4 Replies Latest reply on Jun 24, 2015 10:50 AM by infos45496431

    Send out a document to be signed using a SFDC workflow

    walters95268317 Level 1

      Looking for step by step instructions how to send out an agreement for signature, automatically, initiated by a defined salesforce workflow.

      eg.  workflow detects that field changed from A to B, then a predefined agreement should be created (based on a template) and then send out

       

      possible ?  (preferably without needing any dev-skills)