DocuSign eSignature for Salesforce
• Maximize your Salesforce investment and streamline your agreement processes intelligently with the world’s most trusted eSignature solution for the world’s #1 CRM. • Send agreements for signatures: Send agreements directly to Salesforce contacts or specify email addresses. Include messages, reminders, and authentication options. • Create agreements with Salesforce data: Create agreements with Docusign templates that pull in any Salesforce data saved on that record with merge fields. • Responsive signing: Signers on mobile phones can access a parallel version of the document that automatically adapts its formatting to the device’s size and orientation. • Salesforce data writeback: Signed documents and signer-provided data is automatically written back to Salesforce. • Clicks-not-code configuration: Our modern UI ensures that your team can deploy quickly without complex integrations across Sales, Service, Financial Services, Experience, and Government Cloud. • Docusign eSignature meets compliance standards - including ISO 27001-certified, HIPAA, 21 CFR Part 11, Sarbanes-Oxley and FedRAMP - and provides SOC-audited data center and full encryption for all archived documents.
Top keywords
- salesforce6×3.73%
- data5×3.11%
- agreements4×2.48%
- salesforce data3×1.86%
- automatically2×1.24%
- documents2×1.24%
- docusign2×1.24%
- esignature2×1.24%
- send2×1.24%
- send agreements2×1.24%
- world2×1.24%
FinDock - Payments on Salesforce
THE PAYMENT ENGINE FOR SALESFORCE FinDock connects payments to Salesforce so every team sees the full picture. Customers get easy ways to pay. Finance gets clean records. Operations stops chasing payments manually. Trusted by financial services organisations, insurers, nonprofits and commercial enterprises. Works with Salesforce ERP solutions including Certinia. WHAT IT DOES: - Accept one-time, recurring, and Direct Debit payments - Send payment requests and give customers a link to pay - Automatically follow up on missed or failed payments - Take payments by phone, QR code, online or in person - Match incoming bank payments to Salesforce records automatically PAYMENT PROVIDERS: Stripe, Adyen, Authorize.net, PayPal, Worldpay, GoCardless, Mollie, Buckaroo, Axerve, Checkout.com, Redsys, SmartDebit, FinDock (native direct debit), Tikkie, Vipps MobilePay, Swish, Saferpay, Paya HOW YOUR CUSTOMERS CAN PAY: Card, Direct Debit, bank transfer, Apple Pay, Google Pay, PayPal, mobile payment apps, and local payment methods across Europe, the US, and the Nordics. FinDock is built natively on Salesforce, ISO 27001 and PCI DSS 4.0 certified, GDPR compliant, and WCAG accessible.
Top keywords
- payments6×3.45%
- pay5×2.87%
- payment5×2.87%
- salesforce5×2.87%
- customers3×1.72%
- debit3×1.72%
- direct3×1.72%
- direct debit3×1.72%
