Prepare
The envelope starts from the Opportunity, with customer and product data already loaded.
Sales and contracts
E-signature for Sales and Contracts in Salesforce
From closed deal to signed contract, without losing the sales momentum.
The customer already said yes. Now the signing process can't become a new manual step. With sign2.me, your team starts signing from the customer's Salesforce context, defines signers, tracks every step and keeps status connected to the operation.
PIPELINE / CLOSED WON
From opportunity to active contract.
The executive closed the negotiation. The contract still needs to be signed without leaving Salesforce.
Opportunity / Acme Ltda.Stage: Proposal/Price Quote
QualificationNegotiationClosed Won
FLOW TRIGGERED → Envelope #18492 → SIGNED ✓
THE DAILY FRICTION
The customer said yes. Why did the process get slower now?
The Path turns Closed Won into a contract, signers and the next action.
01The salesperson becomes a collections agent
02Status doesn't reflect reality
03History gets scattered
04More signers mean more follow-up
05The next step depends on memory
3 SIGNERS / 1 CLOSE
A B2B close with three participants.
Customer✓ SIGNED
Sales director● PENDING
Witness● PENDING
3/3 SIGNED → Opportunity → Contract ActiveREAL MOMENT / 16:42
The customer asked for the revised version. The opportunity is already Closed Won.
Signing enters at the exact point where the sale needs to keep moving.
01Opportunity
02Contract
03Signing
04Next action
WHERE SIGN2.ME ENTERS THE PROCESS
01Opportunity ready
02Contract prepared
03Signers defined
04Document sent
05Customer authenticates and signs
06Status updated
07Next step triggered
Sign
The envelope starts from the Opportunity, with customer and product data already loaded.
Sync
The signed document updates the record, triggers Path and releases the next Flow step.
APPLICATION EXAMPLE
A negotiation reaches its final stage and the contract needs to be signed by the customer and a company representative. The process can be configured with multiple signers and tracked individually. As signatures happen, the team sees who completed, who is pending and the overall status in Salesforce.
WHAT THIS CHANGES
Less manual contract follow-upVisibility into signed and pending participantsLess friction between sale and signingProcess traceabilityAutomation of next steps with FlowHistory connected to the customer
FEATURES IN FOCUS
Multiple signers
Organize processes that depend on more than one signature.
Status in Salesforce
Track progress without losing sales context.
Automation with Flow
Connect signing to the next process steps.
Audit trail
Keep the history of signature-related actions.
Configurable witnesses
Include additional participants in the close.
Email reminders
Keep the customer moving without manual chasing.
Connected contract
Keep the document on the opportunity 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.