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
Updated almost 5 years ago