Everything around us is going digital: how we work, how we connect, how we get things done. So why are we still stuck with outdated, manual signing processes? Sticking to traditional signing methods in a fast-moving world isn’t a scalable option. Printing, signing, scanning, and emailing are time-consuming processes as well as unsustainable.
Manual signing isn’t just old-school—it’s inefficient and out of place in today’s digital-first workflows. eSign in Salesforce for the documents your business often makes use of is the way forward.
Why Traditional eSign Workflows in Salesforce Fall Short
Traditional eSign workflows are too complex, hard to maintain, and struggle to scale. While Salesforce is an all-in-one platform designed to simplify your document management processes, the addition of third-party Salesforce eSign tools often introduces unnecessary complexity.
Here’s where it gets tricky: third-party tools often don’t integrate smoothly with Salesforce. You have to download documents, upload them to an eSign platform, wait for the signature, and then re-upload everything back into Salesforce. This back-and-forth creates significant bottlenecks and slows down the entire process.
Time Delays
When you’re waiting for signatures, every extra step in the process adds hours or even days. The back-and-forth between apps or email chains just stretches out timelines.
Version Issues
With documents being passed between multiple platforms, keeping track of the latest version becomes a challenge. Is this the final version? Did the signer receive the correct one? It’s a constant guessing game.
Lack of Automation
Manual processes don’t scale. Without automation, teams are forced to track down signatures, send reminders, and deal with a cluttered, disorganized workflow. It’s time-consuming and distracts from more important tasks.
Compliance Concerns
Ensuring your eSignatures on a digital document within Salesforce are secure, properly tracked, and compliant with legal requirements is tough when everything isn’t integrated. Whether it’s data protection laws or audit trails, disjointed systems often fail to meet industry standards, risking non-compliance.
XSign: A Salesforce Integrated eSign Solution within XfilesPro DocGen
XfilesPro DocGen transforms your document management workflow in Salesforce, automating everything from creation to e-signature. It automatically pulls data from multiple objects, so you don’t have to manually enter details. Whether you want to create custom templates or use the existing ones, the process is seamless. Plus, it automatically routes documents for review and approval to the right people, making collaboration smoother.
With the introduction of XSign, DocGen supports the entire document lifecycle. From document creation to review, approval, and e-signing, everything happens within Salesforce, with no need to switch between different platforms. This streamlined approach not only saves time but also improves efficiency and accuracy at every step.
Use Cases
Imagine your sales team is drafting a proposal, or your legal team has to send NDAs to partners. If the process is manual, they rely on emails or pen and paper for signatures.
With emails, the document often goes through several rounds of review and approval. By the time it’s ready for eSignature, the email chain is so long that finding the most recent version becomes a challenge.
On the other hand, the paper-and-pen method is prone to errors. Documents can be handled by the wrong person, lost, or misplaced. Delays may also occur due to logistical issues or confusion, which only adds to the frustration and slows the entire process down.
With XfilesPro DocGen and integrated eSign, teams can generate documents directly in Salesforce and send them out for eSignature instantly. Simply click a button from the record to generate a pre-filled proposal and send it for eSignature, whether for a single client or multiple teammates. The signed document is automatically attached to the record in Salesforce, keeping everything organized and streamlined.
Powerful & Efficient Automated Salesforce Document Generation
Business Benefits of XfilesPro DocGen for Salesforce eSign
Waiting for signatures can slow down processes. With XfilesPro DocGen and eSign integrated into Salesforce, you can send documents for signature with just a few clicks, eliminating the need for printing, scanning, or lengthy email exchanges.
Here’s how eSign simplifies your workflow:
Faster Deal Closures
Automate document generation and eSignature workflows directly in Salesforce to cut turnaround time and close deals faster.
Easy for Everyone
Clients and teammates can sign documents from anywhere, at any time—no logins, no downloads, just tap and sign.
Safe and Legal
Every signed document is secure, legally valid, and comes with a full record of who signed and when.
Save Time & Money
Eliminate printing, scanning, and courier costs by managing everything digitally. This reduces operational time and boosts productivity across teams.
Auto-Save to Salesforce
Signed files are auto-attached to the correct Salesforce record, so there’s no hunting for files or missing documents later.
Conclusion
If your business runs on Salesforce, your document workflows should too.
XfilesPro DocGen, with its integrated XSign feature, offers a unified platform that ensures a smooth connection between the document creation and signing processes within the organization. This way, you don’t need to switch between different systems or software to accomplish both processes separately, providing a smoother and more efficient workflow.
The future of Salesforce eSigning is here, and it’s fully integrated, automated, and built for today’s digital-first world.
A Vision for the Future
“We have been using XfilesPro for 3 years. The team has enabled us to transition our file system to Sharepoint and have it accessible through Salesforce seamlessly. Would highly recommend their services.”
– Harish Kumar, Founder, XfilesPro Labs Pvt Ltd
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