SalesForce Add-in

The Nitro Sign for Salesforce app lets you request eSignatures on your sales contracts and other documents directly from Salesforce. You can also view the status of signature requests, and send reminders or cancellations for pending signature requests.

SalesForce Add-in

To start your signature request in SalesForce:

1. Navigate to the resource where the document you would like to send for signing is uploaded. Eg. Account, Opportunity, Contact.

2. Click Nitro Sign.

3. Choose the document you would like to upload to Nitro Sign.

  1. My Computer: Upload a document from your local machine.
  2. Search: Search for the document you would like to upload and send for signing.
  3. Related to this Record: Search for a document related to the Salesforce record.
  4. Owned by me: Search for a document that’s owned by your Salesforce account.
  5. Shared with me: Search for a document that’s been shared through Salesforce.
  6. All: Search for a document from the entire Salesforce library.
  7. My Templates: Use a template from your Nitro Sign account.
  8. Team Templates: Use a team template from your Nitro Sign account.

Note: Once the document workflow is complete, a signed copy of the document will be placed within the same record. If you don’t see the Nitro Sign add-in for SalesForce, you will need to reach out to your internal I.T. team so they can install/allocate it for your account.

4. Complete the Signature Request workflow, as normal.

 

Additional resources:

Want to know more? Click on the video below to watch a short (two minute) demo on the SalesForce add-in for Nitro Sign. Or go to the Nitro Sign User Guide for more information.

Nitro Sign User Guide
SalesForce Add-in