Effortlessly Manage Electronic Signatures for 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.

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.

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.

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.

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.

You can track documents right from your Salesforce Dashboard.

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.