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Foxit for Salesforce

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Document Generation & Esign

Change the way you document

Unleash the power of unlimited document generation and eSigning within Salesforce. Choose between our bespoke packages for document generation or a full document management suite. Both packages are purpose-built and designed to streamline your workflows, ensure compliance, and effortlessly secure your documents.

Document Generation

$20/monthly, per user

What’s included

Unlimited Document Generation
Unlimited Templates

*10 user minimum

Document Generation & eSign

$40/monthly, per user

What’s included

Unlimited Document Generation
Unlimited Templates
Unlimited Envelopes

*Extra Discounts Available to Foxit eSign Enterprise Accounts
*10 user minimum

Videos

Foxit for Salesforce Overview

See what Foxit for Salesforce can do on the world‘s most popular CRM.

Foxit for Salesforce Admin Setup Guide
Foxit for Salesforce 60-Second Video

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More information Below!!

More details

RM120.00 tax excl.

RM120.00 per monthly, per user

Foxit for Salesforce Package

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Document Generation:

Automatic Field Mapping

Automatically merge Salesforce data to your template with text tags for faster and cleaner template creation.

Dynamic Table Generation

Generate dynamic tables with organized data, grouping, and field totals seamlessly integrated with existing quotes, price books, and products.

Generate from Anywhere

Generate documents within any Salesforce layout, a Foxit button placed in any Salesforce object, or automate document generation in Salesforce Flows.

Document Storage

Keep track of all your documents. Generated documents are automatically added to the account, opportunity, contact, or other object as a downloadable PDF file.

eSignature:

Templates

Dynamically build templates using Document Generation features or upload your own. Ask about our White Glove template service.

Send from Anywhere

Send documents within any Salesforce layout, a Foxit button placed in any Salesforce object, or automate document sending in Salesforce Flows.

Automatic Sync and Write-back

Signed documents are immediately saved to Salesforce. Plus, information typed into document fields can automatically update Salesforce fields.

Tracking

Track documents sent for signature with real-time updates on document status. Set automated reminders, notifications, and more.

Security and Compliance

SOC 2 Type 2 compliant, robust encryption, data localization and compliances like HIPAA, CCPA, ESIGN, FERPA, FINRA, UETA, EIDAS, GDPR, 21 CFR Part 10.

Document Storage

Signed documents are instantly saved to Salesforce along with their signature certificate and complete audit trail.

Salesforce Flows:

Send

Automate document sending with Salesforce Flows. Automatically send an NDA when a lead is changed to an opportunity.

Generate

Generate documents automatically based on triggers completed with Salesforce Flows. Generate a quote form for approval when a lead is changed to opportunity.

Update

Generate documents automatically based on triggers completed with Salesforce Flows. Generate a quote form for approval when a lead is changed to opportunity.