Proof + Salesforce Integration
The Proof + Salesforce Integration enables businesses to initiate and manage notarization and eSign requests directly within Salesforce, enhancing customer experience, collaboration, and productivity by providing customizable tools, multi-user access, instant document return, and a fully digitized, secure workflow that reduces notarization cycle time by 21 days, cuts internal costs by $97-103 per transaction, and decreases errors by 99%.
Powerful capabilities to streamline your workflow
Save time, save money, and give your customers an experience that sets you apart.
Optimize customer experience
- Initiate notarization and eSign requests from within Salesforce.
- Tools to customize emails and send reminders to your signers.
Strengthen collaboration
- Add multiple users to send and manage documents.
- Transactions are fully configurable with Account, Opportunity, Lead, and Contact objects.
Unlock productivity
- Completed documents are instantly returned to the Salesforce instance, providing your team a single source of truth.
Why Notarize?
Grow your business while saving time and money, reducing risk, and providing a differentiated experience for your customers.
Simpler
- Anywhere/Anytime: notarize from around the globe 24/7
- Initiate a notarization or eSign from Salesforce
- On any device: mobile, tablet, desktop
Smarter
- Online notarization cuts turnaround time up to 90%
- Fully digitized workflow increases productivity
- Check status, send reminders from Salesforce
Safer
- Full process visibility reduces fraud and improves compliance
- Remote notarization improves safety for all parties
- Easy self-serve process to implement directly from the AppExchange
Compelling Value of Notarize
Save time, save money, and give your customers an experience that sets you apart. Join the thousands of businesses already averaging:
- 21 day reduction in average notarization cycle time
- $97-103 per transaction internal cost savings
- 99% fewer errors requiring re-execution