Create free e-signatures for Salesforce with Titan Sign Wizard. Watch this tutorial to learn more about this powerful, no code tool, and the depth of our Salesforce integration.
Where Can I find Titan Sign Wizard?
Install Titan Sign Wizard anywhere you like on Salesforce, and choose to access it via a button or tab.
What Can Titan Sign Wizard do?
Send documents, to be signed, to recipients in and out of Salesforce.
Merge documents from both Salesforce & your computer.
Merge different types of files e.g. word docs with PDFs.
Re-order signers, and dynamically change their roles.
Use custom fields such as input, signature, and sign date.
2 factor authentication.
Automatically pick up signatures.
Track signatures.
And a whole lot more!
E-signatures for Salesforce don't get easier than this!
Chapters:
00:00 Introduction
0:36 How to add files to the Titan Sign Wizard.
1:30 Watch how to add recipients to the Titan Sign Wizard.
2:28 Configure documents within the Titan Sign Wizard.
4:06 Learn how to configure document settings within the Titan Sign Wizard.
5:34 See how to review and send your document for signing with the Titan Sign Wizard.
6:50 A quick demonstration on signing documents through Titan Sign.
7:54 View signed files uploaded to Salesforce.
8:32 How to track your signatures.
How do I get Started?
Transform the way you use your Salesforce data and choose Titan Sign Wizard.
Contact us by visiting:
Blog: https://titandxp.com/salesforce-e-sig...
Titan Website: https://titandxp.com/
AppExchange: https://appexchange.salesforce.com/ap...
LinkedIn: / mycompany
Twitter: https://twitter.com/FormTitan?ref_src
Facebook: / titandxp
We would love to hear from you, please drop a like or comment and don't forget to subscribe to our Youtube Channel: / @titan_dxp
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