What you get
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.
How to Sign a Document in
Salesforce
with Hellosign
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.
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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.
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.