# Send from a Salesforce record

> Send an order form or any template from a Quote, Opportunity, Order, Contract or Account.

Tally Sign University › [Salesforce](https://sign.gettally.io/university/salesforce)

## Send with Tally Sign

1. Open the record, for example a Quote.
2. Choose **Send with Tally Sign**. You can also choose **Send for signature** in the record's **Tally Sign** tab.
3. Pick the **Template**. Templates linked to this object are listed first.
4. Check **Recipients**. Each shows where it came from. Choose **Change** to pick someone else.
5. If anything is listed under **Missing values**, fill it in. This only changes the document, not Salesforce.
6. Check the **Subject** and add a **Message**.
7. Choose **Send**, or **Save draft** to finish it later.

![Send with Tally Sign on a quote: template, recipients, email and a live preview of the order form](https://sign.gettally.io/university/salesforce/send-quick-action.png)

*The document on the right is filled from the quote as you go.*

Once sent, the envelope appears in the record's **Tally Sign** tab. With the default Order Form setup, the quote's status changes to **Presented**.

> **Note:** Sending needs a seat. People without one see **Needs a Tally Sign seat** and can choose **Request a seat**. See [Seats](https://sign.gettally.io/university/admin/seats).

## The Tally Sign tab on the record

The tab shows every document sent from the record. For each one:

- A signer row with each person's progress, for example **Opened 9:06 PM** or **Viewing now**.
- **Remind** re-sends the email to people who haven't signed.
- **Signing link** copies a person's link, or lets you **Sign in person** on this device.
- The menu has **Open in Tally Sign**, **Download signed PDF**, **Open order**, **Open contract**, and **Update from record** for drafts.
- Tabs: **Activity**, **Conversation**, **Redlines** and **Document**.

![The Tally Sign tab on a quote with recipients and activity](https://sign.gettally.io/university/salesforce/embed-activity.png)

*The Activity tab lists recipients and every event.*

![The Document tab showing the order form](https://sign.gettally.io/university/salesforce/embed-document.png)

*The Document tab shows the current version. Earlier versions are in the version menu.*

Next guide: [Negotiate from inside Salesforce](https://sign.gettally.io/university/salesforce/negotiate-in-salesforce)

Source: https://sign.gettally.io/university/salesforce/send-from-salesforce