Send Salesforce Data for E-sign with Webmerge to Docusign
Hello All, here’s another Blog that helps Salesforce Users to send their data in the form of a document for Electronic Signature . So my blog describes the very simple way of doing this functionality by using two Third-Party platforms, One is WebMerge that generates the document containing the Salesforce record data and Second is DocuSign that helps in e-Sign via WebMerge. In this functionality, WebMerge plays a role of a connector between Salesforce and DocuSign. Please follow the below steps to send Salesforce record data for e-sign to DocuSign with WebMerge. Step 1: Install WebMerge package from AppExchange + Step 2: Create and setup your documents in WebMerge by clicking on the tab “ WebMerge Documents ” + Step 3: Also, setup deliver setting. Click on “ +New Delivery ” button and choose DocuSign from the list of delivery methods available + Also, setup the email address of the signee and the email...