WeDid: Template Auto Send

Challenges

The users would like to have a mechanism of sending out documents from Salesforce to their clients for signature automatically.

Sample scenario:

When the quote status is set to “Presented”, a PDF quote containing all the relevant information of the quote  including the line items  will be generated and sent to the contact for signature automatically.

 

Solution

  1. Install an app “Conga Composer”.
  2. Install an app “Conga Workflow”.
  3. Install an app “Docusign”.
  4. Create workflow that will be triggered by the quote status.

 

Related Objects Quote, Quote Line Item
Components/App Conga Composer, Conga Workflow, Salesforce Workflow
Complexity Easy