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
Sunday, December 5, 2021
5:30 AM – 7:30 AM UTC
Welcome & Introduction by Group Leader |
DocuSign (eSignature for Salesforce) Implementation in Salesforce and Demo |
QA Session |