Salesforce: Quotes, Contracts, and Professional E-signing

With DealBuilder integrated into Salesforce, you can create quotes and contracts directly from any account, lead, or opportunity. All relevant customer data is automatically pulled from Salesforce and pre-filled in the document – ready to be sent in an instant.

The agreement is sent via email or SMS, and the recipient signs using Click-to-sign or a handwritten e-signature. The entire process is seamless, professional, and globally recognized.

Once the document is signed:

• Salesforce is automatically updated
• The deal/opportunity moves to the correct stage
• The signed document is stored directly in Salesforce
• Contract data is synced back for reporting and workflows

The result? You save time, reduce errors, and work far more efficiently – without ever leaving Salesforce.

Secure Global Signing – Directly from Salesforce

When using DealBuilder with Salesforce, you can send documents for signing directly from your CRM. This allows you to collect signatures in a secure, fast, and legally binding way while staying within the Salesforce ecosystem.

Our built-in e-signing solution follows international standards, including eIDAS in Europe and the ESIGN Act/UETA in the US. Based on the PAdES standard, our signatures are legally binding and recognized globally, ensuring total peace of mind for you and your customers.

With DealBuilder, you get the best of both worlds:
‍✅ Full control and workflow within Salesforce
‍✅ Professional, compliant e-signing – when it matters most

Searching for a professional Salesforce and E-signing solution? DealBuilder is the natural choice.