Approve
The approved proposal in Salesforce starts the envelope.
Credit operators
E-signature for Credit Operators in Salesforce
From credit approval to signature with verified identity
In credit operations, signing the contract is only one step. Before formalizing, it is important to confirm that the person moving forward is who they claim to be, while keeping evidence and status accessible to the operation. sign2.me connects KYC, authentication and e-signature to the existing Salesforce process.
IDENTITY GATE
KYC before releasing the signature.
Credit was approved in Salesforce. Now it must be formalized with the right person.
CREDIT PROPOSAL / APPROVEDIDENTITY CHECK / KYCVERIFYING...KYC VERIFIED ✓CONTRACT READY → SIGNED ✓
THE DAILY FRICTION
Credit approval does not remove formalization risk.
Configurable KYC precedes contract release and signing.
01KYC lives on another platform
02Signing happens without context
03Manual checking
04Scattered evidence
05The next action is disconnected
KYC GATE / ENVELOPE #18492
Signing unlocks only after identity.
10:12 Credit Proposal — APPROVED10:13 KYC — REQUIRED10:15 KYC VERIFIED ✓10:16 AUTHENTICATION CONFIRMED10:17 CONTRACT READY → 10:20 SIGNED ✓10:21 SALESFORCE UPDATED → NEXT STEP TRIGGERED
IDENTITY GATE / KYC
Signing stays locked until name, CPF and date of birth are confirmed.
The gate makes the dependency between verified identity, contract and release visible.
01Credit approved
02KYC
03Token
04Signing
Verify
The approved proposal in Salesforce starts the envelope.
Sync
KYC runs before signing becomes available.
WHERE SIGN2.ME ENTERS THE PROCESS
01Credit approved
02Envelope created via Flow
03Identity verification (KYC)
04Authentication
05Contract presented
06Signature completed
07Evidence recorded
08Salesforce updated
APPLICATION EXAMPLE
A credit operator approves a proposal in Salesforce. Approval triggers envelope creation in sign2.me. The customer completes configured KYC and authentication steps and, after identity verification, proceeds to sign the contract. Once completed, status and evidence return to Salesforce and a Flow starts the next operational step.
WHAT THIS CHANGES
More confidence in contractingLess fragmentation between KYC, signing and the commercial processTraceability across relevant contracting stepsA smoother customer experienceAutomation of the next step after signing
FEATURES IN FOCUS
KYC and identity
Validate the customer's identity before signing.
Token authentication
Email, SMS or WhatsApp token complements the verification.
Audit trail
Events, authentication and signing remain recorded as evidence.
Automation with Flow
A completed signature can trigger the operation's next step.
Name + CPF + date of birth
The joint confirmation happens before token and signing.
Configurable gate
Present the contract only after the defined verification.
Next step via Flow
Use the completed status to continue the operation.
Integrated with docu2.me
Native integration with docu2.me, positioning where the signature will appear in your document and it reflects in sign2.me like a magic.
Is KYC mandatory on every envelope?
It is configurable per envelope, according to the operation's scenario.
What happens if verification fails?
The envelope remains blocked for signing until the operation completes or reviews it.
Does Receita Federal validation replace KYC?
No. They are complementary features and can be presented at different stages.