Documents are still built by hand
Someone opens last quarter's contract, saves a copy, and retypes the client name, the amounts and the dates. It works until volume rises — then it becomes the bottleneck and the source of most errors.
Salesforce · Document Automation & eSignature
signNow consulting and implementation, engineered around your Salesforce data
Buying signNow is the easy part. The value comes from what sits behind it: templates that map cleanly to your objects, routing that matches how approvals really work, and status that writes back to the record your team actually looks at. Twopir Consulting designs that layer, builds it, tests it against real data, and supports it afterwards. Templates, field mapping, routing and writeback on one architecture.
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Trusted by 500+ organizations — including real estate, legal and professional-services teams running document workflows on Salesforce with Twopir Consulting.
Built for Document Operations
- Salesforce Partner
- signNow Implementation
- Document Generation
- Flow & Apex Automation
- REST API & Webhooks
- Real Estate
- Legal & Professional Services
- Revenue Operations
Where document workflows break down
Almost every signNow project we are called into starts the same way: the signature part works, and everything around it is manual. The document is the symptom; the workflow is the problem.
Every team has its own version of the template
Three offices, three contract layouts, two of them out of date with legal's current wording. Nobody can say which version a signed agreement came from, which is exactly the question that matters in a dispute.
Data is re-keyed between the CRM and the document
The values already exist on the Opportunity, the Quote and the Contact. Copying them into a document by hand introduces transcription errors into the one artefact a client actually signs.
Approvals and signatures run on chasing
A document sits in an inbox because the routing lives in someone's head rather than in a rule. Nobody knows whether it is waiting on the client, on finance, or on a manager who is on leave.
Signed documents never make it back to the record
The executed PDF ends up in an inbox or a shared drive. The Salesforce record still says "sent", reporting is wrong, and the next stage of the process starts late because nobody saw it land.
Nobody can measure the document process
Leadership cannot answer how long a contract takes from request to signature, where it stalls, or which template produces the most rework — because none of it is captured as data.
Definition
What signNow is, and who it is for
signNow is an electronic signature and document workflow platform from airSlate. It lets organizations build reusable document templates with fillable fields, send them to one or many recipients for legally binding electronic signature, route them through a defined signing order, and keep a complete audit trail of who acted on a document, when, and from where.
For Salesforce teams the important part is the integration. signNow publishes a managed package on the Salesforce AppExchange that adds send-for-signature actions to your objects, so a document can be raised from an Opportunity, Quote, Contact or custom record without leaving the CRM. signNow also provides Apex actions for Salesforce Flow that generate a document from a DOCX template populated with live Salesforce data — including dynamic tables — and create the signing invite in the same automated run. The vendor's own reference is the signNow for Salesforce documentation.
It fits organizations whose documents are repeatable, data-driven and high-volume — lease packets, proposals, quotes, engagement letters, onboarding forms, renewals, consent and disclosure packs. It is a weaker fit where every document is individually negotiated prose with no reusable structure, or where the real requirement is contract lifecycle management with clause libraries and obligation tracking. We will tell you which of those you are, in the first conversation, before anyone writes a statement of work.
What Twopir does is separate from what signNow does. signNow provides the platform, the signature legality and the audit trail. Twopir designs the document architecture around it, builds the Salesforce integration and automation, migrates and tests it, and supports it after go-live. We implement signNow; we are not an airSlate or signNow reseller, and nothing on this page should be read as a vendor partner credential.
Implement, configure, or build on top of signNow
These are three different pieces of work with three different price tags, and mixing them up is how signNow projects overrun. Here is exactly where each one stops.
| Engagement | What it covers | Typical buyer | Where it stops |
|---|---|---|---|
| Implementation | First rollout of signNow: package install, account and role structure, template design, field mapping to your objects, signing workflows, Salesforce integration, testing, training and go-live. | Teams adopting signNow for the first time, or replacing a manual or legacy signature process. | Ends when your documented use cases run in production and your team can operate them without us. |
| Configuration & optimization | Work on an existing signNow estate: template consolidation, fixing broken field mapping, routing redesign, bulk send, reminder and expiry policy, permissions clean-up, reporting. | Organizations already live on signNow where adoption stalled or the workflow no longer matches the process. | Stays inside what signNow and Salesforce declarative tools support — no custom code is written. |
| Custom build on signNow | Development against the signNow REST API and Salesforce Apex: embedded signing inside your own application or portal, webhook listeners, custom generation logic, bulk operations, non-standard system integrations. | Product and engineering teams embedding signing into a customer-facing experience, or operations with logic the standard package cannot express. | Scoped as a development project with its own architecture, test plan and release process. |
The boundary in practice: if it can be expressed as a template, a field mapping, a role, a routing rule or a Flow, it is configuration. Once you need signing embedded in your own UI, a webhook to drive downstream systems, or generation logic that branches on data the package cannot reach, it is a build. Most engagements start as the first and only cross into the second for one or two specific requirements — we scope those separately so they stay visible.
signNow capabilities, applied to real processes
The platform ships a large feature set. What matters is which parts your process needs and how they are configured against your data model — that is the work below.
