WeDid: Salesforce Electronic Signature
Challenges
The company will send a Quote via email to their customer. The customer will need to print out the Quote, sign it and either scan or mail it back. They would like to adopt electronic signature.
Solutions:
Using Visualforce technology with EZSign app. The end user can choose to sign the Quote in front of the Sales Rep via iPad or sign it remotely from their own PC.
Related Objects | Quote |
Components | Visualforce with EZSign app |
Complexity | Medium |