Streamline document creation, eSigning, and compliance directly in your CRM.
Try for freeDoc2 is quick, easy to use, way above its competition.
Effortlessly import data from Salesforce into your documents, saving time and ensuring every contract is accurate and compliant.
Signed documents flow straight into Salesforce, making record updates effortless and ensuring client files stay accurate.
Seamless Salesforce integration for faster eSigning
Sign up for a free trialYou can pull data related to Contacts, Accounts, and Opportunities directly into your documents.
Signed documents are automatically pushed back and attached to the relevant contact or account in your Salesforce CRM.
Yes, in the 'Apps' section under settings, manage the Salesforce app and select templates for data push.