1. Manage Customized Documents

Use your own Quote and Invoice document template without writing any code. Ideal for when your documents have tables and multiple rows with data that need to be populated from Salesforce.

2. Map with Salesforce Fields

Map fields by simply selecting both single- and multi-row data fields. Merge data from fields with up to 5 levels of object hierarchy in Salesforce.

3. Merge Field Data

Merge data from any Salesforce object, such as Lead and Opportunity (including data from custom tables), to generate compelling documents.

4. Track Document Status Within Salesforce

Send documents for eSignature and track all documents, send reminders, download signed agreements, and more directly within Salesforce.

5. Send templates created in Salesforce® or Foxit eSign for eSignatures. Extract and merge fields data from Salesforce while sending for eSignatures.

5. Send documents generated from Word templates, Salesforce® object files, Foxit eSign templates, your desktop, or external repositories for eSignatures.

6. Automate document sending for eSignature in Salesforce® using the Foxit eSign for Salesforce® API.

7. Get status updates on made signatures and save signed documents within a Salesforce® transaction or external repository. Update your transaction based on the document status.