Dynamically pull Salesforce field values into the document for pre-filling. After the document is signed, selected values (e.g., updated address or order quantity) are automatically written back to Salesforce. This bidirectional data sync keeps your records current.
A built-in “Support” tab allows users to raise tickets directly from the app. The EruditeWorks support team responds within 24 hours, ensuring that any issues are addressed quickly.
EW Sign uses SHA-256 encrypted token-based authentication for all API requests. This ensures robust data security and controlled access to e-signature functionality within the Salesforce environment.
Super Admin
Once Salesforce user assigned at installation - Manages configuration, branding, and user setup and that user cannot be deleted.
Admin
Full access to all features. Can add other Admins and Users.
User
Can send documents from records and use templates but cannot create templates or access admin settings.
Design documents with a visual editor that supports fields like signatures, date, checkboxes, emails, text, picklists. Map them to Salesforce fields with zero code.
Support for sequential, parallel, in-person, and either-party-first flows gives you complete control over how your documents are signed.
Monitor signing activity across templates, users, and document statuses like completed, pending, expired, or rejected—all from a single dashboard.
Pre-fill documents using Salesforce field data and automatically update records after signing. Keep your CRM always in sync.
Import templates from Google Drive, use built-in ones, or create your own DOCX/PDF templates with smart merge tags.
Every action is tracked: who signed, when, where, and from what device. Full audit logs ensure compliance and accountability.
Customize all user-facing components—emails, signature requests, and UI—with your brand logo, theme, and message.
Assign roles like Super Admin, Admin, or User to manage access and maintain governance over document workflows.
All API interactions are encrypted with SHA-256 tokens, ensuring high-level security for sensitive signature operations.
By allowing your team to send and sign documents without leaving Salesforce, EW Sign shortens deal cycles and accelerates revenue. No switching platforms, no delays — just quick turnaround on every agreement.
With flat-rate pricing and unlimited usage, EW Sign calculates cost per-user or per-document. This leads to predictable expenses and significant long-term savings.
Every document is tracked with timestamps, IP addresses, and user actions, making audits stress-free. Legal, HR, and finance teams get a clear, defensible trail for every signature.
HR and Ops teams can onboard new hires, partners, and vendors in minutes — not days. Preloaded templates and autofill capabilities reduce back-and-forth and paperwork errors.
With full white-label branding, your company logo, colors, and messaging are front and center on every document and email — reinforcing brand professionalism with clients and partners.
Sales, legal, HR, and finance teams can work faster and smarter with built-in document status tracking, signer flows, and templates — all from within Salesforce. No training required.
Got Questions? We’ve Got Answers!
What is EW Sign?
Can I send documents for e-signature from any object in Salesforce?
Does EW Sign support multiple signers and signing flows?
Can I use templates to streamline document creation?
Is there a drag-and-drop editor for designing documents?
Contact Info
Phone: +91 99092 40666
Email: marketing@eruditeworks.com
Address: 4542/U3 Dev Arcade Taluka Jalalpore, Navsari, Gujarat 396450.
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