Salesforce - Adding E-sign to the Document Package using Nintex

  • 25 April 2019
  • 1 reply
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I am new to Salesforce and the Drawloop(Nintex for Salesforce). We currently have a workflow where the Quotes are auto generated and converted in to a PDF using the Drawloop Package and Sent as an email attachment to the recipient. We need to now include the Esignature functionality so that the receipient can view the attachment and sign them. I am not sure if it is best to use Adobe sign/ Docusign/ if there is anything else that comes out of box with the Nintex.

Also is there any samples for adding the signing component in to the PDF that gets generated 

1 reply

DocFather_Ray

@NilaS 

 

You can refer to our documentation here for Nintex Sign which is powered by Adobe. If you don't already have an e-sign solution, you can reach out to our sales team and they can help get you signed up and aligned with an engineer to talk through setup if you need further assistance.

 

Best,

- DocFather Ray (Please accept response as solution if the post solves your question. Thanks!)

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