuando se produzca un error en mi integración de Salesforce?
After a document is signed, the client data and e-signature are sent directly to your Salesforce account to either create or update a record based on your settings. You can also choose to send a PDF copy of the signed document and automatically save it to the Notes & Attachments section of the relevant object’s record.
How are signed documents stored in Salesforce?
Sí, Jotform para Salesforce es gratuito. Los usuarios del plan gratuito Inicial de Jotform pueden disfrutar de hasta 5 formularios, 100 envíos mensuales y 100 MB de almacenamiento. Si necesita más formularios, envíos o almacenamiento, considere la posibilidad de actualizar su cuenta a uno de nuestros planes de pago. Para un acceso empresarial completo, infórmese sobre nuestro plan Corporativo.
How do I set up the Jotform Sign and Salesforce integration?
Connecting Salesforce and Jotform Sign is simple. One way is to add Jotform from Salesforce AppExchange. Log into your Salesforce account and open the App Launcher to search for Jotform. Click Get it Now, then log into your Jotform account and follow the instructions to complete the setup. By adding Jotform from Salesforce AppExchange, you can create forms that are automatically integrated with Salesforce, eliminating the need for manual mapping.
También puede establecer la integración desde el Creador de firmas Jotform. Vaya a la pestaña Ajustes y seleccione Integraciones para buscar Salesforce. Una vez conectado a su cuenta de Salesforce, haga clic en Autenticar y estará listo para configurar las acciones de Salesforce. Seleccione si desea crear nuevos registros de Salesforce o actualizar registros existentes, después seleccione el objeto al que enviará los datos del formulario y establezca los campos del formulario en cuestión de segundos. Haga clic en el botón Guardar una vez que haya terminado y los datos del formulario se enviarán directamente a Salesforce cada vez que reciba un nuevo envío.
Can I track the status of documents within Salesforce?
You can track documents right from your Salesforce Dashboard.
How can I attach a signed document to a Salesforce record?
To attach a signed document to a Salesforce record, connect Jotform and Salesforce, and create a new action. Choose your settings and toggle on the Attachments option, then select the files you want to send to Salesforce and save your settings. Now, when you receive a new submission, you can automatically send a PDF copy of the signed document to the Notes & Attachments section of the relevant object’s record.