NATIVE TO SALESFORCENew

Sign documents with eSignature, native to Salesforce.

JunoSign is a native Salesforce eSignature app that lets you send, sign, track, and manage documents without leaving Salesforce. Automate signature requests with triggers, instant actions, or schedules, with pre- and post-signature actions, secure signer authentication, and seamless integration with Junodoc.

✓Legally binding
✓All Salesforce editions
✓Works with Junodoc

100% Native to Salesforce

Compatible with All Editions

Legally Binding & Secure

Integrated with JunoDoc

Everything you need to get documents signed, natively.

From individual contracts to bulk signature requests, JunoSign helps teams automate the entire document signing process inside Salesforce.

Native Salesforce eSignature

Send, sign, and manage documents directly from Salesforce without relying on third-party signing portals.

Pre & post actions

Trigger field updates, Salesforce flows, notifications, and downstream processes automatically before sending or after a document is signed.

Triggers, instant & scheduled

Send documents automatically when a record changes, instantly on demand, or on a recurring schedule.

Password-protected signatures

Protect sensitive documents with password-based signer authentication for an additional layer of security.

Junodoc Integration

Generate a document with Junodoc and send it directly to JunoSign for signature in one connected workflow.

In-Person, Email, & Mobile Signing

Let recipients sign documents in person, through a secure email link, or from a mobile device.

Multi-Party Signing

Support sequential or parallel signing workflows for documents requiring multiple signers or approvals.

Every Salesforce edition

Essentials to Unlimited Edition; JunoSign fits your org, whatever your plan.

Close deals faster with signatures that live inside Salesforce.

Contracts, quotes, approvals, and agreements can be sent, signed, and tracked directly from Salesforce.

PRODUCT DETAIL

Native Salesforce eSignature, built for speed and security.

JunoSign is a 100% native Salesforce eSignature application that keeps contracts, quotes, approvals, and agreements connected to Salesforce records. Send documents for signature, track progress, automate follow-up actions, and store completed documents without switching between systems.

01 — NATIVE ESIGNATURE

Native Salesforce eSignature application

Send, sign, and manage documents entirely inside Salesforce. Every signature request and completed document stays connected to the Salesforce record.

  • Send and track signatures directly from Salesforce records
  • No external signing portal required
  • Signed documents saved directly to Salesforce
OpportunityContractSigned ✓
02 — AUTOMATION

Pre- & Post-Signature Actions

Automate actions before a document is sent and after it is signed. Update fields, launch flows, notify stakeholders, or trigger the next step automatically.

  • Prepare fields or run validations before sending
  • Update records and trigger flows after signing
  • Connect signature events to existing Salesforce automation
Set status: Ready to SendPRE
Document sent for signatureSEND
Update Opportunity: Closed WonPOST
03 — SENDING

Trigger, Instant & Scheduled Signature Requests

Send documents according to your workflow — automatically after a record event, instantly on demand, or on a recurring schedule.

  • Trigger-based sending on create, update, or status change
  • One-click sending from any Salesforce record
  • Scheduled signature requests for renewals and recurring approvals
⚡

Trigger

On record event

▶

Instant

One click, on demand

⏱

Scheduled

Recurring send-outs

04 — SECURITY

Password-protected Signatures

Add password protection to sensitive documents so only the intended signer can access and sign them.

  • Require a password before signing
  • Configure protection for individual documents or signers
  • Add security for sensitive agreements

Document locked until password entered

05 — JUNODOC INTEGRATION

Generate with Junodoc, Sign with JunoSign

Create documents using Junodoc and send them directly to JunoSign for signature. This creates one connected workflow from document generation to completed signature.

  • Generate with Junodoc and sign with JunoSign
  • No exporting or re-uploading between systems
  • Maintain document and signature status on the same record

Junodoc

Generate

JunoSign

Sign

06 — SIGNING CHANNELS

In-person, email & mobile signing

Get documents signed however works best for the moment — face-to-face on a shared device, remotely via a secure email link, or on the go from a mobile phone.

