Skip to main content
2 answers
  1. Oct 21, 10:30 AM

    Hello @Shubham Baghel

     

    Yes, you can send documents for electronic signature directly from Salesforce without downloading them first. By using a native e-signature integration—such as

    Docusign eSignature for Salesforce

    , BoldSign, or Sign Made Easy—you can attach files already stored in your CRM records or use automated templates. 

    https://docsmadeasy.com/blog/how-to-generate-send-documents-for-esign-in-salesforce/

0/9000