1 Reply Latest reply on Mar 18, 2015 3:31 AM by Jat ATS

    Publisher Actions

    DJWidge

      As it stands, the Echosign Publisher Action is functional rather than stellar. Picking a template is all very well, but Publisher Actions could be used to drive much better efficiency.

       

      Currently, we use buttons with URL hacks to drill down the agreement process to a button click, moving to a Publisher Action makes the process Salesforce1 compliant but it also makes the process longer for the end user.

       

      Has anyone had any joy with amending Publisher Actions regarding Echosign? It'd be wonderful to pre-select template based on Opportunity criteria, be able to simultaneously create a Contract record to attach the agreement to.