  • In-person signing on a shared tablet or device
  • Secure signing link delivered by email
  • Fully responsive signing experience on mobile

Email

Mobile

In-Person

07 — COMPATIBILITY

Compatible with All Salesforce Editions

JunoSign provides a native eSignature experience across Salesforce editions, helping organizations manage document signing within their existing Salesforce environment.

Essentials✓ Supported
Professional✓ Supported
Enterprise✓ Supported
Unlimited✓ Supported
08 — MULTI-PARTY SIGNING

Sequential & Parallel Signing

Route documents to multiple signers in a defined order or send them to multiple recipients at the same time.

  • Sequential signing for approval workflows
  • Parallel signing when recipients can sign independently
  • Combine both approaches within one workflow
Signer 1 → Signer 2 → Signer 3SEQUENTIAL
All signers notified togetherPARALLEL
09 — AUTHENTICATION

Secure Signer Authentication

Verify who's signing before a document can be opened. Choose the level of verification that matches the sensitivity of the document.

  • Email verification for standard documents
  • One-time passcode (OTP) for stronger identity checks
  • Password protection for the most sensitive agreements

Email

OTP

Password

10 — REMINDERS

Automated Reminders & Expiry Rules

Keep signature requests moving without manual follow-up. Automated reminders nudge pending signers, and expiry dates close out requests that go stale.

  • Automatic reminder emails on a set cadence
  • Configurable expiry dates per document
  • Expired requests automatically marked and reported
🔔

Day 3

First reminder sent

🔔

Day 7

Second reminder sent

⏳

Day 14

Request expires

11 — TRACKING

Real-Time Signature Status Tracking

See exactly where a document stands — sent, viewed, signed, or declined — right from the Salesforce record, without checking a separate portal.

  • Live status visible directly on the record
  • Per-signer progress on multi-party documents
  • No portal switching to check where a document stands
Sent
31 Aug, 9:02 AM
Viewed
31 Aug, 11:14 AM
Signed
31 Aug, 11:20 AM
12 — SIGNER OPTIONS

Decline & Delegate Signing

Give signers a way out when they can't or shouldn't be the one signing — decline with a reason, or hand the document off to someone else who can.

  • Decline with a required reason, logged on the record
  • Delegate to another authorized signer
  • Sender notified automatically either way
Not the right signerDECLINE
Forwarded to J. RiveraDELEGATE
13 — TEMPLATES

Reusable Signature Templates

Save a frequently used document as a template, with signer roles and fields already set — so the next request takes a click, not a rebuild.

  • Pre-set signer roles, order, and field placement
  • Reuse across teams for consistent signing requests
  • Update the template once, apply it everywhere
NDA_TemplateSaved ✓
14 — BRANDING

Custom Branding

Apply your logo, brand colors and messaging to the signing experience itself, so every signer recognizes it's coming from you.

  • Logo and color controls on the signing page
  • Custom email messaging for signature requests
  • Consistent brand experience from send to sign
LogoColorsEmail copy
15 — AUDIT & COMPLIANCE

Audit Trail & Certificate of Completion

Every signed document comes with a detailed audit trail — timestamps, IP addresses, and signer actions — plus a certificate of completion for full legal traceability.

  • Timestamped record of every signer action
  • IP address and device details captured automatically
  • Certificate of completion attached to the signed document
Signed by A. Kapoor
203.0.113.4
Signed by J. Rivera
198.51.100.7
Certificate generated
✓ Attached
16 — RECORD UPDATES

Automatic record updates

Once a document is signed, JunoSign updates Salesforce automatically — no one has to remember to close the loop by hand.

  • Update related fields the moment signing completes
  • Change record or opportunity status automatically
  • Trigger the next step in your process without manual handoff
Document signedOpportunity.Stage
All signers completeStatus = Closed Won
Signature savedContract.Signed = True
17 — BULK SEND

Bulk / batch send

Send the same document out for signature to hundreds of recipients in one run — ideal for renewals, policy acknowledgments, or mass agreements.

