Send Salesforce Data for E-sign with Webmerge to Docusign
Hello All, here’s another Blog that helps Salesforce Users to send their data in the form of a document for Electronic Signature. So my blog describes the very simple way of doing this functionality by using two Third-Party platforms, One is WebMerge that generates the document containing the Salesforce record data and Second is DocuSign that helps in e-Sign via WebMerge. In this functionality, WebMerge plays a role of a connector between Salesforce and DocuSign.
Please follow the below steps to send Salesforce record data for e-sign to DocuSign with WebMerge.
As the button “WebMerge” is clicked, an email will be triggered to all the recipient configured in the DocuSign containing a link of the document that needs to be signed. Also, the unsigned document will be saved in the “Notes & Attachments” related list.