Hey guys, just wondering is there a way to keep track of what Service Agreements still require a Client's signature approval? I have a client ask whether this can be done? (Maybe via reports) I'm unsure.
They're using Formstack to generate these documents and I can see reports can be generated within formstack's Salesforce integration this way. but I'm not sure how to go about this.
Thank you!
1 respuesta
Hi Matthew,
Sorry for the inconvenience. In case you don't receive a response here, may I also suggest to contact Formstack Support Team to get additional assistance on this.
Regards,
