Foxit for Salesforce | Document Generation & eSign is an integrated solution designed to streamline your document workflows within Salesforce, enhancing productivity and efficiency.

• Seamless Document Generation: Effortlessly create polished documents such as quotes, invoices, and agreements directly within Salesforce, utilizing your own templates without the need for coding.
• Legally Binding eSignatures: Incorporate secure and compliant eSignature capabilities into your workflows, ensuring all documents are legally binding and adhere to global standards.
• Advanced Workflow Automation: Utilize custom actions and triggers to automate document generation, sending, field updates, and data write-backs at any point in your workflow, enhancing operational efficiency.
• Real-Time Document Tracking: Monitor the status of your documents throughout all stages of completion, receive real-time updates, and set automated reminders to ensure timely actions.
• Comprehensive Security and Compliance: Maintain the highest security standards with encryption and authentication methods that comply with regulations such as HIPAA, eIDAS, ESIGN, and UETA, safeguarding sensitive information.
• Integration with Salesforce Flows: Enhance your CRM capabilities by integrating with Salesforce Flows, allowing for a multitude of automation options tailored to your business needs.
• User-Friendly Interface: Benefit from an intuitive interface that simplifies document creation and eSigning processes, reducing the learning curve and increasing adoption rates among team members.
• Mobile Accessibility: Enable recipients to sign documents from any device without the need for additional applications or sign-ups, facilitating a seamless signing experience.
• Dynamic Table Generation: Automatically generate organized tables within your documents, complete with data grouping and field calculations, ensuring accuracy and professionalism.
• Custom Branding Options: Maintain brand consistency by customizing documents with your company's logos, colors, and personalized text, enhancing brand recognition and trust.