HelloSign for Salesforce 2.0

HelloSign for Salesforce 2.0

New Features/Updates:

  • Added HelloSign Signature Status Object to the package
  • Added HelloSign Signature Status Details Object to the package
  • Removed “Viewed”, “Sent”, and “Signed” to Notes and Attachments
  • Added “Viewed”, “Sent”, and “Signed” to HelloSign Signature Status and HelloSign Signature Status Details
  • Added ability to send one off document from documents originating in notes and attachments
  • Added ability to decline the signature requests
  • Added ability to utilize text tags for one off documents
  • Added ability to utilize a trigger to update opportunity stage to “Closed-Won” when a signature request is fully signed
  • Added ability for access controls to limit “Send with Template” and “Create Template” by profile or permission sets