Your deal's in Salesforce. Get it signed without leaving the flow.

A lightweight signing step for reps who close in Salesforce but still email a PDF somewhere else to finish the deal.

Where this fits

The opportunity is tracked in Salesforce, but the actual signature happens in a separate, disconnected tool
Reps want to send a signing link the moment a quote is approved — from their phone, not just their desk
Every rep re-creates the same quote/agreement structure instead of reusing one saved template

Who uses this

Teams running on Salesforce
Teams running on Salesforce Lightning
Or anything similar — the signing step works the same regardless of which one you use

Why Docracy

A deal moves toward 'closed-won' in Salesforce, and the signature is still the one step that happens somewhere else entirely. Save your quote or service-agreement structure as a reusable template, then send it the moment the deal's ready — by email or WhatsApp, whichever the prospect actually checks. No account is required on their end, and a full delivery/read audit trail comes back to you automatically.

Reusable quote templates

Save your standard agreement structure once, reuse it for every opportunity.

WhatsApp delivery

Reach mobile-first prospects on the channel they actually check.

Sequential or parallel signing

Route through your side and the customer's side in whatever order the deal needs.

Audit trail per document

Every send, view, and signature timestamped — attach it back to the opportunity manually or via API.

There's no installed Salesforce/AppExchange package today — this is an external signing step you link to from Salesforce, not an embedded app.

Templates for this

Service Agreement

Covers services provided, schedule, fees, and term for an ongoing service relationship.

Sales Agreement

Covers price, delivery, and condition terms for a one-off sale of goods.

Frequently asked questions

Do the people I send documents to need a Docracy account?

No — only the sender needs an account, so document history, saved templates, and team access have somewhere to live. Whoever's signing opens a link and signs, no signup required.

Which documents can I send?

Ready-made templates for this include Service Agreement, Sales Agreement. You can also upload your own PDF.

How much does it cost?

Free for documents with up to 2 signers. Beyond that it's a flat $10/month — never priced per seat — which also unlocks reusable templates, team accounts, and the integrations mentioned above.

How fast can someone actually sign?

Under a minute in most cases: they open the link, review the document, and sign — no account to create, no app to install. WhatsApp delivery adds a phone-bound PIN step for extra assurance when that matters.

What doesn't Docracy do here?