Collect
Required fields are completed during signing itself.
Financial services
E-signature for Financial Services in Salesforce
More control over identity, documents and evidence in signing processes.
Financial operations deal with documents that require special attention to participant identification and traceability. sign2.me combines authentication, information collection, status and audit trail in the Salesforce flow.
STRUCTURED DATA
Fields complete. Record updated.
A contract amendment arrives with data spread across email, forms, PDFs and spreadsheets.
CUSTOMER / ACMEContract amendmentName Acme Ltda.Document •••• 18492Selected option Plan B ✓
DATA COLLECTED → AUTHENTICATED → SIGNED → SYNCED
THE DAILY FRICTION
When data arrives through different paths, formalization becomes manual reconciliation.
Collected fields become structured data and return to the Salesforce record.
01Data lives outside the process
02Identity and signing are disconnected
03Manual updates
04Scattered evidence
RECORD FILL / SYNC
Collected data travels back to the record.
Phone: (__) _____-____Date: __/__/____Request type: AmendmentPhone ✓ · Date ✓ · Request Type ✓SALESFORCE RECORD UPDATED
CONVERGENCE / DATA
Email, form and document converge into one record.
Each source arrives as a structured field before signing closes the process.
01Email
02Form
03Document
04Salesforce record
WHERE SIGN2.ME ENTERS THE PROCESS
01Request or negotiation
02Document prepared
03Data configured
04Identity validated
05Information filled in
06Signature
07Evidence and status
08Salesforce updated
APPLICATION EXAMPLE
A customer needs to formalize a contract, enrollment or amendment. Before signing, the process can request required information and, depending on the contracted configuration, use additional authentication. Afterwards, the operation tracks status and data associated with Salesforce.
WHAT THIS CHANGES
Greater control over participantsStep-by-step traceabilityStructured collectionLess manual data handlingCentralized trackingFollow-up automationFewer parallel controls
Authenticate
Required fields are completed during signing itself.
Sync
Data returns to the Salesforce record in real time, with no manual reconciliation afterward.
Defines which fields are required for each request type.
Confirms the data arrived correctly, without retyping it elsewhere.
FEATURES IN FOCUS
Token authentication
Add identity confirmation to the process.
Data validation
Use mechanisms according to the operation's configuration.
Hidden Tags
Collect additional information during signing.
Flow
Automate updates after completion.
CPF and date of birth
Collect identity data together in the configured verification.
Channel token
Use email, SMS or WhatsApp according to the scenario.
Structured return
Bring fields and status back to the record.
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.