Merge multiple agreements into a single mail with Adobe eSign for Salesforce

Question

Hi,

Currrently we are sending multiple agreements using the following api in salesforce.

echosign_dev1.AgreementTemplateService.load(agreementTemplateId,MasterRecordId);

We do have a business requirement to bundle agreements generated with different MasterRecordId but using the same agreementTemplate ( same Recipient as well) into a single mail. This to prevent spamming the recipient.

Ideally we are looking for an api like this: echosign_dev1.AgreementTemplateService.load(<agreementTemplateId,List<sObject> masterRecords)

masterRecords is a array where we can pass a list of Masterrecords ids. A single mail is sent out containing one merged pdf document.

Is this achievable with Adobe esign ?

SimonESATS · Answer

No, at least not directly. One agreement = one email.

instead of sending multiple agreements, you could look into combining the documents used in one agreement transaction.

In that case Sign combines all documents into one PDF, though you can return the individual documents use.

Sign considers this one transaction so one email.

However if the business case dictates that these shoudl be treated as inidividual transactions, you need to get a more clever.

This works best if agreements are send by a single sender using the send on behalf feature.

That allows you to disable invitation emails on the group of that single sender (requires you to contact support though)

Then after creating the agreements, there's an apex class to grab the signing url for all these agreements (see the SFDC dev guide) and these can be added to an email created from salesforce for example.

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