Sherry.Ghafarpour's account

Hi Ray, The work around is to save the PDF version of the quote to your computer and then add it to the eSignLive transaction. Currently, there is no way to add a (PDF generated) quote to a transaction directly. Please submit an enhancement request for your client if they want to add a quote directly to the transaction. This would improve the user experience for quote users. Cheers, Sherry

Hi The eSignLive package association with the lead remains with the lead in this case. So when a lead is converted, that package is not attached to the converted object. The eSignLive Salesforce app does not provide this capability at this time. Would this be a valuable capability to your organization's business process? If so, please add an Idea to Forums>General>Enhancement Ideas and tell us a bit more about your use case. Cheers, Sherry

Hi Rajiv, eSignLive does not offer an out of the box solution for SharePoint online at this time, however, it would be possible to build a custom solution to create and send esign transactions from SharePoint online using the eSignLive .NET SDK. Could you elaborate on questions 2 and 3? Are you developing an app for SharePoint online?