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Dochly — Salesforce E-Signature

Salesforce E-Signature
Legally Binding &
100% Native

Dochly's native Salesforce e-signature lets you generate documents and collect legally binding signatures directly inside Salesforce no third-party tools, no data leaving your org, no extra subscriptions.

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Legally Binding Compliant signatures from any device
Multi-Party Signing Multiple signers in the right order
Zero Data Exposure Everything stays inside Salesforce
Real-Time Tracking See signature status inside Salesforce
Contract signed & stored in Salesforce
Acme_MSA_Signed.pdf • just now
Salesforce — Dochly E-Signature

What Native Salesforce E-Signature
Does for Your Team

Salesforce teams using Dochly collect signatures faster, more securely and without ever leaving their CRM.

80%
Faster Signature Collection
From days of chasing signatures to hours all inside Salesforce
0%
Data Leaves Your Org
All signing happens inside Salesforce, zero external exposure
20 max
Multi-Party Signing
Add up to 20 signers per envelope sequential, parallel, or mixed routing
1 click
To Send for Signature
Generate, send and track signatures from any Salesforce record

Ready to collect signatures natively inside Salesforce?

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Everything Inside Native Salesforce
E-Signature

Three powerful e-signature features that make collecting signatures inside Salesforce faster, safer and completely seamless.

Multi-Party Signing

Collect Signatures from Multiple Parties

Add multiple signers to any Salesforce document and define the exact signing order all tracked and managed natively inside your CRM.

  • Up to 20 signers per envelope
  • Define signing order for each party
  • Real-time status tracking inside Salesforce
  • Auto-reminders for pending signers
Explore multi-party signing
Real-Time Tracking

Track Every Signature Status Inside Salesforce

See exactly where every document is in the signing process who has signed, who is pending, and when it was completed all from the Salesforce record.

  • Live signature status on every record
  • Signed, pending, declined all visible
  • Complete audit trail for every document
  • Timestamp and IP address logged
Explore signature tracking
Auto-Store

Signed Documents Stored Automatically in Salesforce

Once signed, Dochly automatically stores the completed document back to the right Salesforce record no manual filing, no external storage, zero data exposure.

  • Auto-attached to the right Salesforce record
  • No external storage ever used
  • Full document history per record
  • Accessible to your whole Salesforce team
Explore auto-storage

Why Salesforce Teams Choose Native
E-Signature Over Standalone Tools

A native Salesforce e-signature means no switching tools, no external data exposure, and no extra subscriptions everything in one place.

Sign Faster Without Leaving Salesforce

Your team generates a document and sends it for signature in one click all from the Salesforce record. No switching tools, no copy-paste, no external platforms.

Generate and send in one click
No tool switching stays in Salesforce
Deals close faster with less friction

Zero Data Exposure Ever

Standalone e-signature tools send your documents to external servers. With Dochly, everything stays inside Salesforce your data never leaves your org.

No data sent to external servers
Protected by Salesforce security model
Compliant with enterprise data policies

Save on Subscription Costs

Standalone e-signature tools charge per envelope or per user costs that add up fast. Dochly includes native e-signature as part of the platform at no extra charge.

No per-envelope or per-user fees
Included with Dochly one platform
Cancel costly standalone subscriptions

Legally Binding on Any Device

Dochly e-signatures are legally binding and compliant signers can sign from any device, anywhere in the world, with a complete audit trail stored in Salesforce.

Sign from desktop, mobile or tablet
Legally binding under ESIGN, UETA & eIDAS
Full audit trail stored in Salesforce
100% Native Salesforce

The Smarter Way to Collect
Salesforce E-Signatures

Stop paying for a separate e-signature tool and start collecting legally binding signatures natively inside Salesforce faster, safer, and cheaper.

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Dochly — Native Salesforce E-Signature: How It Works

Native Salesforce E-Signature
in 3 Simple Steps

From generating your document to collecting a legally binding signature all inside Salesforce in minutes.

Salesforce — Dochly Document Generation
1
Step One

Generate your document from Salesforce

Generate any Salesforce document proposal, contract, MSA, NDA directly from the CRM record using Dochly, then click Send for Signature in one click.

Generate PDF or HTML document
One click from any Salesforce record
No external tools needed
Step Two

Add signers & set signing order

Add one or multiple signers, define the order they need to sign, and send all from inside Salesforce. Signers receive an email and can sign from any device.

Add up to 20 signers
Set the exact signing order
Sign from desktop, mobile or tablet
2
Dochly — Add Signers
Dochly — Signed & Stored
3
Step Three

Signed & stored back in Salesforce automatically

Once all parties have signed, the completed document is automatically stored back to the Salesforce record with a full audit trail, timestamps and no manual filing needed.

