Text Tag Example 2: Single Signer with Salesforce merge and writeback
Create Template
- Create a new HelloSign Template on the Opportunity using File Attached to Record (Universal Files) method
- Add a signer type User
- Role Name is “Rep”
- Make the related user default Record Owner
- Merge the following fields:
- opportunity name
- opportunity amount
- opportunity private
- user full name
- user title
- Move user title to the writeback section
- Add a title on the delivery page
- Add any default message you want for the template
- Click Save & Close
- Click Return Home
Copy into Document
- Copy the text in the box into a word document, convert the document to a PDF.
- Upload the document as a Salesforce File to an Opportunity record
- Use the template created earlier.
Updated almost 5 years ago