Tally SignUniversity

Signed → Order → Contract

What runs after signing, what the quote needs beforehand and what to check if a step fails.

3 sections · 6 screenshots

On this page

What runs

When the last person signs, Tally Sign runs the steps you turned on, in order:

  1. The quote's Status is set to Accepted.
  2. The signed PDF is saved to the quote's Files.
  3. An order is created from the quote.
  4. The order is submitted and activated.
  5. Assets are created or updated from the order.
  6. A contract is created.
  7. The signed PDF is saved to the new order and contract.
  8. The sender gets a bell notification.
A signed order form on a quote: Accepted, both signers signed
The quote after signing: Status Accepted, both signers done.
The activity list with each Salesforce step: status updated, PDF saved, order created and submitted, assets, contract
Each step appears in the Activity tab, prefixed with Salesforce.

Open the new records from the menu next to View signed PDF: Open order and Open contract.

The menu with Open in Tally Sign, Download signed PDF, Open order and Open contract
Jump to the order and contract.
The new order, Activated, with the same products as the quote
The order, activated, with the quote's lines.
The new contract for the account
The contract, with the signed PDF in its Files.

Before you send: what the quote needs

  • The Quote Status picklist has an Accepted value.
  • The quote has a Bill To Contact and billing and shipping addresses. Revenue Cloud copies them to the order.
  • Prices are up to date. If the quote shows The prices aren't up to date, choose Reprice All before sending.
  • Every quote line has a start proration period (Period Boundary). Lines without it can't be repriced.
  • Orders are enabled, and the user Tally Sign connects as can create and activate orders and contracts.
  • For Create a contract, turn on the steps before it; each step needs the one before.

If a step fails

A failed step shows in the component's Activity tab, for example: Salesforce: couldn't create the order — We couldn't create the order because the prices aren't updated. Click Reprice All and try again.

An Envelope record whose activity shows a failed order step followed by the order and contract being created
The failed attempts, then the successful run after the prices were fixed.
  1. Read the message. It comes straight from Salesforce.
  2. Fix the cause on the quote, for example choose Reprice All.
  3. Wait for the next retry. Steps that already worked aren't repeated.
RetryWhen
1st1 minute after the failure
2nd5 minutes later
3rd30 minutes later
4th2 hours later
5th12 hours later

On the website: Revenue Cloud Advanced·Pricing