Notarize’s customers can now benefit from initiating and managing digital document notarization without leaving Salesforce.
Notarize announced it has launched Notarize for Salesforce on the Salesforce AppExchange, empowering customers to initiate and manage fully digital document notarization without leaving the Salesforce platform. Online notarization reduces errors, saves valuable time, and modernizes the customer experience and now it can be performed within Salesforce.
Integrated directly with Salesforce, Notarize for Salesforce is currently available on AppExchange at Notarize for Salesforce. Notarize for Salesforce is the first online notarization platform available to Salesforce users.
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Notarize users can now perform an end-to-end online notarization without leaving the Salesforce platform.
Features include:
- Ability to request a document to be digitally notarized or eSigned which then triggers an email to a signer to begin the process
- Option to customize or templatize email messages to signers for speed and ease with fully configurable in Account, Opportunity, Lead and Contact objects features
- Status/timestamp tracking of notarization status
- Configurable storage of completed notarization inside Salesforce
These features enhance the user experience by reducing the errors time, and money associated with the in-person and legacy paper processes.
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“Consumer expectations have shifted to digital-first, especially for tasks that have typically been time-consuming and time-sensitive, and notarizations are the perfect example of a legacy process that needed a tech-forward upgrade. Notarize pioneered online notarization, and we are the first and only fully dedicated provider of remote online notarization on AppExchange. Businesses and consumers rely on Salesforce, and this offering will uplevel the experience for any Notarize user who wants and needs to have a document notarized securely, efficiently and via a fully digital experience,” said Pat Kinsel, Notarize Founder and CEO.
“Notarize for Salesforce is a welcome addition to AppExchange, as they power digital transformation for customers by being the first to offer online notarization directly within Salesforce,” said Woodson Martin, GM of Salesforce AppExchange. “AppExchange is constantly evolving to connect customers with the right apps and experts for their business needs.”
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