You can send an agreement for signatures using the follow-up action from lookup agreements or create NDA workflow.
To send an agreement for e-Signature, you need to install DocuSign or AdobeSign in your Salesforce Org. Max discovers the signature provider and forwards the agreement for signature.
Max follows the following steps:
- Determines the e-signature provider.
- Selects the email template based on tenant level configuration.
- Sets the email subject based on tenant level configuration.
- Predicts the e-signature recipient as below:
- First preference is given to user-specified contact.
- If you do not specify any e-signature contact, Max selects the most recent recipient.
- If the most recent recipient of the Agreement is unavailable, Max prefers the agreement level primary contact.
- If the agreement level primary contact is unavailable, Max prefers the account level primary contact.
- Sets the CC user to the user logged in the Conga system.
- Asks the user to confirm the e-signature settings.
- Asks the user to change or confirm the recipient.
- Once the user confirms, the agreement is sent via email to the recipient for signature.
Sending an Agreement for e-Signatures
The following table represents the conversational flow for sending an agreement for e-Signature.
After Max displays the eSingature information, Click Send it.
Say Proceed. You can use one of the following commands:
Alright! I’ve sent your agreement to email@example.com for signature. Let me know if I can help with anything else.
Click Change Details to change the details of the recipient.
Max: What is the name of the signing party?
Max: And what is their email address?
Max: Alright! I’ve sent your agreement to firstname.lastname@example.org for signature.
Say Cancel or Stop to abort the workflow. You can use one of the following commands:
Alright, I am canceling the request for signature. Let me know if you need help with anything else.
|Say Go back to revert to the last major step.||This option is applicable only if there is a valid context to go back to. If you looked up an agreement and invoked signature, and changed your mind and decided to go back, this option works as a "Back" button on the browser. It takes you back to the last major step|