Beta Release
Propper for Salesforce Beta
Integrate Propper Sign signature capabilities directly into your Salesforce environment. Streamline your agreement workflows with seamless eSignature functionality.
Beta Version: This is a beta release currently supporting Propper Sign. Propper Docs capabilities will be added in future releases.
What's Included
Features
- Send documents for eSignature
- Track signature status
- Automated workflow integration
- Record page components
Supported Objects
- Accounts
- Contacts
- Leads
- Opportunities
- Cases
Prerequisites
Salesforce Requirements
- • Development/Sandbox org
- • API Version 62.0+
- • System Admin access
- • Modern browser
Propper Account
- • Active Propper Sign subscription
- • API access enabled
- • Client ID and Secret
Technical Setup
- • Remote site settings
- • Permission sets
- • User assignments
Need Help?
For detailed instructions, see the complete setup guide or use the Setup Wizard for guided configuration.