Track 03

Salesforce

Connect your org, fill templates from records, send and negotiate from Salesforce, and report on every envelope.

1. 1Connect SalesforceSign in once as a Salesforce admin. Tally Sign checks what your org has and adapts to it.
2. 2Install the package and add the componentInstall the Tally Sign package, assign permission sets, put the component on record pages and add the quick action.
3. 3Salesforce fields in templates and Preview as recordPlace any field from the record, or its parent records, and preview the template with real data.
4. 4Who signs (signer rules)Tell Tally Sign where to find each signer on the record. The first rule that finds a name and email wins.
5. 5After signing: field updates, Files and notificationsUpdate fields on the record, save the signed PDF to Files and notify the sender, automatically.
6. 6Send from a Salesforce recordSend an order form or any template from a Quote, Opportunity, Order, Contract or Account.
7. 7Negotiate from inside SalesforceReply to questions, leave internal notes and accept or reject redlines without leaving the record.
8. 8Envelopes, reports and the dashboardEvery document sent from Salesforce becomes an Envelope record you can list, report on and use in Flows.