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在我目前的公司,我们已将DocuSign与Salesforce集成,以便将合同发送给我们的潜在客户。Docusign签名者名称
每个合同都需要由我们的潜在客户签署,但也要由我们的销售/服务副总裁签署。
我在quote对象上创建了一个自定义按钮来向DocuSign提交报价以传递所需的信息(签名者角色,名称,电子邮件等)我遇到的问题是由于某种原因第二个签名者的全名内部签名者)不会传递给DocuSign,因此销售代表必须每次手动编辑收件人并添加名称。
按钮代码:
var quoteApproved = {!Quote.Quote_Approved__c};
//********* Option Declarations (Do not modify)*********//
var RC = '';
var RSL = '';
var RSRO = '';
var RROS = '';
var CCRM = '';
var CCTM = '';
var CCNM = '';
var CRCL = '';
var CRL = '';
var OCO = '';
var DST = '';
var LA = '';
var CEM = '';
var CES = '';
var STB = '';
var SSB = '';
var SES = '';
var SEM = '';
var SRS = '';
var SCS = '';
var RES = '';
//*************************************************//
switch ("{!Quote.Signed_by__c}") {
case "John Cash":
CRL = "[email protected]; FirstName~John; LastName~Cash; Role~Signer 2; RoutingOrder~1";
CCTM = "Signer 2~Signer";
break;
case "Mark Cash":
CRL = "[email protected]; FirstName~Mark; LastName~Cash; Role~Signer 2; RoutingOrder~1";
CCTM = "Signer 2~Signer";
}
if (quoteApproved) {
{
!REQUIRESCRIPT("/apex/dsfs__DocuSign_JavaScript")
}
var sourceId = DSGetPageIDFromHref();
var RQD = DSGetPageIDFromHref();
window.location.href = "/apex/dsfs__DocuSign_CreateEnvelope?DSEID=0&SourceID=" + sourceId + "&CCTM=" + CCTM + "&CRL=" + CRL + "&RQD=" + RQD;
} else {
alert("Your quote has not been approved yet. \nPlease submit for approval before sending the contract.");
}