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Legal

E-signature for Legal Teams in Salesforce

Contracts with signer control, evidence and end-to-end tracking.

For Legal teams, collecting a signature is only part of the process. You need to know who received it, who accessed it, who signed, when it happened and the document's current status. sign2.me brings signers, authentication, status and audit trail into the Salesforce context.

GOVERNED CONTRACT

Order, pending action and evidence in one board.

A supplier contract must follow an order: supplier, internal owner and witness.

CONTRATO / vFinalFornecedor✓ SIGNEDGestor internoACTION REQUIREDTestemunhaWAITING
AUDIT TRAIL COMPLETE
THE DAILY FRICTION

The risk is losing control of the process.

Every participant has state, order and evidence in the same context.

01Order is hard to track
02Pending items lack context
03A refusal requires a new decision
04Evidence stays scattered
05Legal has to reconstruct the story
AUDIT LEDGER / REFUSAL

When signing stops, governance continues.

10:03 DOCUMENT SENT10:14 DOCUMENT OPENED10:16 TOKEN CONFIRMED10:19 SIGNED — PARTY A11:02 DECLINED — PARTY BLEGAL REVIEW REQUIRED
LEDGER / EVIDENCE

A refusal does not erase the story. It opens a governed decision.

The visual trail separates event, participant and decision for legal review.

01Sent
02Opened
03Authenticated
04Declined
05Review
WHERE SIGN2.ME ENTERS THE PROCESS
01Contract approved
02Signers configured
03Order defined
04Send
05Authentication
06Signature or refusal
07Evidence recorded
08Status updated
WHO DECIDES, WHO EXECUTES
Legal

Sets signer order, witnesses and what happens on refusal.

Sales / Operations

Sends within the defined rulebook, without making process decisions mid-send.

APPLICATION EXAMPLE

A contract needs signatures from the customer's representative, the internal owner and a witness. Legal configures the participants and tracks each step. If a signer refuses, the reason can be part of the process and guide review before a new send.

WHAT THIS CHANGES
Greater traceabilityIndividual signer trackingOrganized evidenceFewer parallel controlsVisibility into refusals and pending itemsLess reliance on another platformMore governance
FEATURES IN FOCUS

Order and participants

Control order when one signature depends on the previous one.

Refusal with reason

Identify why the process was not completed.

Comments

Allow interactions when the flow is configured for it.

Authentication and audit

Record relevant process events.

Document comments

Record interactions when the flow is enabled.

Governed versions

Keep context before a new send.

Configurable participants

Separate party, owner and witness clearly.

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.

SCENARIO FAQ
Does a signer's refusal invalidate the process?

Not automatically. The refusal is recorded and the next action remains a Legal team decision.

Can I set a mandatory signer order?

Yes, sequentially or in parallel, according to the envelope configuration.

Do witnesses carry the same legal weight?

Each participant role is configurable; legal assessment depends on the document.

Turn signing into a governed step of your legal process.

See sign2.me in action