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Member since ‎03-29-2020
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Referencing Salesforce Attachments/Files in a Document

Is it possible to reference Salesforce Attachments/Files and file types in a Drawloop document? For Example: Account | Attachments (or Files) Service Agreement PDF Parts PDF Certificate...

In Nintex for Salesforce
  • Posted by JackieT
  • | February 26, 2020 11:24
  • Views 965
  • Replies 4

Sales proposals / document generation tools integrated with Salesforce?

The document has a master template/framework that is just a word doc saved in a shared folder. While many of the sections are customized for that individual clients, the phrasing/terminology used is o...

In Nintex for Salesforce
  • Posted by juggyy55
  • | August 16, 2019 05:26
  • Views 1053
  • Replies 2