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Integrate eSignatures into your Salesforce workflow in days, not weeks.

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What you get
Close Opportunities in Minutes

Close Opportunities in Minutes

The average turnaround time for a contract is 44 minutes using HelloSign. Seal deals even faster! And it’s customizable to fit your workflow.

Easily Track the Status of Signatures

Easily Track the Status of Signatures

Make it easy to organize and follow-up on any eSignature request in Salesforce. The document status is automatically tracked in the HelloSign Signature Requests section.

Auto-populate High-volume Documents

Auto-populate High-volume Documents

Pre-fill your documents with Salesforce data using templates and merge fields. Create documents only once, then reuse them without ever leaving Salesforce.

How to Sign a Document in 
Salesforce
 with HelloSign
Hellosign signature boxesHellosign signature boxes

You’ll be able to track your documents in the HelloSign Signature Requests section on the lead, contact, opportunity, or account record. Autofill your documents using templates, and we’ll pull in data from your Salesforce fields.

‍

Read our HelloSign for Salesforce Administrator guide to learn about how to get started.

You’ll be able to track your documents in the HelloSign Signature Requests section on the lead, contact, opportunity, or account record. Autofill your documents using templates, and we’ll pull in data from your Salesforce fields.

‍

Read our HelloSign for Salesforce Administrator guide to learn about how to get started.

Heading

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

Button Text

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

"The changeover to HelloSign 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."
Shelley Glueckert
Director, Salesforce Automation at Vivial

Questions about this integration? We have answers.

View our Faq
Schedule a demo
See how HelloSign for Salesforce works
HelloSign + Dropbox

Sign and store any document with HelloSign in Dropbox

Easily send, securely sign, and safely store your most important agreements in one seamless workflow, without leaving Dropbox.
Start free trial with your Dropbox account
Screenshot of the "Send for Signature" feature in Dropbox
A blue box with with a lock in the top right corner and a signature in the bottom left

Keep your business moving with secure paperless signing

Save time and keep your business running with electronic signatures that can be completed quickly, securely and remotely.
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The easiest way to get legally binding eSignatures in Dropbox

Easily send signature requests and sign electronically for any document from start to finish, without leaving Dropbox.
A blue box with folder with a signature on top and a document with a syncing symbol inside

Automate your workflow for your most important agreements

You and your team can automatically organize, safely store and easily access signed documents, in one place.

Send, sign and store - all in Dropbox.

Simply add signers by email address to send out for signature requests.
Screenshot of the Dropbox signer experience
Screenshot of the Dropbox prepare document for signature experience
Easily prep your document by placing fields to specify the sections that need to be signed, dated and more.
Choose your Dropbox folder for your signed document to be automatically saved and safely stored.
Screenshot of storing the signed copy in a Dropbox folder
Screenshot of HelloSign document audit trail
Track your document in Dropbox with notifications of key activities and the events of the signed document with an appended audit trail.
The Dropbox logo (top left), illustraton of a dekstop folder (bottom left) and a series of signatures (right)
"We're excited to bring the power of HelloSign and Dropbox together to simplify and automate important business workflows"
Kevin Chung, Dropbox's Head of Product Partnerships
Illustration of a woman talking on a headset with a speech bubble in their hand
Questions about HelloSign in Dropbox?
We have answers.
Visit our FAQ
Salesforce logo

Integrate eSignatures into your Salesforce workflow in days, not weeks.

Get in touch
A user clicking on the Send for Signature option in the Share dropdown within the Dropbox interface
A stylized icon of a form with a signature and a couple checkboxes

Enable teams to send contracts for signature

Discover how teams are adapting to remote work and increasing complexity by simplifying and speeding up their contract workflows with embedded HelloSign eSignatures and templates in Salesforce.

View guide
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Accelerate your team’s sales process

Enable your sales team to focus on what matters - closing deals. Find out why sales teams are integrating eSignature and CRM workflows to drive business growth without leaving Salesforce.

