Built-in E-Signature Solution for Salesforce

E-sign documents and send them out to be signed in any order on any desktop or mobile device. Get notifications and collect e-signed documents inside your Salesforce account.

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Manage E-Signature Workflows Securely

Customize a Signing Order

Send your document to be signed by up to twenty recipients individually or by group. Set the signing order and editing permissions.

Define Security Settings

Require a password to access your contracts, agreements and invoices. Protect sensitive medical documents with HIPAA compliance.

Verify Recipient Identity

Use the strongest security measures to authenticate signers. Ask recipients to verify their identity with a webcam or by phone number.

Streamline your

Salesforce

Document Workflow

Sales Agreement

Close deals faster by sending your sales agreement to be signed on any mobile or desktop device.

Commercial Invoice

Instantly send out invoices for client signatures to streamline your shipping processes.

Business Proposal

Onboard new partners fast by sending them your proposal to be signed in seconds.

Sales
Agreement

Commercial
Invoice

Business
Proposal

Close deals faster by sending your sales agreement to be signed on any mobile or desktop device.

Instantly send out invoices for client signatures to streamline your shipping processes.

Onboard new partners fast by sending them your proposal to be signed in seconds.

Stay Secure and Compliant

DaDaDocs helps you ensure the confidentiality and integrity of your documents inside a Salesforce account. Use the Audit Trail to track all document activity in DaDaDocs. View a history of IP addresses, operating systems and browser versions of users that accessed your documents.

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What Salesforce Customers
Say about DaDaDocs:

Christy Hudson

CBI

We recently had this app installed and so far,

we are in love!

The customer service team has been patient, helpful, and super responsive. [...] We are business brokers and are constantly sending docs to both buyers and sellers. [...] Thank you for caring about your customers by

providing excellent customer service

and for creating an app that exceeded our expectations!

Veronica Lira

CEO

This is an essential and

important app in securing signed documents

within the customer service platform. Clients expect efficiency. DaDaDocs provides that [...] Using this app has improved my internal workflow process and delivers what we need in lightning speed. Signed documents mean increased efficiency. Easy to use,

great customer services.

Sarah Boggio

Sales Operations Manager

I was looking at four factors when evaluating tools for implementing the order form in my system: price, functionality, usability, and user-adoption. DaDaDocs excels on each of the evaluation metrics. Additionally, the

support provided by the team was exceptional;

they sat with me and walked me through any issue I was encountering (not a deficit on their end but more on my reading comprehension!).

Get a Free 10 Minute Demo of DaDaDocs' Digital Workflow for your CRM

See for yourself why thousands of businesses around the world trust DaDaDocs to easily manage digital workflows within CRM systems. Drop a note to let us know what you're willing to learn about DaDaDocs and we will customize our demo just for you.

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