Box: Intelligent Content Management, Document Collaboration, Workflows & E-Sign
Manages content, documents, workflows, and e-signatures within Agentforce and connected applications.
BoxPaid
PactSafe - Dynamically generate contracts & orders with one-click
by PactSafeSalesforcePaid
Generate contracts and orders from Salesforce data, then send them for acceptance through PactSafe.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYDocuments and content
UPDATED ON MARKETPLACE
What it does
PactSafe connects contract templates to Salesforce data and lets users send contracts, orders, and quotes from Salesforce. Templates can be populated with data from accounts, opportunities, products, custom objects, and other Salesforce records. Recipients can sign through email, text, chat, or Slack. Contract, signature, and activity data is tracked and synchronized in Salesforce, where reports and dashboards can be created.
Key capabilities
from the Salesforce AppExchange listingTemplate data population
Populates PactSafe contract templates with Salesforce data in one click.
Contract sending
Sends contracts, orders, and quotes from Salesforce records.
Multiple signing methods
Supports signing through email, text, chat, and Slack.
Template management
Provides management of contract templates and permissions.
Activity synchronization
Tracks and synchronizes contracts, signatures, and activity in real time.
Salesforce reporting
Supports reports and dashboards for tracking contracts and orders in Salesforce.
Use cases
- Salesforce users can send agreements from accounts, opportunities, products, and custom objects without leaving Salesforce.
- Teams can monitor contracts and orders through Salesforce reports and dashboards.
How it compares
PactSafe connects contract templates to Salesforce records and supports acceptance through email, text, chat, and Slack. Box for Salesforce focuses on bringing unstructured data from enterprise applications into Salesforce, Agentforce, and Slack, with content collaboration, workflows, and e-sign capabilities.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Paid | Cloud | |
| Box: Intelligent Content Management, Document Collaboration, Workflows & E-Sign | Paid | Cloud |
In the catalog
18 plugins in Slack · Documents and content
Price distribution: 2 free, 3 freemium, 13 paid
Pricing & deployment
Platform
Salesforce
Product
Slack
Deployment
Cloud
Pricing
Paid
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What the vendor says
«Replace your outdated esignature software and make your contracts a competitive advantage with PactSafe for Salesforce. Within our Salesforce AppExchange integration, users can now send contracts without ever leaving salesforce. Connect all of your PactSafe contract templates to Salesforce and quickly send them for …»