.svg)
.avif)
.png)
Leegality Plugin for Salesforce
Execute compliant digital documents from Salesforce — no API integration needed
.svg)
Why you need this feature
For banks and financial institutions that run on Salesforce, the CRM is the centre of everything — leads, customer data, relationships, compliance. Teams spend their entire day inside it. They know it inside out. But when it came to getting documents signed, they had to step outside Salesforce entirely. This broke the flow and agent’s end up switching between the 2 platforms for each customer
With Leegality plugin for Salesforce - you can provide the entire Leegality workflow to your agent’s, right within Salesforce. This means the agents can execute any agreement without ever leaving Salesforce.
No tech integrations required, simply install the plugin inside your Salesforce account.
Flow
Feature benefits
Heading
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Zero Tech Dependency
Skip API integrations entirely — business teams can configure and modify document flows themselves directly from the Leegality dashboard
No Learning Curve
Execute documents straight from the CRM your team already uses daily, eliminating training time and adoption friction
Error-Free Data Entry
Auto-fill signer information directly from Salesforce records, removing manual data entry errors and saving time on every transaction
Enterprise-Grade Security
Benefit from Salesforce-verified InfoSec standards after 3 months of stringent security verification and approval processes
More resources
