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Our org uses a 3rd party to generate our quotes outside of Salesforce.  Once the quote is created, it is attached to the standard quote object as a file.

 

Does Adobe Sign have the ability to send this document for esignature.  Everything I am reading states that I have to use a template.

2 answers
  1. Dec 3, 2023, 8:17 PM

    I do have the integration set up and the send for signature button but it is not recognizing the file on the quote to send

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