Get the eBook
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Streamline contract management workflows

Find out how teams operate with speed and agility by eliminating manual processes and leveraging Salesforce workflow automation and contract management. Learn five ways to increase team productivity and scale your business with HelloSign.

Get the eBook
Close deals even faster with eSignatures using the HelloSign Salesforce integration

Sending is faster and more efficient with templates

Create a template directly in HubSpot for contracts that are regularly used and sent. Data from HubSpot is autofilled in the template so you can quickly send contracts to customers for signature.

Automate your entire sales workflow in one place

No more context switching or worrying about errors slowing you down. Build, send, and save contracts directly in HubSpot.

Easy document tracking and organization

See in HubSpot when your document is sent, viewed, or signed. Completed agreements are automatically saved back to HubSpot for seamless organization.

Simple embedded Salesforce eSignatures

Optimize your sales process and get contracts signed without ever leaving Salesforce.

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Fast and easy implementation

Implement up to 2x faster than other eSignature leaders to keep your business and teams moving.

View on App Exchange
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Reusable Salesforce templates save time

Generate sales agreements quickly and save them as eSignature templates in Salesforce to reuse the next time you need them.

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Solutions that drive measurable results
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See how HelloSign for Salesforce works
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"The changeover to HelloSign 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

Frequently asked questions

Questions about HelloSign for 

Salesforce

? We have answers.

Visit our FAQ
Schedule a live demo with a product specialist
Schedule a demo
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Bring the ease of HelloSign eSignatures to your Microsoft Word documents.

Effortlessly sign and send any Microsoft Word document for electronic signatures with HelloSign, without leaving Word.
Screenshot of the "Send for Signature" feature in Dropbox
A blue box with a clock inside

Save time & stay in Word

Sign & send signature requests alongside your documents, without leaving Microsoft Word
A blue box a signature, and series of check boxes and input fields

Simple and easy to use

Get eSignatures for your document in a few clicks - simply assign signers, prep your document with signature fields and send it off for signature.
A blue box with folder with a signature on top and a document with a syncing symbol inside

More transparency with HelloSign

An Audit Trail is affixed to each signature request to ensure every action is thoroughly tracked and time-stamped. It provides proof of document access, review, and signature.

Send signature requests and sign - directly in Microsoft Word

Find and install HelloSign for Word through the Office Add-ins in the Microsoft Ribbon
Start the eSignature flow by selecting “HelloSign” in the Microsoft Ribbon to “Self-Sign” or “Request a Signature”
Start the eSignature flow by selecting “HelloSign” in the Microsoft Ribbon to “Self-Sign” or “Request a Signature”
Simply add signer names and email address for signature requests
Simply add signer names and email address for signature requests
Easily prep your document by placing fields to specify the sections that need to be signed, dated before sending it out for signature
Easily prep your document by placing fields to specify the sections that need to be signed, dated before sending it out for signature

Frequently asked questions

What is HelloSign?

HelloSign allows you to electronically request and add legally binding signatures to any document, from new hire agreements to loans, to NDAs. HelloSign is available in an intuitive web interface, a developer-friendly API, or as a Salesforce add-on.

How does HelloSign & Microsoft Word work together?

The HelloSign integration for Microsoft Word streamlines the ability to self-sign and send the document you’re working on for electronic signatures, directly from Word.
Learn more

How can I add HelloSign to Microsoft Word?

Adding HelloSign to Microsoft Word is simple. Navigate to your Microsoft Ribbon, search for “HelloSign under “Get Add-Ins” and click “Add” to install.
Learn more

How do I sign up or log-in to HelloSign from Microsoft Word?

Once HelloSign is installed in Microsoft Word, you’ll be prompted in Word to sign up for a HelloSign account or log in.

  • You can log in with your existing HelloSign account credentials to start using HelloSign directly in Word.
  • If you’re new to HelloSign and need to create an account, you can sign up here and use your new HelloSign account log in credentials to sign in to HelloSign via Microsoft Word.
Not quite what you're looking for?
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Integrate eSignatures into your Salesforce workflow in days, not weeks.