Document Generation from Salesforce
We build DOCX templates with merge tags that populate from live Salesforce data, then trigger generation and the signing invite from a single Flow — so a document is raised from the record, not rebuilt by hand.
- DOCX templates with merge tags and dynamic tables
- signNow Apex actions wired into Salesforce Flow
- Generation from Opportunity, Quote, Contact or custom objects
- Conditional content driven by record values
- Generated output attached back to the originating record
Template & Field Architecture
Template sprawl is the most common thing we find and the most expensive to leave alone. We consolidate variants into a governed set, then design the fillable field and role structure so one template serves many cases.
- Template inventory, consolidation and version control
- Fillable fields with validation rules and reusable values
- Role-based field assignment across multiple signers
- Document groups for multi-document packets
- Ownership and change-control model for template edits
Signing Workflows & Routing
We turn the approval chain that currently lives in people's heads into explicit routing: who signs, in what order, what happens on decline, and when a reminder or expiry fires.
- Role-based invites with a defined signing order
- Conditional routing and conditional field display
- Bulk invite for high-volume, one-to-many sends
- Reminder, expiry, decline and cancellation policy
- Signer authentication options matched to document risk
Delivery, Status & Writeback
A signature that does not update the record is worth very little. We close the loop so the executed document, its audit trail and the resulting stage change all land where the business looks.
- Signed PDF and audit trail attached to the Salesforce record
- Status writeback driving stage, task and owner updates
- Webhook listeners for real-time downstream triggers
- One-time signing links for recipients without an account
- Notification and escalation rules for stalled documents
Security, Access & Compliance
We design permissions so people can send what their role allows and nothing more, and map the platform's compliance posture against the regime you actually operate under.
- Salesforce profile and permission-set design for signing rights
- Template edit rights separated from send rights
- Audit trail retention aligned to your record-keeping policy
- Regulated-workflow review for HIPAA or 21 CFR Part 11 contexts
- Sandbox-first change control before anything reaches production
Custom Development & API Work
When the packaged integration cannot express the requirement, we build against the signNow REST API — most often to embed signing inside a product or portal rather than send someone to email.
- Embedded signing inside customer portals and applications
- Template prefill and programmatic invite creation
- Webhook subscriptions driving downstream automation
- Bulk and document-group operations at volume
- Apex integration, error handling and retry design
How signNow connects to the rest of your stack
A signature platform only pays back when it is wired into the systems either side of it. These are the connections we design most often, and what actually moves across each one.
signNow + Salesforce
The core connection. Record data flows out to populate the document; signature status, the executed PDF and the audit trail flow back to the record, so pipeline stages and reporting reflect reality rather than someone's recollection.
signNow + Salesforce Flow
Flow is where the business rule lives. signNow's Apex actions let a Flow generate the document and create the invite in one run, so the trigger is a record change — a stage moving, an approval landing — rather than a person remembering.
signNow + CPQ & Quoting
Priced line items, terms and totals move from the quote into the agreement without re-entry. When the quote is revised, the document is regenerated from current data instead of being patched by hand.
signNow + Approval Processes
Internal approval completes in Salesforce first; only then does the external signing invite go out. This ordering stops the most damaging failure mode — a client receiving a document your own finance team has not yet accepted.
signNow + Document Storage
Executed documents are filed where your retention policy requires — Salesforce Files, SharePoint or a records system — with the storage location recorded against the account so nobody hunts for the signed copy later.
signNow REST API & Webhooks
For anything outside the packaged path. Your application creates invites and embeds signing directly; webhooks push document and signer events back in real time so downstream systems react the moment a document completes.
signNow + Forms & Intake
Data captured at intake populates the agreement rather than being retyped into it. We commonly pair this with our FormTitan form automation work where the capture step itself needs building.
signNow + the airSlate platform
signNow is part of the airSlate portfolio, so wider document process automation can extend beyond signature. Where that is the right scope, it joins our airSlate integration services.
