![]() > Click ‘Related Lists’, then drag and drop the ‘Agreements’ list to the desired place on the page layout > Go to Setup / Customize / Contacts / Page Layouts The steps below describe how to associate Agreements with a Contact object, but they can be applied to any other object referenced from the Agreement object – Opportunities, Accounts, Leads and Contracts. Please also check that third-party cookies are enabled as that is required in some browsers to fully access the application pages.Īdding EchoSign Agreements List On The Contact, Opportunity, Account, Leads And Contracts Page Layouts EchoSign for Salesforce requires that you have cookies enabled on your browser.If you run into a problems with sending agreements, you can contact EchoSign Support to ensure that your EchoSign account is slotted in the right channel for the Salesforce integration, which is the default for Salesforce users.Do not check the option ‘Lock sessions to the IP address from which they originated’ under Session Settings.Step 3: Get the EchoSign API key from your EchoSign account, and save it in Salesforce. Step 2: For getting the automatic updates, add your Salesforce user name and password in EchoSign Automatic Update Settings, click the ‘Next’ button to continue. Once IP Range is added, close that Pop-up window. Step 1: Setup the Trusted IP Ranges for Echo sign. After installation, a few simple steps are required for configuring the EchoSign.All the contracts are converted to a secure PDF format, and also it will provide the password option for the signature.ġ. Every action in the app is logged to the users’ appropriate EchoSign account. Industry-standard security:Echo sign provides strong security for the documents that are sent for the e-signature, and the documents are encrypted with full AES 256-bit SSL security.Seamless integration with products you already use:The EchoSign application integrates with many platforms that use the cloud computing technology for ex: Salesforce, SugarCRM, Microsoft Dynamics, and etc.In addition, Dashboard views provide additional details about the documents The user interface is most suitable for the users who send or receive documents for electronic signature. Ease of use: The way of handling the documents is easy with EchoSign.It will provide templates to generate the document in a user-friendly manner. Ease of set up and administration:The documents can be easily setup for the signature by using the EchoSign.The whole signing process happens in online, so it saves time. E-signature technology is well suited for the cloud computing, and it can be accessed from any platform.It is also more secure than the normal email methods. An e-signature is the most efficient way to close our deals because it provides an easy way to get the approval for quotes, and also it makes it convenient for both clients and the sales agents. ![]() Adobe Echo sign is one of the top ranked app in the AppExchange for the e-signature, and it is used by most of the customers who are using the salesforce and it is the most convenient and unique app for the e-signature solutions
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