Salesforce Customer.IO Integration
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Salesforce Public Payment Form with Signature & PDF Generation
See how Coders Region built a secure Salesforce site to collect payment details and signatures, with encrypted storage and auto-generated PDFs.
Introduction
At Coders Region, we build powerful, secure Salesforce experiences tailored to real-world business needs. In this case study, we demonstrate how we created a public-facing Salesforce form that collects payment details and a digital signature, stores the data securely in encrypted fields, and generates a PDF document natively in Salesforce — no third-party tools required.
What the Solution Does
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Hosts a public Experience Site form (no login required)
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Collects sensitive payment information securely
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Captures client signature for authorization
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Stores all data in Salesforce encrypted fields
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Auto-generates a PDF including all submitted data and signature
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PDF can be emailed to the client or stored for internal records
Ideal Use Cases
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Healthcare providers collecting pre-authorization payments
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Legal firms gathering retainers with signed consent
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Finance companies requesting payment approval
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Agencies requesting secure billing sign-offs from clients
Why This Matters
Manual payment intake and approvals are slow, prone to error, and unsecure. This solution eliminates those issues by:
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Ensuring secure capture and storage
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Creating audit-ready signed documentation
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Making the process seamless for the client — no login, no confusion
Watch the Live Demo
Want to see it in action? This short demo walks you through the user experience on the public form and shows how the signed data is stored and turned into a downloadable PDF.
📩 Interested in Something Similar?
If your business needs secure client data capture, signature consent, or automated PDF documentation, we can help.
We built a secure Salesforce public site to collect payment details and signatures. Submitted data is encrypted and auto-converted into a signed PDF for client or internal use.
