USE CASES

Every process has its own next step.

The core stays connected. The journey changes with the operation.

Sales and contracts

Send contracts from the opportunity, track every signer and bring the status back to the CRM.

Preserve versions, evidence and audit trails in a process governed by Salesforce.

Reduce sensitive-data exposure without spreading documents across external platforms.

Collect consent and required information with full process traceability.

Apply access controls and evidence to workflows that cannot lose context.

Validate the customer's identity before signing and keep KYC, contract and evidence connected to the Salesforce process.