Guides
These docs are for v4.6. Click to read the latest docs for v4.29.

HelloSign for Salesforce 4.4

HelloSign for Salesforce 4.4

  • In-person Templates - Now templates can be created using the in-person delivery method to allow Salesforce users to get a signature directly in Salesforce. In-person templates only support a single signer.
  • User signs Templates - Now templates can be created in which Salesforce Users can sign a document directly in Salesforce.
  • Signing Flow Component - Certain HelloSign templates can now be integrated into Salesforce Flows. HelloSign Templates can be initiated via Flow for both internal flows and Community flows.
  • New HelloSign editor - HelloSign's brand new editor is now available in our Salesforce integration.