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Onsite Client Meeting Signature

Community Beginner ,
May 08, 2017

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We have the Salesforce integration and my sales team wants to be able to pull up a document while at a customer meeting to have the client sign. Is there any way to do this without sending it to them? We will still need to send to have our CEO sign. Any guidance is greatly appreciated.

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Onsite Client Meeting Signature

Community Beginner ,
May 08, 2017

Copy link to clipboard

Copied

We have the Salesforce integration and my sales team wants to be able to pull up a document while at a customer meeting to have the client sign. Is there any way to do this without sending it to them? We will still need to send to have our CEO sign. Any guidance is greatly appreciated.

Views

96

Likes

Translate

Translate

Report

Report
Community Guidelines
Be kind and respectful, give credit to the original source of content, and search for duplicates before posting. Learn more

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