Propper® for Salesforce Beta
Send agreements for signature and generate documents without leaving Salesforce. Propper® Sign and Propper® Doc Gen bring eSignature and document generation natively into your records.
Features
- Send agreements for eSignature
- Generate documents from templates
- Track agreement status on records
- Configure how and when agreements are sent
- Optional Agentforce add-on for conversational sending
Supported Objects
- Accounts
- Contacts
- Leads
- Opportunities
- Cases
Generate documents from your templates right on a Salesforce record, with the record’s data merged in. The finished PDF is saved to the record, and you can send it for signature in the same flow.
- Generate Document quick action on any supported record
- Preview the rendered document before you generate
- Generate and send for signature in one flow (Doc Gen + Sign)
- Automate generation from a Flow on a stage or status change
Salesforce Requirements
- • Sandbox, Developer Edition, or scratch org (not production during beta)
- • API Version 65.0+
- • System Admin access
- • Modern browser
Propper Account
- • Active Propper subscription
- • Access to Propper Sign and Propper Doc Gen
- • Connected via OAuth in the Setup Wizard
Technical Setup
- • Permission set assignment
- • OAuth connection (guided by the wizard)
- • Record page or Quick Action setup
Need Help?
For detailed instructions, see the complete setup guide or use the Setup Wizard for guided configuration.
Salesforce®, AppExchange, and Agentforce are trademarks of Salesforce, Inc. Propper® is a registered trademark of PropperDocs, Inc. PropperDocs, Inc. is not affiliated with, endorsed by, or sponsored by Salesforce, Inc.