How to use templates with Dropbox Sign for Salesforce

Updated Sep 29, 2025

In this article

Templates must be created in Salesforce when using the Dropbox Sign for Salesforce integration. Any templates created on sign.dropbox.com or when using the Dropbox Sign API as a standalone product cannot be used in Salesforce.

Templates created on Salesforce can be used on sign.dropbox.com and also when using the API.
Was this article helpful?

Let us know how why it didn't help:

Thanks for letting us know!

Thanks for your feedback!

Community answers

Other ways to get help