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Salesforce

LIVECRM

Send and track agreements directly from Salesforce

Overview

Create and send documents for signing directly from Salesforce opportunities, contacts, and accounts. Signer information auto-fills from your CRM data, eliminating manual data entry.

When documents are signed, Salesforce records update automatically. Track signing status in your pipeline, trigger workflow rules, and maintain a complete audit trail without switching between apps.

Features

  • Send for signing directly from Salesforce records
  • Auto-fill signer details from contacts and accounts
  • Real-time status updates on opportunity records
  • Custom field mapping between Zdottedline and Salesforce
  • Signed document attached to the Salesforce record
  • Trigger Salesforce workflows on signing events
  • Works with Sales Cloud and Service Cloud

How to Set Up

  1. 1

    Install the Zdottedline package from Salesforce AppExchange

  2. 2

    Connect your Zdottedline account via OAuth

  3. 3

    Configure field mappings in the integration settings

  4. 4

    Add the Zdottedline component to your page layouts

  5. 5

    Start sending documents from opportunity records

Get Started

Available on Professional plan and above.

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