Auto-stored to the right Salesforce record
Complete audit trail saved automatically
Zero data ever leaves Salesforce
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No credit card • Setup in 5 minutes • Cancel anytime

How Salesforce Teams Use Native
E-Signature with Dochly

From sales contracts to HR onboarding see how teams collect signatures inside Salesforce without any external tools.

Sales Teams

Close Deals Faster with E-Signed Contracts

Sales reps generate proposals and contracts from Salesforce Opportunities and send them for signature in one click, no switching tools, no chasing documents across platforms.

Proposals signed same day as sent
Signed contracts stored to Opportunity
No external tools or logins needed
Legal Teams

Multi-Party Contract Signing with Audit Trails

Legal teams manage complex multi-party signing workflows NDAs, MSAs, service agreements with defined signing orders, automatic reminders and complete audit trails in Salesforce.

Defined sequential signing order
Full audit trail stored in Salesforce
Automatic reminders for pending signers
HR Teams

Employee Contracts & Onboarding Documents

HR teams generate employment contracts, offer letters and onboarding documents from Salesforce and collect signatures from new hires all stored automatically to the right record.

Employment contracts signed digitally
Onboarding forms completed before day one
All stored to Salesforce automatically
Finance Teams

Invoices & Financial Agreements Signed Fast

Finance teams send invoices, payment agreements and financial documents for signature directly from Salesforce reducing payment delays and keeping everything in one secure place.

Payment agreements signed same day
Reduces invoice approval delays
All stored to Salesforce Account record

Ready to collect signatures natively inside Salesforce?

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Salesforce Teams Love Native
E-Signature with Dochly

See what sales, legal and operations teams say about collecting signatures natively inside Salesforce.

★★★★★

We used to send contracts out to a separate signing tool and then manually download and re-upload to Salesforce. With Dochly, the whole process happens inside Salesforce. Our contract cycle went from 3 days to same day.

JM
James Mitchell
VP of Sales · TechGroup
Verified User
★★★★★

The multi-party signing with defined order was exactly what our legal team needed. We have contracts that require CEO, Legal, and CFO sign in sequence — Dochly handles it automatically, all inside Salesforce.

LP
Lisa Park
Legal Director · FinanceCo
Verified User
★★★★★

We cancelled our separate e-signature subscription after switching to Dochly. Not only did we save money — the experience is better because everything stays in Salesforce where our team already works.

RK
Rachel Kim
Operations Manager · SaaSCorp
Verified User
★★★★★

Our HR team now sends employment contracts from Salesforce and new hires sign on their phones before day one. Signed documents go straight back to the record. Setup took 20 minutes.

DW
David Wong
HR Director · CloudScale
Verified User
★★★★★

The audit trail stored directly in Salesforce solved our compliance headache. Every signature has a timestamp, IP address and full history — all accessible from the record without any external tools.

SB
Sophie Brown
Compliance Lead · RegTech
Verified User
★★★★★

I was sceptical at first but Dochly's native e-signature genuinely replaced our entire signing workflow. Generate, send, sign and store — all in Salesforce. No logins to other platforms ever again.

AT
Adam Torres
Salesforce Admin · GrowthCo
Verified User
Advanced Capabilities

Enterprise-Grade E-Signature
Built Inside Salesforce

Beyond basic signing Dochly's native e-signature delivers enterprise security, flexible field types, and tamper-evident audit trails without leaving your org.

12 types
Signature Field Types
Signature, Initials, Date, Name, Title, Company, Text, Number, Email, Phone, Checkbox, Dropdown
3 methods
Signer Authentication
Tokenized link, emailed OTP, or sender-defined access code
5 roles
Signer Role Types
Signer, Approver, Reviewer, CC, and In-Person signer
20+ events
Audit Trail Events
IP, geolocation, user-agent, SHA-256 hash, and sequence number per event
3 Auth Methods

Flexible Signer Authentication

Control how signers verify their identity before accessing a document from frictionless tokenized links for internal teams to OTP and access codes for sensitive agreements.

  • Tokenized link — one-click access via secure email link, no login required
  • Emailed OTP — one-time passcode sent to signer's email before access
  • Access code — sender-defined passcode shared with the signer out-of-band
Tamper-Evident

20+ Event Audit Trail & Certificate of Completion

Every envelope action is logged with IP address, geolocation, user-agent, a SHA-256 document hash, and a sequence number. The Certificate of Completion binds the full audit trail PDF to the final signed document.

