Using Salesforce with your Signeasy account is easy and the first step to do so is enabling the integration from Signeasy. Here are simple steps you can follow:
First, login to Signeasy
Go to Integrations. It is available on the left-side navigation bar on the Signeasy home page.
If you are not on the Business Plan or Business Trial, please upgrade your trial or plan to Business.
Once enabled, you will see a Signeasy for Salesforce card on the Integrations page to enable the 14 days free trial for Salesforce.
Salesforce intgeration requires a business plan and an active Salesforce subscription.
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