Streamlining Signature Processes: Contracts, Agreements, Acknowledgements, And More

See how your organization can replace disconnected document and signature tools with a single, automated process that can handle customized documents and multiple signers at scale.

You’ll see two demonstrations:

First, an NDA (Nondisclosure Agreement) workflow — linking a data collection form to an e-signature step and routing the completed, signed PDF to Google Drive — showing the full loop from form submission to a signed document.

Next, a more advanced contract process triggered directly from a Salesforce record, where known data prefills forms and flows through a multi-signer e-signature process. The finalized document is stored back in Salesforce.

Attendees will walk away with strategies on how to handle forms, document generation, e-signature, and storage in a single automated process — with flexibility for conditional routing, multiple signatories, and deep Salesforce integration.