iDialogue eSignatures

Your customers are remote, mobile, and on the go.
Close deals faster by sending documents for eSignature.

• One-click document generation​
• Invite contacts to review and eSign documents
• Attaches signed documents to Salesforce™
• Automate follow-up actions with Process Builder workflows

---

Start by adding signature tags to Microsoft Word documents.

---

Upload Word documents to Salesforce™ Files and map the tags to Salesforce™ objects.

---

Add the iDialogue Lightning component to any page layout. Assign document signers directly from Opportunity records.

---

Generate documents. Invite contacts to review and sign.

---

Customer is greeted with a personalized email and eSign landing page.
Signed documents are emailed to all parties.