Sign
AI-Enhanced eSignature and Contract Management for Salesforce
Streamline your contract lifecycles and approvals with digital signatures, automated workflows, and AI-powered validation directly within Salesforce.


Sign
Core Features
Sign
Delivered as a managed package, CT Sign is designed for rapid deployment with compatibility across Salesforce editions. Admins can assign licenses, set profiles, and define permissions without needing development, while leveraging AI-assisted validation within the document lifecycle.
Setup is intuitive: define signable objects, configure libraries for template storage, and link CT Sign to your Salesforce org using the Visualforce-based Control Panel as the bridge to the Application Service and DocuSign. AI-powered template intelligence ensures accurate data population and reduces manual review effort.

Sign
Platform Capabilities
Tailored Document Access
Share only the necessary documents and libraries with specific users. Leverage dynamic templates filled with Salesforce customer data to optimize document workflows, enhanced with AI-driven field validation to minimize errors before sending.
Robust Integration Backbone
The underlying Application Service ensures a seamless, secure link between Salesforce (or CT Mobile) and your e-signature platform, supported by AI-powered data consistency checks to maintain accuracy across systems.
Intuitive Off-Platform Execution
Add CT Sign to CT Mobile’s menu, include a “Sign Document” action button, and ensure user permissions for offline signing are correctly set, empowering field reps to act where internet connectivity is patchy, with AI-assisted sync validation once reconnected.
Compliant, Audit-Ready Workflows
Every action: document creation, sending, signing & completion, is automatically logged with timestamps and user data. AI-enhanced monitoring helps identify anomalies and supports compliance with industry regulations, providing a complete audit trail for internal reviews or external audits.
Want us to show you how our AI-powered products can help your business?
Request a personalized demo, and we’ll show you how these tools, enhanced with AI capabilities, can improve your processes and decision-making.

See our Bundles
Consumer Goods Bundle
Empower your CPG field teams with one AI-enabled app for visit planning, order entry, shelf audits and promotions, all online or offline, so reps spend less time toggling tools and more time driving in-store sales with data-backed insights.

Consumer Health and Pharma Bundle
Equip your pharma and consumer-health reps with CT Mobile’s offline CRM plus CT Pharma’s compliant sample management and e-signature workflows, enhanced with AI-driven insights, so every physician or retail visit becomes a seamless, on-the-spot engagement.

Order Taking Bundle
Combine CT Mobile’s field-ready interface with CT Orders’ advanced pricing and promotions engine, augmented with AI-powered validation and optimization, enabling reps to create, edit and approve complex B2B orders offline, then sync instantly to Salesforce and your ERP.

Order Taking with CG Cloud
Extend your CPG Cloud with CT Mobile’s offline order entry, CT Orders’ configurable pricing rules and CT CPG’s promo & planogram management, enhanced with intelligent automation, so reps handle audits, orders and offers in one cohesive, AI-supported mobile workflow.

Our Products
Discover the full suite of Salesforce-native tools designed to empower your field sales and marketing teams with offline capabilities, data-driven insights, and seamless execution – no matter where your reps are.
What customers have to say about us
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