Document Generation & eSign
Foxit for Salesforce®
Change the way you document
Unleash the power of unlimited document generation and eSigning within Salesforce. Choose between our bespoke packages for document generation or a full document management suite. Both packages are purpose-built and designed to streamline your workflows, ensure compliance, and effortlessly secure your documents.
SEAMLESS SOLUTIONS
Automatically merge Salesforce data to your template with text tags for faster and cleaner template creation.
Generate dynamic tables with organized data, grouping, and field totals seamlessly integrated with existing quotes, price books, and products.
Generate documents within any Salesforce layout, a Foxit button placed in any Salesforce object, or automate document generation in Salesforce Flows.
Keep track of all your documents. Generated documents are automatically added to the account, opportunity, contact, or other object as a downloadable PDF file.
Dynamically build templates using Document Generation features or upload your own. Ask about our White Glove template service.
Send documents within any Salesforce layout, a Foxit button placed in any Salesforce object, or automate document sending in Salesforce Flows.
Signed documents are immediately saved to Salesforce. Plus, information typed into document fields can automatically update Salesforce fields.
Track documents sent for signature with real-time updates on document status. Set automated reminders, notifications, and more.
SOC 2 Type 2 compliant, robust encryption, data localization and compliances like HIPAA, CCPA, ESIGN, FERPA, FINRA, UETA, EIDAS, GDPR, 21 CFR Part 10.
Signed documents are instantly saved to Salesforce along with their signature certificate and complete audit trail.
Automate document sending with Salesforce Flows. Automatically send an NDA when a lead is changed to an opportunity.
Generate documents automatically based on triggers completed with Salesforce Flows. Generate a quote form for approval when a lead is changed to opportunity.
Generate documents automatically based on triggers completed with Salesforce Flows. Generate a quote form for approval when a lead is changed to opportunity.
MANAGE DOCUMENTS EASILY
Package Options
Foxit for Salesforce offers award-winning document generation and eSign solutions, empowering organizations within the CRM. Create documents natively inside Salesforce or opt for comprehensive document management capabilities including document generation, eSigning, tracking, compliance, and security. Our versatile solution provides extensive automation options for your team's workflows.
Document Generation
WHAT'S INCLUDED
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Unlimited Document Generation
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Unlimited Templates
- *10 user minimum
Document Generation & eSign
WHAT'S INCLUDED
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Unlimited Document Generation
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Unlimited Templates
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Unlimited Envelopes
- *Extra Discounts Available to Foxit eSign Enterprise Accounts
- *10 user minimum
Foxit for Salesforce®
Document Generation
Document Generation & eSign
Features
Document Generation
Generate documents on demand or with Salesforce Flows.
Dynamic Tables
Generate dynamic tables with correct formatting and row count with data grouping options and calculations.
Automatic Field Mapping
Automatically map Salesforce fields to your template with a naming convention.
Document Generation Widget
Our optional Document Generation Widget is available through Salesforce Experience Builder and can be placed in the task pane for easy access.
Salesforce Flows
Use Salesforce flows to Send documents for eSignature (Send feature requires the eSign package), generate documents automatically, and Update Salesforce fields based on document statuses.
eSignature Workflows
Send templates and generated documents for legally binding eSignature within Salesforce.
Compliance
Worldwide compliance options simplified. Foxit compliance options include HIPAA, CCPA, ESIGN, FERPA, FINRA, UETA, EIDAS, GDPR, 21 CFR Part 11, and more.
Security
Foxit eSign is SOC 2 Type 2 compliant, with robust encryption, data localization, and more.
Authentication
Signer authentication made easy with options including Two-Factor Authentication (2FA), Knowledge-Based Authentication (KBA), password authentication, Qualified Electronic Signature (QES), email verification, and more.
Document Tracking
Track documents sent for signature with real-time updates on document status. Set automated reminders, notifications, and more.
Auditing Features
Completed documents are automatically returned to the Salesforce account, opportunity, contact, or other object where it was originally sent from. The document is saved as a PDF with a legally binding signature certificate and complete audit trail.
Document Write-back
Automatically update fields in Salesforce with mapped field data from completed documents. For example, when the signer types their phone number into the document it will update the contact phone number field in Salesforce.
eSign Widget
Our optional Send for eSign Widget is available through Salesforce Experience Builder and can be placed in the task pane for easy access.
SEE FOR YOURSELF
Videos
EASIER THAN EVER
Resources
WE'RE CONSTANTLY GROWING
What's New
Our development team is working around the clock to enhance and expand the Foxit for Salesforce integration. Updates are regularly completed and feedback from our customers help us turn great into greater. If you would like to know more about the latest and greatest from our development team, click the link below to see what we have been working on.
Luca Benini.Financial Services
Mohammad G.Freelance Translator English
April B.Sr. Manager, Marina Management Systems
Muni K.Inclusive Housing Cohort MemberLET'S WORK TOGETHER
Partners
Unlock exciting opportunities by becoming a Foxit for Salesforce Partner! Gain access to exclusive benefits while driving business to our innovative solution when you join our partner network. Our partners receive revenue share for every referral customer, creating a mutually beneficial partnership. Accelerate your success and maximize your profitability potential. Sign up now and start making an impact today!