  • 20+ event types — sent, viewed, signed, declined, voided, and more
  • SHA-256 hash of the final PDF proves document integrity
  • Certificate of Completion stored back to Salesforce record
  • Supports ESIGN, UETA, and eIDAS compliance requirements
12 Field Types

Rich Signature Field Library

Place any combination of 12 field types anywhere in your document templates assign each field to the correct signer role so the right person fills in the right field.

  • Signature, Initials, Date, Name, Title, Company
  • Text, Number, Email, Phone, Checkbox, Dropdown
  • Each field assigned to a specific signer role
  • Signed field data written back to Salesforce fields
5 Signer Roles

Flexible Routing & Signer Roles

Go beyond basic signing order. Assign parties as Signers, Approvers, Reviewers, CC recipients, or In-Person signers and route envelopes sequentially, in parallel, or in mixed combinations.

  • Sequential each party signs in turn, in defined order
  • Parallel — all parties notified and can sign simultaneously
  • Mixed — combine sequential and parallel across parties
  • Approver, Reviewer, and CC roles need no signature field

All 5 Signer Role Types

Signer
Signer
Draws or types a signature in assigned fields. The standard signing role for most use cases.
Approver
Approver
Types their name as a typed attestation. Used for internal approvals that don't require a drawn signature.
Reviewer
Reviewer
Read-only access to the document. Receives a copy and is tracked in the audit trail but does not sign.
CC
CC (Carbon Copy)
Receives a copy of the document when the envelope is fully signed. No action required from them.
In-Person
In-Person Signer
Managed by a host who hands the device to the in-person signer. Ideal for field sales, clinics, or branch offices where the signer isn't online.
Get Started Today

Collect Signatures Natively
Inside Salesforce.
Starting Today.

Dochly's native Salesforce e-signature lets you generate, send and collect legally binding signatures all without leaving Salesforce or paying for extra tools.

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No credit card required Setup in 5 minutes 100% Salesforce native Cancel anytime
Multi-Party Signing
Up to 20 signers per envelope
Real-Time Tracking
Live status on every Salesforce record
Auto-Store Signed Docs
Stored to Salesforce record automatically
Document Generation
PDF & HTML from Salesforce data
Conditional Logic
Right content for every document automatically
Batch Processing
Generate thousands of documents at once

Still Signing Documents Outside Salesforce?

Dochly brings the entire signing workflow inside Salesforce — generate, send, sign and store. No switching tools, no data exposure, no extra subscriptions.

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Salesforce E-Signature
Your Questions Answered

Everything you need to know about collecting legally binding e-signatures natively inside Salesforce with Dochly.

What is native Salesforce e-signature?

Native Salesforce e-signature means the entire signing process generating the document, sending for signature, tracking status, and storing the signed document happens completely inside your Salesforce org. No data is sent to external servers, no third-party tools are required, and no external logins are needed. Dochly is built 100% natively inside Salesforce.

Are Dochly e-signatures legally binding?

Yes. Dochly e-signatures are legally binding under ESIGN, UETA, and eIDAS. Each signature includes a full audit trail with timestamps, IP addresses, and signer identity all stored directly in Salesforce for compliance and legal purposes.

Can multiple people sign the same Salesforce document?

Yes. Dochly supports multi-party signing you can add up to 20 signers per envelope and define the exact order they need to sign. Each signer receives an email notification when it's their turn, and you can track the status of every signer in real time from the Salesforce record.

Can signers sign from mobile or tablet?

Yes. Signers can sign from any device desktop, mobile, or tablet — without needing a Salesforce account or Dochly login. They receive an email with a signing link and can complete the signature in seconds from any device, anywhere in the world.

Where are signed documents stored?

Signed documents are automatically stored back to the right Salesforce record no manual filing needed. Because Dochly is 100% native to Salesforce, your signed documents never leave your org. They are accessible to your whole team directly from the Salesforce record they were generated from.

Does Dochly send automatic reminders to signers?

Yes. Dochly automatically sends reminder emails to signers who have not yet completed their signature so you never need to manually chase anyone. You can also see the real-time status of every signer directly from the Salesforce record at any time.

Does native e-signature work with Dochly's document generation?

Yes, they work together seamlessly. You can generate any Salesforce document using Dochly's document generation and send it for e-signature in the same workflow, from the same Salesforce record, in one click. No switching between tools or platforms needed.

Is Salesforce e-signature available in Dochly's free trial?

Yes. Native Salesforce e-signature is fully included in Dochly's free trial. Install from Salesforce AppExchange, generate your first document and send it for signature the same day no credit card required, no lengthy setup, no developer needed.