Get in touch
Image of the HelloSign integration within the Salesforce app

Learn more about
 HelloSign for Salesforce

A stylized icon of a form with a signature and a couple checkboxes

Enable teams to send contracts for signature

Discover how teams are adapting to remote work and increasing complexity by simplifying and speeding up their contract workflows with embedded HelloSign eSignatures and templates in Salesforce.
View guide
A stylized icon of a clock

Accelerate your team’s sales process

Enable your sales team to focus on what matters - closing deals. Find out why sales teams are integrating eSignature and CRM workflows to drive business growth without leaving Salesforce.
Get the eBook
A stylized icon of three items in a list, with a cursor selecting the middle one

Streamline contract management workflows

Find out how teams operate with speed and agility by eliminating manual processes and leveraging Salesforce workflow automation and contract management. Learn five ways to increase team productivity and scale your business with HelloSign.
Get the eBook

Close deals even faster with eSignatures using the HelloSign Salesforce integration

Image of the HelloSign integration within the Salesforce appImage of the HelloSign integration within the Salesforce app

Simple embedded Salesforce eSignatures

Optimize your sales process and get contracts signed without ever leaving Salesforce.
An image of the HelloSign integration available in the Salesforce marketplace

Fast and easy implementation

Implement up to 2x faster than other eSignature leaders to keep your business and teams moving.
View on App Exchange
Right arrow icon
An image of the HelloSign integration available in the Salesforce marketplace
An image of HelloSign's template functionality within SalesforceAn image of HelloSign's template functionality within Salesforce

Reusable Salesforce templates save time

Generate sales agreements quickly and save them as eSignature templates in Salesforce to reuse the next time you need them.

Reliable support included at no extra cost

All HelloSign customers receive support from our award-winning team of real live people.
A stylized illustration of a HelloSign support staff member
659134721

See how HelloSign for Salesforce works

Schedule a live demo with a product specialist
Schedule a demo
An illustration of Vivial's logo with a graph trending upwards and stylized signatures surrounding it
"The changeover to HelloSign 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."
Shelley Glueckert, Director, Salesforce Automation at Vivial
Read full customer story
Right arrow icon
An illustration of a laptop, a cup of coffee and a question mark in a speech bubble

Questions about HelloSign for Salesforce? We have answers.

Visit our FAQ
Salesforce logo

Integrate eSignatures into your Salesforce workflow in days, not weeks.

Get in touch
UI illustration of HelloSign signature requests displayed in the Salesforce interface

Close Opportunities in Minutes

The average turnaround time for a contract is 44 minutes using HelloSign. Seal deals even faster! And it’s customizable to fit your workflow.

Easily Track the Status of Signatures

Make it easy to organize and follow-up on any eSignature request in Salesforce. The document status is automatically tracked in the HelloSign Signature Requests section.

Auto-populate High-volume Documents

Pre-fill your documents with Salesforce data using templates and merge fields. Create documents only once, then reuse them without ever leaving Salesforce.
Schedule a live demo with a product specialist

Close deals even faster with eSignatures using the HelloSign Salesforce integration

You’ll be able to track your documents in the HelloSign Signature Requests section on the lead, contact, opportunity, or account record. Autofill your documents using templates, and we’ll pull in data from your Salesforce fields.

‍

Read our HelloSign for Salesforce Administrator guide to learn about how to get started.

Granting users access to HelloSign documents
Hellosign logo and salesforce logo

Reliable support included at no extra cost

All HelloSign customers receive support from our award-winning team of real live people.
A stylized illustration of a HelloSign support staff member
659134721

Schedule a demo

See how HelloSign for Salesforce works
Schedule a live demo with a product specialist
An illustration of Vivial's logo with a graph trending upwards and stylized signatures surrounding it
"The changeover to HelloSign 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."
Shelley Glueckert, Director, Salesforce Automation at Vivial
Read full customer story
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