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Powerful Features for Salesforce Teams sign2.me

Discover the native Salesforce features that eliminate context-switching, automate compliance, and close deals faster.

Native Integration & Security

Keep everything in Salesforce. No external platforms, no data sync issues, no security gaps — just seamless, secure signatures.

100% Native Salesforce Architecture

Complete signature workflow within your instance — generation, delivery, tracking, and storage all happen in your org without external dependencies.

Multi-Factor Authentication

Verify signer identity with configurable authentication via email, SMS, or WhatsApp tokens before they can access documents.

Enterprise-Grade Encryption

AES-256 encryption at rest and in transit, with immutable audit trails and tamper-proof signature certificates.

Full Legal Compliance

ESIGN Act and UETA compliant signatures that hold up in court, with automatic evidence collection and certificate of completion.

Formulários Inteligentes com Hidden Tags

Campos invisíveis (texto, número, data, upload) com captura em tempo real e armazenamento automático no Salesforce.

Apex APIs for Advanced Automation

Build custom workflows with native Apex methods for complex multi-party signatures, conditional routing, and bulk operations.

Bulk Send & Auto-Reminders

Send hundreds of documents at once and let automated reminders do the follow-up work, increasing completion rates by up to 40%.

Smart Forms with Dynamic Fields

Collect custom data during signing (text, dates, attachments) that automatically writes back to Salesforce fields in real time.

Workflow Automation

Stop chasing signatures. Automate the entire process from document generation to final signature with zero-code or pro-code options.

Want to see sign2.me automate your contract workflow?

Branded Experience

Deliver a professional signing experience that reinforces your brand at every touchpoint.

Multi-Language Support

Interface and signing portal in 15+ languages including English, Spanish, Chinese, Portuguese, and more—perfect for global teams.

Custom Subdomain & White-Label Portal

yourcompany.sign2.me with HTTPS, custom logos, and brand colors—signers never see the sign2.me brand.

Flexible Signature Options

Let signers choose: type their name, draw with mouse/touch, or upload an image signature—all legally binding.

Guided Signing Experience

Visual cues and step-by-step navigation reduce errors and abandoned signatures, keeping completion rates high.

Real-Time Status on Lightning Pages

See signature progress directly on Opportunity, Contract, or custom object records—no switching tabs or logging into external systems.

Compliance Dashboards & Reports

Track KPIs like average time-to-sign, completion rates, and bottlenecks with customizable Salesforce reports and dashboards.

Audit-Ready Decline Tracking

When signers decline, capture their reason automatically and trigger follow-up workflows—nothing falls through the cracks.

Granular Permission Controls

Use Salesforce profiles, roles, and permission sets to control exactly who can send, view, or manage signature requests.

Visibility & Control

Know exactly where every signature stands with real-time tracking and enterprise-level governance.

Frequently Asked Questions

What is an electronic signature?

An electronic signature (e-signature) is a digital method used to sign documents and confirm agreements online. It serves as a substitute for a handwritten signature and can be created by typing your name, drawing it, or uploading an image of your signature. E-signatures are legally recognized and commonly used to execute contracts, complete forms, and approve documents efficiently and securely.

Are electronic signatures and digital signatures the same?

No, they are different concepts.

An electronic signature is a broad term that refers to any electronic method used to indicate agreement, such as typing a name, drawing a signature, or clicking to accept terms.

A digital signature is a specialized form of electronic signature that relies on encryption technology and digital certificates. It validates the signer’s identity, ensures the document has not been altered, and provides non-repudiation. Digital signatures are typically required in highly regulated sectors such as healthcare, finance, and government.



What types of electronic signatures exist?

Under eIDAS, electronic signatures are categorized into three levels, each providing a different degree of security and legal assurance:

  • Simple Electronic Signatures (SES): Commonly used for routine agreements, such as accepting terms and conditions or signing basic forms.

  • Advanced Electronic Signatures (AES): Include identity verification measures and mechanisms to detect document tampering.

  • Qualified Electronic Signatures (QES): Offer the highest level of legal reliability, supported by qualified certificates and third-party validation, along with strong non-repudiation safeguards.

sign2.me currently supports Advanced Electronic Signatures (AES).



Are signatures created in sign2.me legally enforceable?

Yes. Signatures generated through sign2.me are legally enforceable and align with major e-signature regulations, including the ESIGN Act, UETA, and eIDAS. Every completed document includes a comprehensive audit trail and identity verification elements that help support legal validity in most jurisdictions.

Why are sign2.me e-signatures considered secure?

sign2.me applies established security standards such as HTTPS encryption, unique document hash identifiers, and tamper-evident audit logs. The platform also aligns with ESIGN Act, UETA, and eIDAS requirements to ensure reliability and compliance.

How can I create my signature?

With sign2.me, you can generate your signature using multiple methods:

  • Type your name and choose from styled fonts.
  • Draw your signature using a mouse, stylus, or touchscreen.
  • Upload a scanned image of your handwritten signature.

Can documents be signed in person or only remotely?

Currently, sign2.me supports remote signing only. Documents are sent to recipients via email for completion.

Can I sign documents on a mobile device?

Yes. sign2.me works through modern mobile browsers on both Android and iOS devices. You can access it using browsers such as Safari, Chrome, Edge, Firefox, Opera, and others.

How does sign2.me manage documents with multiple signers?

sign2.me allows you to assign multiple signers to a document and define a specific signing sequence if necessary. Each signer receives a notification when it is their turn to sign. All actions are recorded in a detailed audit trail. Signing roles and order can be configured during envelope setup.

How is signer identity verified?

Each signer is validated through their individual email address and a secure signer hash. The signing link is delivered directly to the recipient’s inbox to reduce unauthorized access. An email-based verification step is required before completing the signature process.

Do recipients need to create an account to sign?

No. Recipients can review and sign documents directly through a secure link sent by email. There is no requirement to create an account or log in.

Can I define deadlines or send reminders?

Yes. You can configure expiration dates and enable automated reminders for each document within the Envelope Settings during setup.

What happens once a document is fully signed?

After all required parties complete their signatures, the document is marked as finalized. Each participant receives an email containing the original file, the finalized PDF version, and the complete audit trail. Documents can be downloaded, duplicated, or managed at any time within Salesforce.

Is sign2.me GDPR/LGPD compliant?

Yes. sign2.me supports GDPR and LGPD requirements by enabling organizations to manage and safeguard personal data in accordance with EU and Brazilian data protection regulations. Features are available to support consent management, data access, and data deletion rights. All data is stored within Salesforce, which provides additional tools to assist with regulatory compliance.

Is sign2.me PCI compliant?

sign2.me does not directly process payment card data. However, the platform maintains strong security standards suitable for organizations operating in sensitive industries. For payment-related documentation, signatures are securely handled and supported by a verifiable audit trail for transparency.

Does sign2.me comply with the ESIGN Act?

Yes. sign2.me complies with the ESIGN Act (Electronic Signatures in Global and National Commerce Act), which establishes the legal validity of electronic signatures in the United States. Documents signed through sign2.me carry the same legal effect as handwritten signatures. The platform satisfies ESIGN requirements, including user consent, intent to sign, and secure execution processes.

Can I sign documents on a mobile device?

Yes. sign2.me works through modern mobile browsers on both Android and iOS devices. You can access it using browsers such as Safari, Chrome, Edge, Firefox, Opera, and others.