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jimmy.juarez1.392248166112164E12jimmy.juarez1.392248166112164E12 

EchoSign Agreement and Salesforce Quote Object

We are trying to build a process around the standard Salesforce Quote object and EchoSign Agreement object.  I have successfully generated a quote and agreement in Salesforce; however, I need to automatically attach our Terms of Service (Terms and Conditions) PDF to the EchoSign agreement.  How can I queue EchoSign to automatically merge/combine the Salesforce generated quote PDF to our Terms of Service PDF and create an EchoSign package of the two documents?  The solution that I am looking for is: when someone selects "Create New Agreement" button on the Agreements related list in the Quote object, the new agreement would already have our Terms of Service PDF attached to it plus the Quote PDF--automatically.
Ashish_SFDCAshish_SFDC
Hi Jimmy, 


Need to customize echosign App for that - contact the EchoSign support team for the same, they would be in a better position to help. 

Ph: 1 (877) 324-6744

Email : support@echosign.com

https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003GtTcEAK

https://appexchange.salesforce.com/listingDetail?listingId=a0N300000016ZmCEAU


Regards,
Ashish