Salesforce PDF to Adobe Sign Agreement automation possibility?
- March 19, 2024
- 1 reply
- 386 views
Hello everyone, I currently have set up in my Salesforce instance the "Create PDF" button from the quote object, I then save the PDF and "Send For Signature" with my Adobe Sign integration...
The question is... Is there a way to:
1: Add the saved PDF automatically to the adobe sign file selection before previewing and editing the signature fields?
2: Is there a way to automate these signature fields instead of having to add them each time I create a new agreement?
The reason why I ask this is because I tried to use Document Builder for this type of automation and it sure did work, but the template is required to be a word document, which is not my favorite thing, just seeing if our company possibilities to do this seem "Logical" or if i will just have to keep using Document Builder for automations like this
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