We're thrilled to announce the beta release of Propper for Salesforce, our first native CRM integration that brings the power of PropperSign directly into your Salesforce environment. This exciting milestone represents a major step forward in our mission to streamline agreement workflows wherever businesses operate.
What Is Propper for Salesforce?
Propper for Salesforce is a native Salesforce package that integrates PropperSign's powerful eSignature capabilities directly into your existing Salesforce workflows. No more switching between applications or losing context—you can now initiate, track, and manage signature requests without ever leaving Salesforce.
Key Features
🔄 Native Workflow Integration
Configure signature workflows that automatically trigger based on your Salesforce processes, opportunity stages, or custom criteria.
📧 Automated Document Delivery
Send signature requests directly from Account, Contact, Lead, Opportunity, or Case records with pre-configured templates and participant mappings.
📊 Real-Time Status Tracking
Monitor signature progress with live updates on record pages, including packet status, participant completion, and audit trails.
⚡ Setup Wizard
Get up and running in minutes with our guided setup wizard that handles permissions, API configuration, and initial workflow creation.
🔒 Enterprise Security
Built on Salesforce's secure platform with encrypted API communications and comprehensive audit logging.
Perfect for Sales Teams
Sales teams know the frustration of losing momentum when contracts need to be signed. With Propper for Salesforce, you can:
- Close deals faster by sending signature requests directly from opportunity records
- Eliminate context switching between CRM and signature platforms
- Track progress visually with real-time status updates on your records
- Automate routine processes with stage-based workflow triggers
- Maintain data integrity with automatic status synchronization
Real-World Example
Imagine this: Your opportunity just moved to "Proposal Delivered." Instead of manually creating a signature request in a separate system, Propper for Salesforce automatically:
- Triggers the appropriate signature workflow
- Populates the contract template with Salesforce data
- Sends the signature request to all stakeholders
- Updates the opportunity status as signatures are completed
- Archives the final document back to Salesforce
All without you lifting a finger.
Built for Administrators
We've designed Propper for Salesforce with Salesforce administrators in mind:
Easy Installation & Setup
- One-click package installation for sandbox and production orgs
- Guided setup wizard that handles complex configuration automatically
- Pre-built permission sets for different user types
- Automated component deployment to record pages
Flexible Configuration
- Template management synced from your PropperSign account
- Custom field mappings for participant data
- Conditional workflows based on record criteria
- Multi-object support (Accounts, Contacts, Leads, Opportunities, Cases)
Enterprise Ready
- Remote site settings configured automatically
- Named credentials for secure API communication
- Custom settings for environment management
- Debug logging for troubleshooting
What's Included in Beta
This beta release focuses on PropperSign capabilities, with PropperDocs document generation features planned for future releases. Current functionality includes:
✅ Signature Request Management
✅ Template Integration
✅ Workflow Configuration
✅ Real-Time Status Updates
✅ Record Page Components
✅ Automated Email Delivery
✅ Multi-Participant Support
✅ Audit Trail Integration
Getting Started
Ready to transform your Salesforce agreement workflows? Getting started is simple:
For Sandbox Orgs
- Install the package using our installation URL
- Run the Setup Wizard (App Launcher → "Propper Setup")
- Configure your first workflow with a sample template
- Test with a signature request on a sample record
For Scratch Orgs
- Get your instance URL with
sf org display --target-org [alias] - Install using your instance domain (detailed instructions in our setup guide)
- Follow the same setup wizard process
What You'll Need
- Salesforce Development or Sandbox org (API 62.0+)
- Active PropperSign account with API access
- System Administrator permissions
- Your API Client ID and Secret from PropperSign
📖 Need detailed setup instructions? Visit our comprehensive setup guide for complete installation steps, troubleshooting tips, and testing procedures.
Supported Use Cases
Propper for Salesforce is perfect for:
Sales Organizations
- Contract signature workflows
- Proposal approvals
- Quote acceptance processes
- Partnership agreements
Customer Success Teams
- Service agreement renewals
- Amendment processes
- Customer onboarding documents
- Terms updates
Operations Teams
- Vendor agreements
- Internal approvals
- Policy acknowledgments
- Compliance documentation
What's Next
This beta release is just the beginning. We're actively working on:
🔮 PropperDocs Integration - Dynamic document generation from Salesforce data
🔮 Advanced Workflow Logic - Conditional routing and approval processes
🔮 Mobile Optimization - Enhanced mobile signature experience
🔮 Additional Objects - Support for custom objects and more standard objects
🔮 Reporting & Analytics - Native Salesforce reports for signature metrics
Join the Beta
We're looking for forward-thinking organizations to join our beta program and help shape the future of agreement workflows in Salesforce. As a beta participant, you'll get:
- Early access to new features
- Direct feedback channel to our product team
- Priority support for setup and configuration
- Exclusive beta user community for sharing best practices
Get Started Today
Transform how your team handles agreements in Salesforce. With Propper for Salesforce, you can eliminate the friction between opportunity management and signature collection, creating a seamless experience that accelerates your entire sales process.
Ready to get started?
📋 View Complete Setup Guide - Step-by-step installation and configuration instructions
📞 Request Demo - See Propper for Salesforce in action
💬 Contact Support - Discuss your specific use case
Have questions about the beta or need assistance with setup? Our team is here to help. Contact support or visit our Installation Installation for detailed guides and troubleshooting resources.