Highlighted

Salesforce quote, send for signature

New Here ,
Jun 22, 2018

Copy link to clipboard

Copied

Hello everyone,
We are trying to make our flow for agreements paperless and in that way we are evaluating "Adobe Sign" with Salesforce. So far installation has gone through very well and is now integrated with Salesforce.

But for our purpose we need a button in "Salesforce Quote" that take the latest created quote (pdf file) and send it to "Adobe Sign" to make an agreement.

I tried to make a custom button with link to something like "/apex/echosign_dev1__AgreementTemplateProcess?masterId=….." but it ended with an error message "sObject type 'Oppurtunity' is not supported…".

I'm hoping that some kind souls here could assist me to make this happen in the right way.

Cheers,
Ramtin

Topics

Questions Need Help

Views

171

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

Salesforce quote, send for signature

New Here ,
Jun 22, 2018

Copy link to clipboard

Copied

Hello everyone,
We are trying to make our flow for agreements paperless and in that way we are evaluating "Adobe Sign" with Salesforce. So far installation has gone through very well and is now integrated with Salesforce.

But for our purpose we need a button in "Salesforce Quote" that take the latest created quote (pdf file) and send it to "Adobe Sign" to make an agreement.

I tried to make a custom button with link to something like "/apex/echosign_dev1__AgreementTemplateProcess?masterId=….." but it ended with an error message "sObject type 'Oppurtunity' is not supported…".

I'm hoping that some kind souls here could assist me to make this happen in the right way.

Cheers,
Ramtin

Topics

Questions Need Help

Views

172

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

Have something to add?

Join the conversation