Lumin for Salesforce

Lumin is a cloud‑based document‑management and PDF‑editing application. By using this application, users can view, edit, and share PDFs on desktop or mobile, and it will support signing, filling forms, and editing templates.

Features:

  • Native Salesforce integration: Lumin Sign installs from AppExchange and runs directly inside Salesforce, so users send and track contracts without leaving the CRM.
  • Smart Salesforce‑driven templates: Templates auto‑fill fields like Customer Name and Deal Amount from Opportunity, Account, or Contract records, reducing manual entry and errors.
  • One‑click contract sending from records: From any Salesforce record, you can select a Lumin template, choose signers, and send a contract in seconds with a single click.
  • Real‑time status and document sync: Lumin pushes signature status, timestamps, and the final PDF back to Salesforce.
  • Embedded signing experience in Salesforce: The signing interface appears inside Salesforce, giving users a seamless, branded experience without switching apps or tabs.
  • Cost‑effective for SMBs: Priced lower than many enterprise e‑signature tools, Lumin is designed for growing businesses that want powerful, Salesforce‑native e‑signatures without complexity or high cost.

Complited Lumin

Complited Lumin

Have any questions? Feel free to email support@astreait.com or visit astreait.com to schedule a consultation.