Signature Component – No More Paperwork: Sign Right On-Site!

The SmallBuilder Signature Component makes it easy to collect signatures directly in Salesforce.

Many companies create documents across various Salesforce objects. However, when it comes to signing them, they often fall back on manual steps or third-party apps. For example, they may need to print the document, get a handwritten signature, scan it, and upload the file again. In some cases, they use e-signature platforms that require separate integration.

Fortunately, with SmallBuilder Documents, you can generate documents and collect signatures—all in one place, directly inside Salesforce. Just add the Signature Component to your template and start collecting signatures immediately.

Say Goodbye to Paperwork: Streamline Signature Tasks

On-site contract signing: Customers can sign the contract directly on-site and instantly save it as a PDF.
Work completion confirmations: Once the work is complete, ask the customer or service rep to sign right away to simplify verification.
Equipment inspection & training confirmations: Use for internal review or customer acknowledgment of inspection results, maintenance logs, or training completion.

How to Add the SmallBuilder Signature Component

Setting up signature capture in SmallBuilder Documents is simple:

Open the Document Template Canvas
Click Add Component
Select Signature, then add it to your template

Use the Add Signer button to include as many signers as needed

SmallBuilder Signature Component – Key Features

Feature	Description
Touch-based Input	Sign with a finger or stylus on mobile
Mouse Input	Sign using a mouse on desktop
Mobile Support	Works seamlessly in the Salesforce Mobile App
Dual Input Modes	Upload an image instead of drawing a signature

2025 Release Highlights

In addition to the signature feature, the ’25 release of SmallBuilder Documents includes several enhancements to improve your document workflow:

📝 Dynamic PDF File Naming

You can now automatically generate PDF file names using merge fields within your template.
For example:
RepairReport_{{!WorkOrderNumber(xIgx)}}_{{!Today(Qgzj)}} → becomes → RepairReport_00000234_2025-05-29.pdf

You can configure this in: Default > PDF File Settings

🌍 Locale-Based Format Conversion

SmallBuilder automatically formats dates, numbers, and currency values in your document based on the locale settings of the user.

No extra formatting is required, making it perfect for multilingual or multinational teams and customers.
You can provide consistent formatting without modifying the template for each language or region.

From Creation to Signature—Smart Document Management with SmallBuilder

SmallBuilder Documents isn’t just about generating documents. It’s a no-code tool designed to adapt to your workflow—collecting signatures, defining file-saving rules, and more.

Try the smarter, more powerful document features of SmallBuilder today! 🖋️📄

🌟 Want to get started? Check out our Quick Guide to SmallBuilder Documents.🌟

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Have questions or need help? Feel free to Contact us anytime.

The Signature Component is available from v1.9202 and above.