How a signNow implementation actually runs
Six phases, one continuous engagement. A focused first use case typically reaches production in weeks rather than months; a multi-entity rollout with custom development takes longer, and we will say so during scoping rather than after.
Discovery & Current-State Assessment
We walk the document journey end to end — who requests it, who builds it, who approves it, who signs, what happens next — and collect every live template variant. This is where we find the twelve versions of one contract, and where the real requirements surface rather than the ones in the brief.
Solution Architecture
We decide which Salesforce objects drive which documents, where each merge value comes from, and which fields must be cleaned or added first. Data quality gets addressed here, not at testing: a merge tag pointed at an empty or inconsistent field produces a wrong document at full speed.
Configuration & Template Design
signNow is set up — account structure, roles, permissions — and templates are rebuilt against the agreed data model with fillable fields, validation and role assignment. Consolidating variants happens now, with the template owner in the room, because governance agreed later is governance not agreed.
Integration, Automation & Customization
The Salesforce integration is built: Flow-triggered generation and invites, routing and approval sequencing, status writeback, storage and notifications. Anything the packaged path cannot express is built against the REST API here, scoped and released as development work rather than absorbed quietly into configuration.
Testing, Validation & Training
We test with real records, not sample data — including the awkward ones: missing fields, long values, multi-line tables, declines, expiries and re-sends. Then the people who will run it are trained on their own templates, and the template owner is trained on change control.
Deployment, Support & Optimization
Release through sandbox to production with a rollback path, then a hypercare window while volume ramps. After that we track where documents stall, which templates generate rework, and where turnaround is slipping — and tune. Ongoing work can run through our Salesforce support services.
Where signNow earns its place
The pattern that pays back is always the same: a repeatable document, driven by data that already exists in the CRM, signed by people outside your organization.
Real Estate Transactions
Listing agreements, lease packets, offers and disclosure sets generated from the property and client record, routed to buyer, seller and agent in sequence. Document groups keep a multi-part packet as one transaction. See our Salesforce for real estate work.
Legal Engagement & Retainers
Engagement letters and retainer agreements raised from the matter record the moment intake qualifies, so the gap between "client says yes" and "signed" stops being measured in days. Pairs with our Salesforce for law firms practice.
Proposals, Quotes & Contracts
Priced quotes and sales agreements generated from the Opportunity with current line items, internally approved, then sent for signature — with the close date and stage updating automatically on completion.
Customer & Employee Onboarding
Onboarding packets sent as a single grouped set rather than six separate emails, with each party's fields assigned by role and the whole packet tracked as one item to completion.
Renewals at Volume
Renewal paperwork triggered on date-driven rules and issued through bulk invite, so a renewal cycle is a scheduled process with a tracked completion rate rather than a quarterly scramble.
Consent, Compliance & Disclosures
Consent forms and regulatory disclosures where the audit trail is the point — who signed, when, from which address — captured as evidence rather than reconstructed from an inbox after the fact.
What changes after go-live
The gains are operational before they are financial. These are the changes clients describe first — stated as changes in how the work runs, not as percentages we cannot evidence for your business.
Documents are produced, not assembled
The preparation step largely disappears. Producing an agreement becomes an action on a record rather than a task in someone's afternoon.
The document matches the record
Because values merge from Salesforce rather than being retyped, the agreement and the CRM agree — which removes an entire category of dispute and rework.
One approved template, everywhere
Every office sends the current, legal-approved wording. Template drift stops being something you discover during an audit.
Turnaround compresses
Generation, routing and reminders run automatically, so the elapsed time between request and signature shortens — most visibly on documents that used to wait on one person.
The process becomes measurable
Every stage is captured as data, so you can finally report on cycle time, stall points and completion rates by template, team or region.
Volume stops requiring headcount
Because the work is a configured process rather than manual effort, doubling document volume no longer implies doubling the people who handle it.
Document automation we have already delivered
These engagements were delivered on the document-automation platforms named on each card, not on signNow — we would rather show you real, published work than imply a case study we do not have. The architecture problem is the same one a signNow project solves: getting Salesforce data into a document and the result back onto the record.
Salesforce Document Generation
Generating client-ready documents directly from Salesforce records, with template logic and delivery handled inside the platform.
The same building blocks a signNow implementation uses: a governed template set, merge values mapped to real objects, generation triggered from the record, and output filed back where the business looks for it.
