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The DocuSign Solution Pack

Install the DocuSign Solution Pack (link)

DocuSign® for Salesforce® must be installed and configured in your target environment.

DocuSign Contract

The DocuSign Contract solution provides a way to send a simple contract to a single recipient for electronic signature. It merges data from an Opportunity, as well as its related Opportunity Line Items, into a Word® document that is converted to a PDF file upon merging. The contract template includes sample payment terms and terms and conditions that can be easily replaced with language specific to your organization. The default DocuSign recipient is the Opportunity's Primary Contact, but the contract can be sent to anyone.

Data

Fields from the Opportunity, Account, Opportunity Line Item, User, Primary Contact, and Organization

Template

Word template converted to PDF output (&DefaultPDF)

Word template includes DocuSign automatic anchor tags for the recipient's signature and the date signed

Features

Output file name includes Opportunity Name and today's date (&OFN)

DocuSign recipient is defaulted to Opportunity Primary Contact (&DocuSignR1Id)

DocuSign recipient type is set to 'Signer' (&DocuSignR1Type)

DocuSign recipient role is set to 'Signer 1' (&DocuSignR1Role)

DocuSign recipient routing order is set to '1' (&DocuSignR1RoutingOrder)

DocuSign Quote

The DocuSign Quote solution provides a way to send a basic quote to a single recipient for electronic signature. It merges data from an Opportunity, as well as its related Opportunity Line Items, into a Word document that is converted to a PDF file upon merging. The default DocuSign recipient is the Opportunity's Primary Contact, but the quote can be sent to anyone.

Data

Fields from the Opportunity, Account, Opportunity Line Item, User, Primary Contact, and Organization

Template

Word template converted to PDF output (&DefaultPDF)

Word template includes DocuSign automatic anchor tags for the recipient's signature and the date signed

Features

Output file name includes Opportunity Name and today's date (&OFN)

DocuSign recipient is defaulted to Opportunity Primary Contact (&DocuSignR1Id)

DocuSign recipient type is set to 'Signer' (&DocuSignR1Type)

DocuSign recipient role is set to 'Signer 1' (&DocuSignR1Role)

DocuSign recipient routing order is set to '1' (&DocuSignR1RoutingOrder)

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