WeDid: Customized Quote Form with E-Signature
May 30, 2014 /
Posted in We Did
Challenges
Salesforce has an out-of-box feature which allows user to create Quote with form templates and saved as PDF.
However, the customer is looking for additional feature to enable their clients to be able to sign on the quote electronically via mobile devices, i.e. smart phones, tablets, etc. As such, a customized Quote form with the support of electronic signature is implemented in Salesforce.
Solution:
- Generate customized Quote template including all the relevant information.
- Signature can be signed on the customized form electronically.
- The Quote form can be saved as PDF file with or without the signature.
| Related Objects | Quote |
| Components | Visualforce page + Apex Controller |
| Complexity | Difficult |