0 Replies Latest reply on Mar 1, 2016 4:35 PM by johnm22352532

    Multiple agreement templates in Salesforce

    johnm22352532 Level 1



      How do I upload an agreement template when sending an agreement?

      E.g. I have created an agreement template named "Privacy Act" and another agreement template named "Gift Certificate".

      When generating the "Agreement email" it does not allow me to upload the an agreement template. It only allows me to choose a doc from my doc folder in salesforce.