Efficiency and time-saving
Utilise signing orders, approval rules, eIDs and auto populated templates to reduce document preparation time.
Salesforce
Use Scrive eSign within Salesforce for a better customer experience and fewer lost deals. Never worry about misplacing a contract or wondering if and when it will be signed.
Integrate Scrive with Salesforce
50% reduction in admin time
A number of customers have seen a reduction of 50% or more in their admin time after switching to Scrive from more manual processes
Double conversion rates
Simplify and streamline your signing processes, making it better for your team and your customers
Paperless processes
We’ve seen customers save over half a million pages of paper each year by using Scrive!
How much could you save?
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Seamless workflow
Manage your entire sales process without leaving Salesforce for a smoother, streamlined experience.
Close deals faster
Real-time updates and document status tracking within Salesforce leads to more consistent conversion.
Simple setup, big wins
Easily customise the integration with Scrive’s simple, intuitive settings, including features like field mapping, data synchronisation, document triggers and file archive.
Secure signatures with eIDs
Achieve regulatory compliance (e.g. eIDAS and GDPR) and raise your security standards by using eIDs for secure and legally binding electronic signatures.
“Being able to set reminders and deadlines and monitor the progress - all these details add up. Salesforce and Scrive give salespeople ownership of the process.”
Andreas Lillebø, Svea Solar CRM Solution Lead
Configure, Price, Quote
Salesforce CPQ is an add-on for creating quotes that provide accurate pricing, taking into consideration any and all product configurations. If you’re using the Scrive app for Salesforce you can add CPQ into your workflows for free today to start saving time and winning more deals immediately. Read more about our CPQ add-on.
Looking to kickstart your
integration journey?
Effortlessly integrate Scrive with your vital tools to streamline the process of sending proposals, contracts, and quotes.
Access all the necessary documentation in our Help Center to get started smoothly.
Frequently Asked Questions (FAQ)
Where do I find the latest integration version?
You can download the latest version of the Scrive for Salesforce integration from the Salesforce AppExchange.
Download from the Salesforce AppExchangeWhere do I learn more about how to configure the Salesforce integration?
If you are keen on leveraging Scrive for Salesforce integration for your business, you can seamlessly set it up without coding expertise.
You’ll find all the essential setup information in our user-friendly Help center article. By following the link provided, you’ll access detailed instructions on configuring the app to suit your needs, as well as explore a demo video that offers a quick introduction to the application.
Do you support deployment in the Sandbox?
Absolutely! You can utilise a fully-functional free trial to test if Scrive aligns with your business requirements without integrating it into your live Salesforce instance.
For more details, refer to our Admin Guide which can be found in the AppExchange documentation section
How can I customise the Salesforce integration?
Our package comes with customisation flexibility out of the box. However, for those who require even more flexibility, you can utilise our classes and methods to custom-build your own solution and integrate it directly into your Salesforce Flows.
Please refer to our Admin Guide PDF document, specifically under section 10 “Custom Development,” which you can find on the AppExchange. This documentation will guide you on how to use and customise the Salesforce package to meet your specific needs
Do I need to buy eIDs (electronic identification) methods separately?
Our seamlessly integrated eIDs offer secure and legally binding electronic signatures, ensuring compliance with regulatory standards such as eIDAS and GDPR. By purchasing eIDs separately, you gain access to these robust authentication methods, enhancing the security and credibility of your electronic transactions.
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