SAN FRANCISCO (PRWEB) August 09, 2018
HelloSign today announced it has launched an integration with Salesforce CPQ via an updated version of HelloSign for Salesforce on the Salesforce AppExchange, empowering businesses to connect with their customers, partners and employees in new ways. This new integration makes it easier for sales teams to send quotes for eSignature and close deals faster. HelloSign for Salesforce CPQ comes shortly after the launch of HelloSign for the Small Business Hub on the Salesforce AppExchange, illustrating HelloSign’s commitment to small businesses through global enterprises.
Built on the Salesforce Platform, HelloSign now with Salesforce CPQ support is currently available on the AppExchange at: https://appexchange.salesforce.com/listingDetail?listingId=a0N3A00000EFmGIUA1
“Since we launched HelloSign for Salesforce in 2016, we’ve been constantly improving the experience for Salesforce users. We’re focused on eliminating any unnecessary clutter, making the experience completely native and most importantly, making the solution as intuitive as possible,” said Joseph Walla, CEO and co-founder of HelloSign. “Our support for Salesforce CPQ is particularly exciting because for the first time we’re bringing the simplicity and automation of HelloSign eSignature and template functionality to the most critical part of the sales process without having to leave Salesforce. Adding eSignature functionality to the quote-to-cash process is now fully integrated, providing a frictionless end-to-end experience.”
HelloSign for Salesforce is now designed to integrate easily into your Salesforce CPQ implementation. By leveraging CPQ capabilities, HelloSign automatically creates a dynamic signer block (with multi-signer support) that can be mapped to any CPQ template. The HelloSign text tags can be incorporated into CPQ templates ensuring signature information is captured at any necessary point in the quote. The solution delivers speed and flexibility, allowing admins to add HelloSign to Salesforce CPQ in less than a day. Once installed, HelloSign keeps track of eSignature requests and can update opportunities to closed-won when the quote is signed. Once installed, HelloSign detects if the organization is using Salesforce CPQ. If so, an installation link to the HelloSign for Salesforce CPQ extension package will automatically be made available.
HelloSign enables sales teams to decrease turnaround time on contracts while providing their prospects with an intuitive and elegant way to sign. With HelloSign, sales teams can send contracts for signature, track the status of contracts, auto-populate high volume documents with information already stored in Salesforce, create templates without leaving the app, brand signature requests with their company logo and more. HelloSign gives salespeople the features they need to close more contracts faster, all without having to leave Salesforce.
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HelloSign simplifies work for millions of individuals. Over 75,000 companies world-wide trust the HelloSign platform – which includes eSignature, digital workflow and electronic fax solutions with HelloSign, HelloWorks and HelloFax – to automate and manage their most important business transactions. For more information visit http://www.hellosign.com.