A clear experience for multiple signers.
From approval to signature, everything connected to Salesforce.
Send, track and manage e-signatures from your Salesforce processes, with signers, authentication, evidence and status connected to your CRM.
Prefer to see the journey first? See how it worksThe process does not end when the document is sent.
Exporting, switching platforms, requesting another login and returning to Salesforce to find the status creates friction and reduces visibility. sign2.me turns that gap into a connected flow.
Why put another platform in the middle of your process?
Know who signed. Know when. Keep evidence of every step.
A traceable audit trail gives operations the context to act, review and automate with confidence.
- Document opened
Access recorded in the envelope
TRACKTOKEN · EMAIL - KYC completed
Identity verified before signing, when configured for the envelope.
VERIFYKYC · CONFIGURED - Identity validated
Token confirmed by the signer
VERIFYIP RECORDED - Signature completed
Document successfully completed
SIGNENVELOPE #18492 - Salesforce updated
Status and data returned to the record
AUTOMATESYNCED · CRM
Signing is a process step. Not another platform.
Identity before signing.
Evidence arrives in sequence.
Signing triggers the next action.