The Scenario Foxit solves Johnny’s challenges by helping him to: In this example, let’s imagine how Simplify workflows. a systems IT admin could use Foxit to Foxit eSign for Salesforce lets Johnny tailor agreement simplify document workflows across templates and workflows to accommodate diverse needs multiple departments. across his various departments — even if they’re working in different Salesforce clouds. This saves time because he’s confident that all agreements are coming back into Salesforce in a unified fashion. Streamline the follow-up process. Foxit eSign for Salesforce helps Johnny and his teams send documents for e-signature, manage documents in one Johnny Fox place, and set up automated reminders. Johnny can also Systems IT Admin download signed agreements directly within Salesforce. Johnny’s team is more organized and can follow up on pending agreements more easily. Johnny must make sure that the Map data. intake, credit, and recovery With Foxit eSign for Salesforce, Johnny’s teams can easily departments have obtained populate Salesforce data into invoices and quotes with ease signed financial agreements that His Goals: His Challenges: and proper formatting. This saves Johnny time by contain all the data required for • Identify and adopt a digital • Different teams handling eliminating the need to create separate templates for legal and compliance purposes. document solution that works agreement collection in different agreement types across all departments. for all departments various ways, including mail, Maintain compliance. • Consolidate and simplify email, phone, and paper trials workflows • No clear follow-up process for Johnny can rest assured that his documents are compliant, pending agreements secure, and easy to share. Foxit eSign for Salesforce offers • Streamline follow-up a variety of authentication options, including 2FA, MFA, processes • Manual tasks lead to errors and KBA, so that Johnny can easily provide the necessary and oversights documentation to any department or auditor with just a few clicks. Learn more about Foxit