I'm baaaaack! Has there been discussion of an Outbound Funds Contact Role type object? In my use case we have many more people than just the one 'Organization Contact' that we need to track - for example, we need to know who the person is who can sign the grant letter, but other people often need to be cc'ed on the grant letter too. Also, just curious if anyone has done a DocuSign integration yet for their contracts for their awarded outbound funds - would love to hear tips, tricks, gotchas, etc! Thanks! cc @Rachel Garcia James
Thanks @Bill Corkill for the quick and thorough response. The org I am working with wants to automate the generation of their grant letters directly from Salesforce and as part of that, could have anywhere between 2 to 5+ contacts that would need to sign the document. So a contact role type of object would be best. I agree with you, wouldn't want to build something if its coming so we will probably deprioritize this part of the automation for a bit to see if you all end up adding this functionality in the future. I won't be coming to the Detroit Sprint but will try my best to make it to the next one. Thank you!
