Salesforce Document Generation and eSign Software

EasySign is a Salesforce 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 manage documents, approvals, and signing workflows from one organized platform.

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One Solution for all of your document Management Needs - Not just an Esign platform, a complete document creation & management system.

Features:

One-Click Sending - Send signature requests directly from any Salesforce record

Multi-Signer Routing - Route documents to multiple signers in sequence

Real-Time Tracking - See signature status on records instantly

Mobile Signing - Signers complete on any device — no app download

Merge Fields - Auto-populate documents with Salesforce data

Audit Trail - Complete history with IP, timestamp, and signature capture

Template Builder - Drag-and-drop document creation

Instant Updates - Platform Events sync records the moment signatures complete

Complete Custom Object Support - Use data from your businesses unique custom objects to generate dynamic documents specific to your business.

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It’s Easy to choose EasySign over the competition, here’s why

  
      Feature
      EasySign
      PandaDoc / DocuSign
    
      Native Salesforce
      ✅ 100% Native
      ❌ Requires Integration
    
      Data Stays in Salesforce
      ✅ Always
      ❌ Synced to External Servers
    
      Setup Time
      ✅ Minutes
      ❌ Hours/Days
    
      Real-Time Record Updates
      ✅ Platform Events
      ❌ Polling/Delayed Sync
    
      Envelope Limits
      ✅ No Envelope Limits
      ❌ Envelope Limits Apply
    
      Document Generation
      ✅ Built-In PDF Generation
      ❌ Requires Separate Tool / Add-On
    
      Internal Storage
      ✅ Stored Directly in Salesforce
      ❌ Stored on External Servers
    
      Additional Cost
      ✅ One Price of $40 per User
      ❌ Per-User + Integration Fees

Feature	EasySign	PandaDoc / DocuSign
Native Salesforce	✅ 100% Native	❌ Requires Integration
Data Stays in Salesforce	✅ Always	❌ Synced to External Servers
Setup Time	✅ Minutes	❌ Hours/Days
Real-Time Record Updates	✅ Platform Events	❌ Polling/Delayed Sync
Envelope Limits	✅ No Envelope Limits	❌ Envelope Limits Apply
Document Generation	✅ Built-In PDF Generation	❌ Requires Separate Tool / Add-On
Internal Storage	✅ Stored Directly in Salesforce	❌ Stored on External Servers
Additional Cost	✅ One Price of $40 per User	❌ Per-User + Integration Fees

EasySign keeps everything in Salesforce. Create, send, and track signatures from the same place you manage your pipeline. When they sign, your records update instantly.

Easily and quickly build templates merging important customer data. Any template can be sent as an Email, Generate a PDF, or Generate a document for Digital Signing. Built off of the Salesforce Lightning Template Framework.

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.