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.
Get the App — It’s Free!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
Payment Agreement
House Rental Agreement
Easily integrate Jotform with 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.
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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.
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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.
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Features
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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.
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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.
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Sync seamlessly with Salesforce
Your forms automatically sync with Salesforce, keeping your account up to date every time you receive a new submission.
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What our users say about Jotform
“Jotform has been a game-changer for us.”
“Jotform has been a game-changer for us. We use Jotform for a myriad of different forms for different divisions of our company. Our primary purpose for it is to take a company completely through the quoting process for small business healthcare insurance. Once the quote is processed, we then use Jotform to take them through the implementation process where multiple paper forms are condensed into one Jotform. Where before in a paper form system, the user would have to enter their information separately on each form, we have streamlined all of those entries and signatures down to a handful of required fields, and it fills in each form accordingly.”
— Matt Abbott
Marketing Manager, Exemplar HPO
FAQ
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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.
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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.
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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.
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Can I get notified when an error happens in my Salesforce integration?
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.
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How are signed documents stored in Salesforce?
Yes, Jotform for Salesforce is free. Users on Jotform’s free Starter plan can enjoy up to 5 forms, 100 monthly submissions, and 100 MB of storage. If you need more forms, submissions, or storage, consider upgrading your account to one of our paid plans. For company-wide access, inquire about our Enterprise plan.
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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.
You can also set up the integration from Jotform’s Sign Builder. Go to the Settings tab and select Integrations to search for Salesforce. Once you’re connected to your Salesforce account, click Authenticate, and you’re ready to set up your Salesforce actions. Choose whether you want to create new Salesforce records or update existing records, then select the object you’ll send your form data to and map your form fields in seconds. Click the Save button once you’re finished, and your form data will be sent directly to Salesforce every time you receive a new submission.
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Can I track the status of documents within Salesforce?
You can track documents right from your Salesforce Dashboard.
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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.