• If you selected an offer document from the Master offer or the Opportunity offer citation document, the document will be tracked at the time of agreement creation based on the master object you configured in this contract template. In this case, „Quote“ is the master object that you must enter for this draft contract. If you do, the PDF(s) of the offer generated by the sales opportunity will be used as file link(s). In the next screen, select the criteria by which your file link is set: this process uploads a document to your Adobe Sign account and returns a document ID for this purpose. This document is temporarily saved in Adobe Sign and the document ID can be used for other operations such as creating an agreement. 8. An email is sent to your recipient with a link to the document so that they can verify and sign it. • Default – Check this option if you want to set this option as the default agreement template for your new agreements. You can also define a specific agreement template that must be associated with other agreements, which allows you to rewrite the draft convention by default.
For example, you can create a custom „Send to Signature“ button for the account object associated with a particular agreement template. For more information about custom buttons, click Enable the „Send to Signature“ button. Triggers a new flow if the status of an agreement changes. Covers the most common agreement events such as create, conclude, etc. • (optional) After clicking the button and generating the agreement, send the user to a page other than the agreement page using the retURL parameter. This process retrieves the list of all user agreements.