Highlights
Deliver & sign documents in real-time
- Reduce manual data entry with two way data flow - to & from Salesforce
- Track the progress of your digital transaction and receive real-time chatter notifications
- Automatically archive e-signed documents in Salesforce
- Use and save templates to automate future transactions
Easy to set up
- Get up and running with e-signatures in minutes
- Send documents for signature from any standard or custom Salesforce object
100% secure and legal
- Easily prove compliance with the most comprehensive audit trails in the industry
- E-signed documents include embedded audit trails and tamper-evident signatures that record who signed, in what order, when and where
Nintex Drawloop Document Generation transforms the manual task of generating documents into an automated business process. But to ensure these processes stay digital and don’t fall to paper whenever a signature or approval is required, it is critical that the user can e-sign after the document is dynamically generated.
Nintex Drawloop integrates with OneSpan Sign to provide out-of-the-box e-signature capabilities to organizations that enable users to prepare, manage and send their generated documents, contracts, proposals and more for e-signatures directly in Salesforce. Recipients can conveniently review and sign documents from anywhere, anytime and on any device. By ensuring that the process stays 100% digital, you eliminate manual processing and related errors and costs, ultimately keeping your business and projects moving.
Nintex Drawloop handles many different scenarios, including:
- Managing multiple documents and signers with serial or parallel signing processes
- Implementing built-in reminders and expiration dates
- Auto-sending documents once prepared and generated
- Customizing the signer experience across any channel and any device, including mobile
Add e-signatures to customer facing documents, internal business reviews, or sales and procurement documents such as:
- Quotes, Contracts, Proposals
- NDAs
- Orders and agreements
- Inventory Reports
- Risk Reports
- Invoices
- Statements of Work
THE SIGNING PROCESS
1. PREPARE
Prepare your Nintex Drawloop Document Package with signing options, signature blocks and the fields you desire.
2. CREATE
Generate your Document Package in Nintex Drawloop with eSignLive as your delivery option and choose your signers.
3. SEND
Invite prospects, customers and partners to e-sign - anywhere, any time and on any device.
4. TRACK
Monitor the progress of e-sign transactions in Salesforce and report on their status.
Product Differentiators
Most flexible solution
- Most deployment options: public cloud, private cloud or on-premises behind the firewall (for any project size, complexity or budget)
- Configurable workflows and a wide range of user authentication options and signature capture methods
Highest adoption rates
- Fully white-label the e-sign process and deliver the best signer experience – from simple to the most complex workflows
- Ease of use across channels and devices from 20+ years of best practices
Most comprehensive audit trails
- Static and patented visual audit trails make it easy to demonstrate compliance and prove exactly what was signed and how it was signed
Secure, legal and compliant
- Tamper-evident seal for each signature
- One-click, vendor-independent verification of signatures
- OneSpan Sign meets the highest security standards including SOC 2, FedRAMP and HIPAA