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Scenario: 

Creating a self-service contract renewal process. Will use a picklist on the Quote record in Salesforce to opt-in records to the program. Once in, Salesforce Marketing Cloud will ingest the records to a Journey. 

This journey will email the customer at intervals of 120, 90, 60 30 days before their renewal deadline.

Issue / Decision: 

I need to be able to present the customer with a PDF order form to sign that would be generated from the SF Quote. The order would ideally have Docusign tags included so the customer can sign when they receive it. 

Having trouble solutioning how to get the order form to work. 

Looking for ideas. 

 

Hello @shaunswingle,

 

Thank you for reaching out here in the DocuSign Community.

 

I apologize for the inconvenience, I understand that want to create a self-service contract renewal process.

 

Could you provide the current version of the Salesforce version that you are using?

 

DocuSign for Salesforce - What Version of DocuSign eSignature for Salesforce Am I Using?

 

Note: Some advanced features and options are supported only in specific DocuSign plans. Your account plan might not support some options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan. Compare eSignature plans & pricing.

 

Let us know if you need further assistance with this.

 

Best regards,

 

Christopher | DocuSign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

Hi @shaunswingle,

 

I hope you are doing well.

 

I would like to confirm if you need further assistance with this.

 

If no, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

 

Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.

 

Best regards,

 

Christopher | DocuSign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

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