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Integrations
Salesforce

Close deals faster with automated eSignatures in Salesforce

Spend less time converting documents and more time converting sales with just a click of a button. With our pre-built Salesforce integration, sales teams can boost productivity by 31% while efficiently managing their agreements.

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Boost your sales team's productivity

Dropbox Sign integrates seamlessly with Salesforce to automate the entire eSignature process—from initial preparation to final steps—in just minutes. This efficiency allows your team to focus on closing deals over updating records and chasing down signatures.

Boost your sales team's productivity

Dropbox Sign integrates seamlessly with Salesforce to automate the entire eSignature process—from initial preparation to final steps—in just minutes. This efficiency allows your team to focus on closing deals over updating records and chasing down signatures.

Give valued customers the experience they deserve

Simplifying the customer experience significantly increases sales potential. Our intuitive interface enables sales reps to provide customers a more professional, convenient way to quickly sign contracts and documents.

Give valued customers the experience they deserve

Simplifying the customer experience significantly increases sales potential. Our intuitive interface enables sales reps to provide customers a more professional, convenient way to quickly sign contracts and documents.

Improve completion rates

Pre-populated documents, smart template selection, and embedded eSignatures can all be setup within minutes.

Your teams can effortlessly navigate these features, cutting down on mistakes and ensuring they can get contracts completed at lightning-speed, without the fuss.

Improve completion rates

Pre-populated documents, smart template selection, and embedded eSignatures can all be setup within minutes.

Your teams can effortlessly navigate these features, cutting down on mistakes and ensuring they can get contracts completed at lightning-speed, without the fuss.

Cut down on the paperwork and build your sales pipeline faster with Dropbox Sign

Empower sales reps to seal deals, not chase paperwork

Your sales reps are wasting time on paperwork and admin. Instead, give them back 2.5 hours a week to build pipeline, thanks to Dropbox Sign.

Our eSignature solution enables your team to merge Salesforce data onto your contracts, autofill contracts with Salesforce data, and optimize your sales process.

It all makes for faster, easier signing, and more closed contracts.

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Implement with just a few clicks

Users, admins, and signers don't want to waste time figuring out how to use and set up eSignature software.

With Dropbox Sign, admins are up and running in only a few clicks. So your team can start sending quotes out for signature right away.

View on AppExchange
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Save time with reusable Salesforce templates

Generate sales agreements quickly and save them as eSignature templates in Salesforce.

There’s no need to start from scratch each sale—simply create templates for your frequently-used documents, and reuse them whenever needed. All from directly within Salesforce.

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Solutions that drive measurable results

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See how Dropbox Sign for Salesforce works

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"The changeover to Dropbox Sign for Salesforce was seamless. Our hundreds of users didn’t even notice the transition and we’ve had minimal support requests compared to the previous application."
View case study
Shelley Glueckert
Director, Salesforce Automation at Vivial
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“The amount of time Dropbox Sign and Dropbox has saved our company is incredible. We’re able to free up hundreds of hours spent on paperwork and file management, allowing us to get creative done faster.”
Matt Seigel,
President, Collier.Simon

Frequently asked questions

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Where can I find the latest version of the Dropbox Sign for Salesforce integration?

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The latest version of the Dropbox Sign for Salesforce integration can be found on the Salesforce AppExchange.

How do I connect Dropbox Sign and Salesforce?

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  1. To connect to Dropbox Sign, go to the "Dropbox Sign Settings" tab.
  2. On the Dropbox Sign settings tab, click on "Connect".
  3. Allow Access to the Dropbox Sign integration.
  4. If you are not already logged in at sign.dropbox.com, you will see a login page.
  5. If you were previously logged in with the correct account, you will see this confirmation. Click on "Grant".
  6. If the connection was successful, you will see a message confirming some things to note.

For more information, and help with troubleshooting, take a look at our Help Center article: ”How to connect to Dropbox Sign and Troubleshoot Connection Issues in Salesforce”.

Resources

Gmail inbox using Dropbox Sign.

Discover the Dropbox Sign for Gmail integration

Save time by filling out and signing attachments directly from your Gmail inbox.

Learn more
eSignatures in Salesforce: The complete guide to getting started editorial illustration

eSignatures in Salesforce: The complete guide to getting started

Learn how the Dropbox Sign Salesforce integration makes the renowned CRM platform even more powerful for sales teams.

Read article
An example of some code being worked on as part of implementing the Dropbox Sign API.

Simplify workflows with our easy-to-use eSignature API

Discover how Dropbox Sign API seamlessly integrates into your application or website.

Learn more

Schedule a live demo with a product specialist

Schedule a demo

Find out how to quickly and easy create esignatures with Dropbox Sign, for free!

Integrating Dropbox Sign with Ruby on Rails: A Step-by-Step Tutorial

Cohort onboarding with Dropbox Sign API

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