Read the Document Generation Case StudyBilling & Document Workflow Automation
Automating mass billing and matter documentation across a 150-employee firm on Salesforce.
50% Increase in operational efficiency
45% Productivity gains from automation
35% Faster lead qualification & conversion
Figures are scoped to the engagements that produced them · Browse all Twopir case studies
Consultants who understand the system behind the signature
We help growing and mid-market companies solve complex CRM, integration, and business system challenges — and we work with enterprise organizations on the same problems at greater scale.
Salesforce architects, not signature installers
As a Salesforce Partner with 12+ years of CRM delivery, we start with your data model. Most failed document projects are data-model problems wearing a template costume.
We have built this on several platforms
Our team has delivered Salesforce document automation on PDF Butler, Nintex DocGen and the airSlate platform. That breadth means we can tell you honestly when signNow is the right tool and when it is not.
Configuration and code under one roof
With 40+ consultants and integration engineers, the same team that configures your templates can build the API work when a requirement outgrows the packaged integration.
We scope the boundary in writing
Implementation, configuration and custom build are priced and tracked separately, so "can it also do this?" becomes a visible decision rather than an invisible overrun.
Delivery across time zones
Teams in Pune and New Haven, CT, working with organizations across the US, Canada, UK, UAE, Australia and New Zealand — including the multi-entity rollouts where document rules differ by region.
We stay past go-live
Document processes change whenever the business does. Our engagement model assumes optimization after launch, not a handover and an invoice.
Related signNow & Document Automation Services
If signNow sits inside a wider document programme, these are the neighbouring pieces: airSlate integration services for process automation beyond signature, Nintex DocGen for Salesforce where generation is the dominant requirement, and our full Salesforce consulting services when the document problem turns out to be a CRM architecture problem. Background reading: Salesforce and airSlate integration.
signNow questions answered before the first call
Six phases: discovery of your current document journey, solution architecture against your Salesforce data model, signNow configuration and template design, integration and automation, testing and training, then deployment with ongoing support. The heaviest work is usually template consolidation and field mapping — installing the package itself takes an afternoon.
A single well-defined use case — one document type, one signing flow, one object — typically reaches production in weeks. Timelines stretch when templates need consolidating across teams, when the underlying Salesforce data needs cleaning first, or when custom API development is in scope. We give you a phased estimate after discovery, not before it, because the template count is the variable that moves everything.
It does both. signNow provides Apex actions for Salesforce Flow that generate a document from a DOCX template populated with live Salesforce data — including dynamic tables — and create the signing invite in the same automated run. That means generation and signature are one workflow rather than two tools. The design work is deciding which object drives the document and where each merge value comes from.
That is a large share of our signNow work. The usual causes are template sprawl, field mapping that broke when Salesforce changed, routing that no longer matches the approval process, or signed documents not writing back so nobody trusts the record. We run an assessment against your live configuration and rebuild the parts that are failing — normally without starting the estate over.
If the requirement can be expressed as a template, a field mapping, a role, a routing rule or a Salesforce Flow, it is configuration. Once you need signing embedded inside your own application or portal, webhooks driving downstream systems, or generation logic branching on data the packaged integration cannot reach, it is custom development against the signNow REST API. We scope and price those separately so the boundary stays visible rather than absorbing quietly into the build.
signNow documents its platform as SOC 2 Type II certified and states compliance with GDPR, HIPAA, eIDAS, PCI DSS and 21 CFR Part 11, with AES-256 encryption at rest, TLS in transit, and a per-document audit trail recording who acted, when, and from which IP address. Verify the current certification scope against the vendor's security documentation for your regime — our part is designing the permissions, retention and approval controls around it so your configuration actually meets the obligation.
It depends on where the weight of your requirement sits. signNow is a strong fit when signature and template-driven generation need to run as one workflow from Salesforce, and when per-user cost matters across a large sending population. If your dominant need is complex document generation with heavy conditional assembly, a generation-first tool such as Nintex DocGen may suit better; if it is contract lifecycle management with clause libraries and obligation tracking, neither is the right category. We are happy to say so in the first call — we implement several of these platforms and have no incentive to push one.
Next Step
Tell us what your document process looks like today, and we will tell you what it should look like
A first conversation is a working session, not a pitch. Bring one document type that causes the most friction — we will walk through how it would be generated, routed, signed and written back, and be straight with you about whether signNow is the right platform for it.
Speak with a team that understands Salesforce architecture, document automation & signNow delivery
