Introduction Dropbox Sign (previously HelloSign) is an eSignature application that helps us to get the signatures from the recipient. The Salesforce users can send out a signature request right from the record page using a quick action or a lightning component. Installation Install the Dropbox Sign package from Salesforce AppExchange. Navigate to the Dropbox Sign app from the App Launcher. Under the Dropbox Sign Settings, connect your Dropbox Sign account to salesforce. The user should use the same email address for both salesforce and Dropbox Sign accounts, else an error will pop up notifying the same. The email can be changed later once the connection is made. Add the Use Dropbox Sign button on the necessary record page layouts. Create Templates In the Dropbox Sign app, navigate to the Dropbox Sign Template tab. Template Name is required. This is the name users will see when selecting a template. Source Object is required. This is the object from which users will be able t...