DocuSign + Salesforce: Send Proposal from Opportunity w/ Opportunity Products

This video is part of the one hour long DocuSign + Salesforce Comprehensive step-by-step guide. We broke this video up into smaller videos to make the segments easier for people to find when searching.
Check out the full video here: • DocuSign + Salesforce:...
Link to Blu Tiger Academy DocuSign eSignature for Salesforce Playlist: • Docusign eSignature fo...
In this video, we will show you to how configure a proposal template that is sent from the Opportunity with the following:
- Field merges to pre-populate customer data, products and more
- Field merges that allow the customer to provide data and have it write back to Salesforce
- Use a Dynamic Email Subject line that shows the customer's Account name
Solution for Address, Date & Currency Fields - see the full DocuSign + Salesforce video:
• DocuSign + Salesforce:... and go to 43:51: • DocuSign + Salesforce:...
Blu Ninjas Article: bluninjas.com/how-tos/docusig...
Music:
All Songs by Tape Machines on Epidemic Sound
Songs:
On Top of the Hill
Midnight Sunlight
Marigold Seeds
Evergreen Fields
New Tomorrow
Got Me Stone Cold (Instrumental Version)
Effortless
About the Moderator: Cheryl Fernandes is a certified Salesforce Architect with 12 years of experience working on the Salesforce platform with a focus in the insurance and financial services industries. Despite not having an IT background, Cheryl found herself becoming the accidental admin at her previous company, and it turned out to be a life-changing opportunity.
Fueled by her passion for Salesforce and the remarkable transformations it can bring, Cheryl took a leap of faith 7 years ago and started her own consultancy, Blu Ninjas. As a registered Salesforce partner, she has been providing exceptional services and solutions to clients, while continuously honing her expertise in the Salesforce ecosystem.
Now, Cheryl is on a mission to inspire and empower Salesforce professionals worldwide through Blu Tiger Academy. Let us know what you are interested in, what business problems you cannot solve and what you would love to learn more about.
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