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Leegality Plugin for Salesforce - Start eSigning from Salesforce in 5 minutes or less
Typically, banks that use Salesforce, use it for everything - from managing leads to customer data and compliance. They know its interface like the back of their hand.
But there was no compliant way for Indian banks to execute paperwork on the same platform. This meant that they still had to frantically run around to get their document physically signed and executed.
This is frustrating and quickly drains your productivity.
That’s why we built the Leegality Plugin for Salesforce - so you can download a plugin and switch to digital documentation in 5 minutes or less - With ZERO INTEGRATIONS.
With the Leegality Plugin for Salesforce, digitally execute documents, autofill eSigning templates from the CRM, and ensure strict compliance with the IT Act of India - all from your Salesforce dashboard.
How the Leegality Plugin for Salesforce works
From the Salesforce dashboard, your Admin can connect to your Leegality account.
Once they have picked a workflow, they can add the relevant document - such as a loan agreement template - and activate the workflow for eSigning.
On activation, they can allow/block the sender from making changes to the workflow.
From the Salesforce dashboard, your Admin can connect to your Leegality account.
Once they have picked a workflow, they can add the relevant document - such as a loan agreement template - and activate the workflow for eSigning.
On activation, they can allow/block the sender from making changes to the workflow.
The sender - such as your relationship manager or salesperson - can view workflows assigned to them on their dashboard.
They can select objects in Salesforce as the data source and map relevant fields - such as form fields and invitee details - from your CRM.
These fields will be auto-populated in the signing journey.
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The sender - such as your relationship manager or salesperson - can view workflows assigned to them on their dashboard.
They can select objects in Salesforce as the data source and map relevant fields - such as form fields and invitee details - from your CRM.
These fields will be auto-populated in the signing journey.
The signer can view and eSign the document.
You can view all related details - such as signer information, document ID, and signer actions - on your Salesforce and Leegality dashboards.
You can also filter them by status, and manage documents directly
within Salesforce.
The signer can view and eSign the document.
You can view all related details - such as signer information, document ID, and signer actions - on your Salesforce and Leegality dashboards.
You can also filter them by status, and manage documents directly
within Salesforce.
Here is a quick peek into the actual product.
From the Salesforce dashboard, your Admin can connect to your Leegality account.
Once they have picked a workflow, they can add the relevant document - such as a loan agreement template - and activate the workflow for eSigning.
On activation, they can allow/block the sender from making changes to the workflow.
The sender - such as your relationship manager or salesperson - can view workflows assigned to them on their dashboard.
They can select objects in Salesforce as the data source and map relevant fields - such as form fields and invitee details - from your CRM.
These fields will be auto-populated in the signing journey.
The signer can view and eSign the document.
You can view all related details - such as signer information, document ID, and signer actions - on your Salesforce and Leegality dashboards.
You can also filter them by status, and manage documents directly
within Salesforce.
Benefits of Leegality Salesforce Plugin
- Show the ROI of digital paperwork from DAY 1
- No need for any API integrations to setup, business teams can make changes to the document flows themselves using the Leegality dashboard
- Skip the learning curve and start executing documents from the CRM your team uses every day
- Eliminate human errors by auto-filling signer data directly from Salesforce
- Stay compliant with the IT Act of India with Leegality
- Infosec guaranteed by Salesforce after 3 months of stringent verification
Benefits of Leegality Salesforce Plugin
- Show the ROI of digital paperwork from DAY 1
- No need for any API integrations to setup, business teams can make changes to the document flows themselves using the Leegality dashboard
- Skip the learning curve and start executing documents from the CRM your team uses every day
- Eliminate human errors by auto-filling signer data directly from Salesforce
- Stay compliant with the IT Act of India with Leegality
- Infosec guaranteed by Salesforce after 3 months of stringent verification
Benefits of Leegality Salesforce Plugin
- Show the ROI of digital paperwork from DAY 1
- No need for any API integrations to setup, business teams can make changes to the document flows themselves using the Leegality dashboard
- Skip the learning curve and start executing documents from the CRM your team uses every day
- Eliminate human errors by auto-filling signer data directly from Salesforce
- Stay compliant with the IT Act of India with Leegality
- Infosec guaranteed by Salesforce after 3 months of stringent verification
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Get in touch with us to get started.