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Propper for Salesforce
eSignature and document generation, right where your sales team already works.
Beta OverviewWhat's inside
Two products, one install
Propper for Salesforce
Propper® Sign
eSignature
Send agreements for signature and track status without leaving the record.
Propper® Gen
Document generation
Generate documents from templates with the record's data merged in.
Optional add-on
Propper Agent
Built on Salesforce Agentforce
Send agreements and check status from a conversational agent.
Set up
A guided setup wizard
- Nine steps; optional ones can be skipped and revisited.
- An honest completion summary of what is and is not configured.
- No metadata to hand-edit; the wizard does the wiring.
Connect
Connect with OAuth
- No API keys to copy, generate, or rotate.
- Click Connect, authorize, done.
- The wizard wires up the secure connection for you.
Configure
Set up Send Configurations
- Tie an object to a template, recipients, and a delivery method.
- Map recipients straight from your Salesforce fields.
- The wizard records it so your automation knows what to send.
On the record
Agreements live on the record
- The Propper agreement component shows every agreement for the record.
- Send for signature and watch status without leaving the page.
- Available on Account, Contact, Lead, Opportunity, and Case.
Generate
Generate documents on the record
- Pick a template; the record's data merges in.
- Preview, generate, and the PDF saves to the record's Files.
- If the template has signature fields, send it in the same step.
Track
Track every agreement in Salesforce
- Status lives on the record, per recipient.
- See sent, viewed, signed, and completed at a glance.
Sent
Viewed
Signed
Completed
Optional
Meet the Propper Agent
- Ask in plain language: send an agreement, check status, or pull metrics.
- Replies render as rich cards right in the chat.
- Built on Salesforce Agentforce; Sign and Gen work without it.