  • Send from a list view, report, or custom record set
  • One document, applied consistently across every recipient
  • Combine with scheduled sending for fully hands-off renewal cycles
312 recipients selectedBATCH
Policy_Acknowledgment.pdfSEND
312 requests sent✓ Done
18 — COMPLIANCE

Legally binding & compliant

Every signature captured through JunoSign is designed to be legally binding, so signed documents hold up wherever your business operates.

  • Aligned with ESIGN, UETA and eIDAS regulations
  • Backed by a full audit trail for every signature
  • Suitable for contracts, approvals and regulated agreements
ESIGN Act (US)✓ Supported
UETA✓ Supported
eIDAS (EU)✓ Supported

Every JunoSign feature, in one place.

A quick reference for everything covered above.

Native Salesforce eSignature

Send, sign, and manage documents directly inside Salesforce.

Pre & post actions

Automate workflows before sending and after signing.

Trigger, instant, & scheduled signing

Send signature requests based on record events, on demand, or on a recurring schedule.

Password-protected signing

An extra layer of security for sensitive documents.

Integrated with Junodoc

Generate with Junodoc, sign with JunoSign, in one flow.

In-person, email & mobile signing

Sign on a shared device, via email, or from a phone.

Every Salesforce edition

Works across Essentials through Unlimited Edition.

Sequential & parallel signing

Route to signers in order, or all at once.

Signer authentication

Email, OTP, or password verification before signing.

Reminders & expiry rules

Automated nudges, plus expiry dates for stale requests.

Real-time status tracking

See sent, viewed, signed, or declined from the record.

Decline & delegate signing

Decline with a reason, or hand off to another signer.

Reusable signature templates

Pre-set signer roles and fields, reused every time.

Custom branding

Apply your logo, colors, and messaging to the signing experience.

Audit trail & certificate

Timestamps, IP addresses, and a certificate of completion.

Automatic record updates

Update Salesforce records automatically after signing.

Bulk/batch send

Send signature requests to large groups in one workflow.

Legally binding & compliant

Support electronic signatures aligned with ESIGN, UETA, and eIDAS.

Built for every kind of signing scenario.

01

Sales contracts & quotes

Send contracts and quotes for signature as soon as a deal is ready to close.

02

Vendor agreements

Manage multi-party agreements with sequential or parallel signing workflows.

03

Renewals

Automatically send recurring agreements for signature on a defined schedule.

04

On-site agreements

Capture signatures in person using a shared device at the point of service.

05

Policy acknowledgments

Send documents to large groups using bulk signature requests.

06

Generate & sign

Generate a contract with Junodoc and send it to JunoSign for signature in one Salesforce workflow.

Feature by feature, built for how signing actually happens.

FeatureBenefit
Native to SalesforceNo data sync issues, no external servers
Pre & post actionsAutomate workflows around the signing process
Multiple sending modesFits any workflow — manual, automatic or scheduled
Password-protected signingExtra security for sensitive documents
Junodoc integrationOne workflow from document generation to signature
In-person, email & mobile signingFlexibility for every signing scenario
Multi-party signingSupports simple to complex approval chains
Audit trail & complianceLegally binding with full traceability
Sequential & parallel signingFits simple approvals and complex chains alike
Signer authenticationConfirms who's actually signing
Reminders & expiry rulesKeeps requests moving without manual follow-up
Real-time status trackingNo portal switching to check progress
Decline & delegate signingGives signers a valid way out, logged automatically
Reusable signature templatesSend requests in a click instead of a rebuild
Custom brandingSigning experience feels consistently on-brand
Automatic record updatesCloses the loop in Salesforce without manual work

Common questions about Salesforce eSignature and JunoSign

Ready to get documents signed without leaving Salesforce?

Join businesses simplifying contracts, approvals and agreements with JunoSign.