An intuitive eSignature solution that lets you send, sign and store documents. Dropbox Sign integrates seamlessly with Salesforce to automate the entire eSignature process. There is a cost of $5 per User per Month.
If you would like improveit 360 to setup the integration the cost is $1000 and includes signature functionality on the Sales Appointment, Quote and Sale objects. If your company wants to capture signatures on other Object documents, there is an additional setup cost of $250 per Object.
HelloSign/DropBox Sign Help Document
Installing Dropbox Sign for Salesforce from the App Exchange.
- Install Dropbox Sign for Salesforce from the Salesforce AppExchange into a sandbox.
- Click “Get It Now”
- If prompted to log in with Trailblazer.me you can follow here.
- Install for All Users
- Approve Third-Party Access
- You will be notified via email when the package has completed installation
Creating a Dropbox Sign for Salesforce Free Trial
If you don’t have a Dropbox Sign account you can create one from our Dropbox Sign Settings tab. On the Quick Access page or Connect to Dropbox Sign page we have a Create an Account link. The following steps outline how to create a Dropbox Sign Account.
- Navigate to the Dropbox Sign Settings tab:
- On the Quick Access page click Create an Account
- Your Salesforce user email as your Dropbox Sign email needs to match to establish a connection between Salesforce and Dropbox Sign
- Click Create Account
- You will receive a verification email in which you will set your Dropbox Sign account password
- Click Verify Email
- Set your Dropbox Sign account password and click continue
- You are now logged in to our Dropbox Sign web app
- Navigate back to Salesforce and click Connect
- You will either be prompted to enter your email and password, or if you are still logged into your Dropbox Sign account you will be automatically connected
Connecting Dropbox Sign to Salesforce
With Dropbox Sign for Salesforce you only need to establish a single connection between your Dropbox Sign account and Salesforce account. It is important to note that all templates created, and signature requests sent are handled by your connected user. We recommend that once you have gone live that you maintain the same connected user. Switching users will prevent open signature requests from being completed in Salesforce, and existing templates will be inaccessible.
- Navigate to the Dropbox Sign Settings tab
- On the Connect to Dropbox Sign page click Connect
- When prompted login to Dropbox Sign. Your Salesforce email (not username) and Dropbox Sign email must match. If you are not prompted it is likely you are already signed in to Dropbox Sign.
- Returned to Connect to Dropbox Sign page
Adding Dropbox Sign on custom objects
- Setup> Objects and Fields>Object Manager>Dropbox Sign Signature Request
- Fields & Relationships>New
- Data Type = Lookup Relationship, click Next
- On the field creation screen
- Related To = Quote, Click Next
- Field Label = Quote
- Field Name = Quote
- Click Next
- Set Security for the field (it must be visible and writeable for users of Dropbox Sign), Click Next
- Add field to Dropbox Sign Document Status Layout and HelloSign Document Status Layout
- Add Dropbox Sign Signature Requests related list to the page layouts
- Click Save
Create VF page for the Quote Object
- Setup>Custom Code>Visualforce Pages>New
- On Visualforce Page creation screen
- Label = HelloSignQuote
- Name = HelloSignQuote
- Available for SF Mobile and Lightning pages = checked
- Visualforce Markup = delete placeholder code with code below:
<apex:page standardController="i360core__Quote__c" extensions="HelloSign.HSignActionExtension" action="{!action}"></apex:page>
- Click Save
Create a Use Dropbox Sign button
- Setup>Objects and Fields > Object Manager>Quote>Buttons, Links and Actions>New Button or Link
- On the Button creation screen
- Label = Use HelloSign
- Name = Use_HelloSign
- Display Type = Detail Page Button
- Behavior = Display in existing window without sidebar
- Content Source = Visualforce page
- Content = HelloSignAction (the VF page created prior)
Add Use Dropbox Sign button to page layout(s)
- Setup>Object Manager>Quote>Page Layouts
- Mobile & Lightning Actions
- Add Use HelloSign onto Salesforce Mobile and Lightning Experience Actions
- Save
Configure the Quote Object in the HelloSign Settings tab
- Open the DropBox Signature Settings tab
- Click Supported Objects on the left navigation pane
Configure a Template for HelloSign
- Click Use HelloSign
- Under Create a template click Start
- Enter a Template name and adjust the Delivery if necessary
- Select the File Attached to Record as the File Source. Optionally, you can enter a key phrase to grab the appropriate file.
- ex. if your team has multiple Files saved on the same record, this can help HelloSign grab the right document for signing. Instead of grabbing the last File that was attached, it will grab the last File that was attached where the name contains "Quote"
- Configure your Recipients. Anything entered here will be the default. If Contact and Users' defaults are blank, you can select it when you send the template.
- Enter a message for your customer to receive when signing the document
- Click Publish to make your template available
- Test your template out by using our PDF Generator tool, click on a document and Save to Record
- Once your File is saved, click Use HelloSign
- Under Use a template, select your template and click Start
- Select the appropriate option manual entry/Contacts/Users in your system and make adjustments to the Message if needed. Once completed, click Preview Document.
- Drag and drop fields from the left-hand side of the screen to pull signatures, dates, etc. onto the document
- Then click Send for signature
- Each signer will receive an email for Signing
- Once all parties have signed, a new File will be uploaded onto the record.
- The Dropbox Sign Signature Requests will store a record of all signatures related to that record's files and the Completed File URL
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