Question 1

What is the Dropbox Sign Salesforce Integration?

Accepted Answer

Dropbox Sign for Salesforce is an eSignature integration that allows you to sign and manage contracts and other documents within Salesforce.

Question 2

What are the benefits of using Dropbox Sign for Salesforce?

Accepted Answer

Using Dropbox Sign for Salesforce can improve efficiency and security. For example, you can automate your contract signing process from within Salesforce, which can save you time and effort. Dropbox Sign also uses industry-leading security measures to protect your documents and digital signatures, which can help you comply with regulations such as HIPAA and GDPR.

Question 3

How can I get started with Dropbox Sign eSignature for Salesforce?

Accepted Answer

To get started with Dropbox Sign for Salesforce, you can visit the AppExchange and install the Dropbox Sign for Salesforce app. Once the app is installed, you can connect your Dropbox account to your Salesforce account and start signing documents.

Question 4

How can I track the status of my documents and agreements?

Accepted Answer

Dropbox Sign eSignature for Salesforce provides detailed tracking information for all of your documents and agreements. You can view the status of each document, who has signed it, and when it was signed.

將電子簽章整合至 Salesforce 的工作流程不用花上數週，幾天就可搞定。

讓團隊成員能夠傳送合約給他人簽名

加速團隊業務流程

簡化合約管理工作流程

使用 Salesforce 版 Dropbox Sign 整合功能，更迅速完成電子簽章交易

簡單的內嵌 Salesforce 電子簽章

推行作業快速又輕鬆

可重複使用的 Salesforce 範本，能節省時間

促進顯著業務成果的解決方案

對 Salesforce 版 Dropbox Sign 有疑問嗎？讓我們替您解答。

和產品專家安排現場示範教學