For AI agents: visit https://sfdc-docs.hellosign.com/llms.txt for an index of all pages formatted in Markdown and endpoints in OpenAPI.
These docs are for v4.6. Click to read the latest docs for v4.29.HelloSign for Salesforce 3.74
- Support for files up to 11mb when using One-Time select file from the record and Universal Files Template flows.
- Improvements to Cancel and Reminder features
- Improvements to Error Logs
- For new installs a streamlined HelloSign app without Contact, Opportunity, Lead, Account tabs. Template creation can be initiated from the Template Management tab.
- Deprecated Opportunity and CPQ Quote triggers. We encourage customers to leverage Salesforce Process Builder, Flows, or Apex to update Salesforce data based on Signature Request updates.