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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)Conga CopilotCPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTest AuthorTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneral

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Billing for Salesforce

Template Configuration

Legal Entity based Template Configuration

Legal Entities are individual business units within an organization. They are responsible for conducting business transactions with customers across geographies. For example, your organization can have a US Legal Entity and a UK Legal Entity. The US Legal entity is responsible for conducting business transactions with customers in North America. The UK legal entity is responsible for conducting business transactions in the EMEA Region.

For more information on legal entities, refer to Legal Entities in Revenue Recognition on Salesforce Administrator Guide.

You can have different document templates for different Legal Entities. Link the legal entity to your Quote/Proposal to generate a document with a legal entity based template.

Note: To send an email from the legal entity email address, ensure that you set the email address of the legal entity in Organization-Wide Email Address setting.

To set-up a document template for a Legal Entity

  1. From All Tabs, click Legal Entity Template Settings Entries.
  2. Enter values for the following field:

    Field

    Description

    Document Template Name

    Enter the name of the template to use for PDF generation

    Delivery Type

    Select the delivery method for the document. Note: Currently we do not support this field.

    Document Type

    Select the document type from one of the following:

    • Invoice
    • Split Invoice
    • Credit Memo
    • Wallet Credit
    • Dunning

    Email Template Name

    Enter the name of the Email Template to use while sending email notifications

    Note: Currently we do not support this field.

    Legal Entity

    Enter the name of the Legal Entity
  3. Click Save.
You can use this functionality to have legal entity based templates for the following documents:
  • Invoice
  • Split Invoice
  • Credit Memo
  • Wallet Credit
  • Dunning
Administrator Guide
Billing

January 8, 2025