Docusign to Salesforce Intergration

Closed Posted 6 years ago Paid on delivery
Closed Paid on delivery

Docusign and proposal sending automation

Flow

Agent will create a opportunity,create a quote under it and add products to it

If it is a one time cleaning then the agent will send a proposal that looks like (Document)

Salesforce will send the filled document(with account name and products) for signature via docusign,If the document is signed and if it’s a one time clean up then it will send a credit card authorization automatically(Document) (This is two documents sent together

If it’s a recurring clean up then we will send the “recurring cleaning proposal document”

If the last document sent is signed then it notifies the accountant via email and creates a account in quickbooks, and marks (Closed Won) in Salesforce.

If the document is declined then the quote is marked as declined (Closed Lost) and the agent via email is notified

If the agent creates a new quote and sends that for signature then the previous proposal related to the opportunity is marked as declined

When a Docusign is created from Opportunity we need to map customer name, email, and address to necessary fields in Docusign

Need to capture billing fields from Docusign to salesforce

Change shipping address field to service address field

Create buttons on opp to send recurring proposal,proposal and cc authorization

Proposed Solution

Create VF page to generate proposal and send via email with company logo.

Integrate via docusign

Assumption

There will be different products for recurring and one time opportunity.

CRM Plugin Salesforce App Development Salesforce.com

Project ID: #15801503

About the project

9 proposals Remote project Active 6 years ago

9 freelancers are bidding on average $236 for this job

bodaciousithub

Hello, I would love to have the opportunity to discuss your project with you. May I ask about your Salesforce edition? We have worked on environments of companies like “Deloitte” and “James Group of Marcus Mi More

$200 USD in 3 days
(12 Reviews)
5.9
thetechie13

Hi There, We can surely customize the Salesforce to meet your business flow. == Concerns: 1) Are you currently using the SF and all objects are available? 2) We need to understand the credit card authoriza More

$250 USD in 5 days
(8 Reviews)
5.9
webuters

Hi I am SFDC certified developer having experience of 6+ years on SFDC platform. Relevant Skills and Experience I have worked on different horizons in SFDC from simple workflows to complex web services. I have complet More

$277 USD in 3 days
(15 Reviews)
5.5
singhalp

Hi There, I can help you integrate DocuSign account with Salesforce to close more deals faster by giving your users the luxury of a "one-click process". Relevant Skills and Experience I will create templates, Leverage More

$244 USD in 3 days
(13 Reviews)
4.8
clouclix

1 Relevant Skills and Experience 1 Proposed Milestones $277 USD - 1 1

$277 USD in 5 days
(6 Reviews)
3.9
donnyforu

Hello, We are an It Company based in India and we specialised in Salesforce work. We have a expert team with vast experience in salesforce and we have a good track record in providing quality output. lets get connecte More

$333 USD in 2 days
(6 Reviews)
3.8
merfantzbpo

i have a good CRM admin and development teams to work on this Relevant Skills and Experience ONly salesforce project Proposed Milestones $136 USD - Delivery on time

$136 USD in 3 days
(1 Review)
0.8
ludiac

Hi there, we've reviewed the project description and this is a viable project for us. We can share brief of our understanding on this project with you through chat. Relevant Skills and Experience We've extensive exper More

$250 USD in 3 days
(0 Reviews)
0.0