Salesforce Native Document Generation and eSign Application

EasySign is a Salesforce native document generation and eSign software solution built to simplify document workflows directly within Salesforce. Easily create templates, generate PDFs, and send documents for certified digital signing without relying on external applications, envelope limits, or hidden fees. Because EasySign is fully Salesforce native, your team can easily manage documents, approvals, and signing workflows from one organized platform.

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From blank page to signed contract in minutes, without leaving Salesforce

Easily build a document or select an existing template, merge your own Salesforce record data into it, send it, and get it back signed and filed.

One platform - no integration, no envelope fees, no data leaving your org.

Build it

Easily drag your document components onto a page to build your document, then merge your Salesforce data in simply with our merge field picker that only presents fields you can actually use. No HTML, no template language, no confusing syntax to generate your fields.

Send it

Pick a template, add the people, link it to the record. One recipient or two thousand — and no envelope fees at any volume. You see what every recipient’s document will say before it goes.

sign it

Recipients securely sign in their browser on any device. No account to create, no app to install, and the signed copy comes back with a full audit trail.

Count it

The moment the last signature lands, the deal is done and filed on the record where it belongs. From builder to closed deal in minutes. Signed envelopes mean completed transactions and another data point at your fingertips.

easily Build Dynamic documents without writing HTML

Drag headings, text, images and signature areas onto the page. Insert Salesforce merge fields from a picker that only offers what your recipient can actually reach — so a field either resolves or never appears. Preview with real records while building to ensure you have a functioning template before it goes live.

Easily bring salesforce data into your documents

EasySign starts with the recipient and works outward—from Contact to Account, Account to Opportunity, and beyond. It supports both standard and custom objects, as long as the data relates back to a recipient, whether a Contact or Lead.

Our builder-friendly merge-field picker makes it easy to find and add the Salesforce data you need. Create documents for mass delivery, such as account statements that pull information from multiple objects, or generate highly customized contracts for individual recipients—all within one flexible platform built around your business.

You can also use Salesforce Flow to automatically generate, merge, and send documents, helping you streamline even more of your document processes.

NOTHING LEAVES WITHOUT QA

Every send passes through built-in guards first. EasySign checks each recipient's document one at a time, flags empty merge fields right in the preview, and stops the send outright if a document cannot be produced. You approve the rest with the finished document in front of you — and once it sends, it is frozen.

Send to one person, or two thousand

A short wizard: pick the template, add the people, link it to the records it belongs to, review the finished document, send. Search by name or account, or pull everybody straight out of one of your own list views.

No envelope fees, ever. Hand off 500 in seconds — they deliver in the background. The only ceiling is your own Salesforce email limit; one you already have.

Legally Binding & Secure

EasySign is designed for E-SIGN Act, UETA, and HIPAA compliance. Your data never leaves Salesforce — protected by AES-256 encryption with full audit trails including timestamps, IP addresses, and signature capture.