Docusign to Salesforce Intergration
$30-250 USD
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.
Project ID: #15801503
About the project
9 freelancers are bidding on average $236 for this job
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
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
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