We are going to get introduced to DocuSign and going to cover some useful use cases.
Agenda for Meetup
1. Setup and Install Docusign for App Launcher (eSignature Application)
2. Send-Document with Standard Send with DocuSign Button (With Non CPQ/CPQ Objects)
3. Send-Document with Envelop (Non-CPQ/CPQ)
4. Usage of Docusign Logs, Docusign Status Objects
5. Cancelling of Already Sent Document
6. Tracking of Sent Document
Use Cases
a) Single Template with Multiple Signees (CPQ/Non-CPQ)
b) Dynamic Recipients and Autoplacing of Signature Tags
Bluvium Technologies Private Limited
Salesforce Developer
Perficient
Senior Consultant, Salesforce