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.