Product Type | Document Generation and eSignature Software |
Form Factor | Cloud-based SaaS Application |
Platform Compatibility | Salesforce.com (Lightning and Classic interfaces) |
Use Case | Document automation and electronic signatures within Salesforce |
Target Users | Sales, Legal, and Service Teams |
Automation Capabilities | End-to-end document lifecycle automation from generation to eSignatures |
CRM Integration | Native Salesforce Integration |
Deployment Model | Cloud/SaaS |
Foxit for Salesforce - Document Generation & eSignatures

Key Benefits

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- Eliminates need for external platforms by embedding all functionality within Salesforce
- Accelerates business processes with automated document generation and signing
- Enhances operational efficiency for sales, legal, and customer service teams managing contracts and communications
Product Overview
Foxit for Salesforce - Document Generation & eSignatures is a specialized software solution developed by Foxit Corporation to improve productivity and document management within Salesforce. The application allows users to generate professional documents rapidly and securely send them for electronic signature, all from within the familiar Salesforce interface. This integration eliminates the need for third-party platforms, reducing time and potential data exposure risks during external handling.
Designed for sales, legal, and service teams, this solution enables streamlined workflow automation by embedding robust document generation tools alongside legally compliant eSignature functionality. It supports Salesforce-native operations, ensuring smooth data mapping and document population from CRM fields. This end-to-end automation helps reduce manual errors, accelerates closing cycles, and improves customer engagement by minimizing friction across document processes.
While technical specifications such as file format support, compliance certifications, or compatibility details are not disclosed in the available data, Foxit’s reputation in digital document innovation and the application's alignment with Salesforce suggest a focus on enterprise reliability, security, and scalability.
Specifications
Product Overview
Wireless Features
Wi-Fi Connectivity | |
Mobile Access | Salesforce Mobile App compatible |
eSignature Mobile Support | Yes, eSignatures supported on mobile platforms via Salesforce |
Compliance & Origin
Country of Origin | Inquire |
TAA Compliance | Inquire |
GDPR Compliance | Yes |
eIDAS Compliance | Yes (for European digital signatures) |
ESIGN Act Compliance | Yes (U.S. Electronic Signatures in Global and National Commerce Act) |
UETA Compliance | Yes |
SOC 2 Certification | Yes (via backend infrastructure) |
HIPAA Compliance | Yes (based on configuration and usage) |
Advanced Security Features
Data Encryption | AES-256 bit encryption for documents in transit and at rest |
Authentication Methods | Standard Salesforce authentication + MFA support |
Audit Trail | Detailed audit logs for document access, changes, and eSignature activity |
Tamper Detection | Yes, cryptographically bound eSignature validation |
Role-based Permissions | Yes |
Interfaces
Salesforce Integration | Native Lightning-ready integration |
API Support | Yes (utilizes Salesforce APIs) |
Template Engine | Dynamic content generation using Salesforce data merge fields |
Output Formats | PDF, DOCX, others (based on Foxit PDF SDK capabilities) |
Document Input Sources | CRM field data, standard and custom Salesforce objects |
User Interface | Web-based, within Salesforce |
Physical & Environmental
Product Dimensions | |
Shipping Weight | |
Operating Environment | Cloud-hosted; inherits Salesforce operational availability |
Storage Requirements | No local installation required |
Cloud Management & Licensing
Licensing Model | Subscription-based per user or per envelope |
Management Interface | Managed directly within Salesforce via AppExchange package |
Admin Features | Role-based access control, usage reporting |
Cloud Platform | Salesforce Cloud and Foxit Cloud |
License Type | Enterprise, Business, Government options |
User Management | Integrated with Salesforce profiles and permissions |
Trial Availability | Yes (via AppExchange trial) |