Salesforce

Integration By Certinal

Send, sign, and close agreements faster with enterprise-grade eSignatures embedded directly in Salesforce.

Overview

The Certinal Salesforce integration brings secure, compliant eSignatures directly into your CRM workflows. Sales, legal, and operations teams can send, track, and complete agreements without leaving Salesforce, eliminating handoffs and manual follow-ups. Contracts, order forms, NDAs, and approvals move forward at the pace of your deals, not your paperwork. By working inside the system teams already use every day, Certinal ensures adoption is frictionless and processes stay consistent. Leaders gain real-time visibility into agreement status, while IT and compliance teams benefit from centralized control, audit readiness, and enterprise-grade security without adding complexity to the Salesforce environment. 

Highlights

  • Native Salesforce experience
    Send and manage eSignatures directly from Salesforce records without switching tools. 
  • Automated agreement workflows
    Trigger signature requests and reminders automatically as deals progress through stages. 
  • Real-time status visibility
    Track signing progress and completion instantly from within Salesforce dashboards. 
  • Built-in compliance controls
    Ensure every signed document is secure, traceable, and audit-ready by default. 

Benefits

  • Shorter sales cycles
    Reduce delays by removing manual steps and keeping agreements moving in real time. 
  • Higher sales productivity
    Free teams from chasing signatures so they can focus on closing and expanding deals. 
  • Stronger compliance posture
    Maintain consistent signing standards with clear audit trails and policy enforcement. 
  • Better customer experience
    Deliver fast, seamless signing experiences that match modern buyer expectations. 

 

Integrations

Business Applications
Cloud Storage & Collaboration
Communications
Digital Identity & Trust Services
Workflow Automation & iPaaS

Region

Eastern Europe (Poland)
Europe
Global
Latin America
Middle East (UAE)
North America

Department

Compliance
CX
Finance
Government
Healthcare
Healthcare Operations
HR
Identity & Trust
IT
Legal
Operations
Procurement
Procurement Ops
Revenue Ops
Sales
Sales Ops

Use Case

BFSI Enterprise Enterprise (Cross-Industry) Government Healthcare Life Sciences Public Sector SaaS Technology