WeDid: Template Auto Send
April 20, 2015 /
Posted in We Did
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
- Install an app “Conga Composer”.
- Install an app “Conga Workflow”.
- Install an app “Docusign”.
- 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 |