The following features are available when you link CloudSign with Salesforce.
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If such cases apply to you, submit an application for either of the plans below to enable these features.
I want to create forms using customer information I am managing on Salesforce, and send and conclude them with CloudSign
“CloudSign Sales Automation” is recommended as you can create forms, send application forms and manage concluded application forms based on information registered in Salesforce.
Automatically links all systems like inquiry forms from customers, customer relationship management (CRM) systems , business partner checks, and systems for creating and concluding application forms, to automate the entire sales process.
Create forms and conclude application forms with a single click, to shorten the lead time to receive application forms back. Plans that provides groupware functions like work flows, notice board and a calendar that can be used on Salesforce is also available.
問い合わせフォーム作成 | Create inquiry form |
CRM | CRM |
与信審査 | Credit check |
帳票作成 | Create form |
ワークフロー | Work flow |
掲示板 | Notice board |
カレンダー | Calendar |
契約締結 | Conclude a contract |
メール配信 | Email distribution |
ダッシュボード分析 | Analyze dashboard |
I want to create forms in a separate way, but want to use CloudSign to conclude and manage contracts with Salesforce customers
If you have your own in-house form creation functions or you want to send contracts that need negotiation every time,“CloudSign for Salesforce” is recommended.
Seamlessly upload and send documents linked to customer information saved in Salesforce.
The other party will receive the ordinary CloudSign confirmation request email, which means contracts can be concluded in a matter of just a few minutes at the earliest.
Additionally, checking the status of sent documents or saving data can also be completed within Salesforce.
I concluded a contract and application in person, and want to use Salesforce to manage customer information that was entered
“CloudSign NOW” is recommended if you are using face-to-face contracts or customer detail cards.
CloudSign NOW is a solution for face-to-face contracts, using an iPad app to create forms and conclude contracts on site. Information entered in iPads is stored on Salesforce.
Recommended usage scenario:
Have customer fill out customer detail cards or application forms at stores
Have customers fill out application forms during face-to-face sales
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Salesforce Automation